Advanced Analytics for Perfex CRM

Turn Perfex CRM into a complete intelligence platform.

Track revenue, invoices, projects, leads, support, and addon-module performance from one beautifully designed, permission-aware dashboard built specifically for Perfex CRM.

Try Live Demo Explore Providers
  • Drag & Drop Builder
  • Role-Based Dashboards
  • Scheduled Reports
  • SaaS Ready
0Core Widgets
0Renderers
0Dashboard Templates
∞Custom Dashboards
Core Features

Everything you need to build powerful CRM dashboards.

Dashboards, widgets, providers, reports, and permissions — combined into one professional analytics layer.

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Drag & Drop Dashboard Builder

Compose dashboards on a responsive grid. Resize, reorder, recolor, and pick renderers — then save layouts per dashboard. No code required.

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Widget Library

KPI cards, charts, doughnuts, tables, timelines, calendars, activity feeds, leaderboards, and more.

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Ready-Made Templates

Launch Executive, Finance, Sales, Project, Support, or Personal dashboards in one click.

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Scheduled Reports

Deliver a secure dashboard link by email — daily, weekly, or monthly.

✓

Permission-Aware & Multi-Scope

Every dashboard respects Perfex CRM roles, staff permissions, and data scopes, across 8 permission groups. The same widget automatically shows global or personal data based on who is viewing it. Available in English and Arabic, including right-to-left layout.

GlobalRoleStaffAuto Scope
Provider Ecosystem

The reporting platform that grows with every module.

Core reporting is included, supplying all 36 widgets. The provider API lets a separate module publish its own widgets, reports and filters into the same dashboards — Inventory, Purchase, Accounting, Fleet, HR, Assets, Manufacturing, Property, Logistics and Workshop are on the roadmap. No addon providers are on sale yet.

IPCore PerfexCRM, Finance, Projects, TasksIncluded
INInventoryStock value, warehouses, goods movementAvailable
PUPurchasePOs, vendor spend, invoices, contractsAvailable
ACAccountingP&L, income, expenses, cash flowAvailable
FLFleetVehicles, drivers, fuel, maintenanceAvailable
HRHR ProfileHeadcount, departments, contractsAvailable
ASAssetsAsset value, allocation, movementAvailable
AXAssetCentralAssignments, categories, warrantyAvailable
FEFixed EquipmentAssets, licenses, consumablesAvailable
LGLogisticsPackages, shipping, pickups, revenueAvailable
MFManufacturingOrders, production, BOMs, work centersAvailable
PBPropertyBaseListings, leads, views, categoriesAvailable
REReal EstateRequest pipeline, deals, brokersAvailable
WSWorkshopRepair jobs, devices, revenueAvailable
HPHR PayrollSalaries, attendance, payrollSoon
SASales AgentAgents, commissions, salesSoon
CSCustomer ServiceTickets, SLA, activitySoon
WAWarrantyClaims, expiry, serviceSoon
LMLearningCourses, learners, progressSoon
RTRentalBookings, contracts, utilizationSoon

The Core Perfex Provider is included today and supplies every widget listed here. Further providers are on the roadmap; each will unlock dashboards, widgets and reports for its module once installed, and widgets from any combination of modules can share a single dashboard. No addon providers are on sale yet.

Explore the full provider ecosystem
How It Works

From zero to a live dashboard in four steps.

Each dashboard can be global, role-based, or personal — and the same widget adapts automatically to the viewer's permissions and data scope.

  • Executive & finance overviews
  • Sales & lead pipelines
  • Project & task tracking
  • Support & ticket monitoring
01
Choose a template

Executive, Finance, Sales, Project, Support, Personal, or Blank.

02
Add widgets

KPIs, charts, tables, timelines, calendars, and activity feeds.

03
Set permissions

Control visibility by role, staff member, or global access.

04
Schedule reports

Deliver dashboard snapshots automatically by email.

The Problem → The Solution

Your CRM data is scattered. Insight Pro unifies it.

Out of the box, every Perfex module keeps its own basic report screens — nothing combines them, nothing is customizable, and everyone sees the same thing. Perfex Insight Pro turns all of it into dashboards you control.

Without Insight Pro
  • Each module — and every third-party addon — has its own separate report screen.
  • No way to see CRM, finance, inventory, fleet or HR data together in one place.
  • Report screens are fixed — you can't build the view a team actually needs.
  • Everyone sees the same thing; no role or staff-specific dashboards.
  • Reports are pulled manually, one screen at a time.
With Insight Pro
  • Every module — core and addon — feeds widgets into one dashboard.
  • Mix CRM, finance, inventory, fleet and HR side by side on a single screen.
  • Drag-and-drop builder — design the exact dashboard each team needs.
  • Global, role, and per-staff dashboards, each permission-aware.
  • Schedule dashboards to arrive by email automatically.

One dashboard for every module

Inventory, purchasing, accounting, fleet, HR and more — combined with your core CRM on a single screen. No other Perfex addon unifies third-party module analytics in one place.

Widgets no other addon offers

36 core widgets across 16 renderers — KPI cards with period-over-period trends, charts, doughnuts, tables, timelines, calendars, leaderboards, and status breakdowns.

Custom dashboards, built your way

Drag, drop, resize, and recolor. Build the exact dashboard each team needs — no fixed report screens, no code.

Role & permission-based dashboards

Global, role, and staff dashboards. Every widget respects Perfex permissions, so people only ever see the data they're allowed to.

Multiple dashboards, one-click switching

Give each staff member or team its own dashboards — and switch between them instantly from the dashboard switcher.

Automated report scheduling

Deliver a secure dashboard link by email — daily, weekly, or monthly. Print or save as PDF from the dashboard itself, export its definition as JSON, or copy a shareable link.

Why Upgrade

Default Perfex reporting stops where you need to start.

See exactly what changes when you give your CRM a real analytics layer built for management, teams, and growing businesses.

Capability
Default Perfex Reports
Perfex Insight Pro
All modules together
Each module has its own separate screen
Core CRM + inventory, purchase, fleet, HR & more on one dashboard
Custom dashboards
Fixed, non-customizable screens
Drag-and-drop builder — any layout you need
Widgets & charts
A few static charts
36 KPIs, charts, tables, timelines & calendars
Roles & permissions
The same view for everyone
Global, role & per-staff dashboards, permission-aware
Multiple dashboards
One fixed reports area
Unlimited dashboards with one-click switching
Report delivery
Manual export only
Scheduled email reports + print/PDF, JSON & link export
Pricing

Start with the core platform. Expand with providers.

Perfex Insight Pro includes the Core Perfex Provider, which supplies all 36 core widgets. Further provider addons are on the roadmap and will be sold separately — none is available yet.

Core Product

Perfex Insight Pro

Advanced dashboard builder, widget library, provider ecosystem, templates, scheduled reports, and full documentation.

Dashboard Builder Widget Library Core Perfex Provider Dashboard Templates Scheduled Reports 8 Permission Groups English & Arabic (RTL) Documentation
$69
Launch price Buy Now View Demo Includes updates & support

Provider addons for Inventory, Purchase, Accounting, Fleet, HR, Assets, AssetCentral, Fixed Equipment, Logistics, Manufacturing, PropertyBase, Real Estate and Workshop are on the roadmap and will be sold separately. None is available yet. Each will drop its widgets straight into your existing dashboards.

FAQ

Questions buyers usually ask.

Does Perfex Insight Pro require Perfex CRM?
Yes. Perfex Insight Pro is an addon module and requires a working Perfex CRM installation.
Does it support role and staff dashboards?
Yes. Dashboards can be global, role-based, or personal for individual staff members, with permission-aware data scopes.
What are providers?
Providers supply dashboards, widgets, metrics, filters, and reports for core Perfex CRM or supported addon modules.
Do addon providers require a separate purchase?
Yes. Official provider addons may be sold separately and usually require their related parent module to be installed.
Does it support SaaS versions of Perfex CRM?
Yes. SaaS usage is supported but requires an Extended License, because the module is offered as part of a service to multiple clients or tenants.
Can I create fully custom dashboards?
Absolutely. Build custom dashboards, add widgets, adjust layouts, recolor everything, and control visibility by staff, role, or global access.

Ready to transform your Perfex CRM reporting?

Build dashboards, track KPIs and automate reports on your existing Perfex CRM data. Further provider addons are on the roadmap.

Buy Now View Live Demo