Analytics
The Analytics module lets you turn raw data into custom dashboards and visualizations — using your CRM data, uploaded files, Google Sheets, or external databases.
The 3-Tier Pipeline
Expedify analytics follows a three-tier pipeline. Each tier builds on the one before it:
Datasets → Charts → Dashboards
| Tier | What it is |
|---|---|
| Datasets | Saved queries that define what data to fetch. Build them with the visual builder or write raw SQL — SQL is always the source of truth. |
| Charts | A visualization built on top of a single dataset (axis configuration, colors, aggregation, breakdown). |
| Dashboards | A composition of charts arranged in a drag-and-drop 12-column grid, with shared filters. |
Relationships are one-to-many in each direction: one dataset can power many charts, and one chart can appear on many dashboards.
Data Sources
A dataset can pull from any of the following:
- Org CRM database — contacts, companies, deals, tasks, activities, and more
- Uploaded files — CSV or Excel
- Google Sheets
- External PostgreSQL databases — connected via integrations
Server-side Sort By and Top N are available so charts only fetch the data they need.
Charts
Chart Types
bar, line, pie, area, table, stacked_bar, horizontal_bar, donut, stacked_area, combo (bar+line), scatter, funnel, radar, kpi.
Aggregations
COUNT, SUM, AVG, MIN, MAX, COUNT_DISTINCT.
Date Grouping
Group time-series data by hour, day, week, month, quarter, or year.
Breakdown By
Use Breakdown By to segment a chart by an additional dimension — rendering it as a stacked or grouped visualization.
Dashboards
Dashboards compose multiple charts in a drag-and-drop 12-column grid and apply shared filters across them:
- Global Date Range — presets include today, yesterday, last_7_days, last_30_days, last_90_days, this_week, this_month, this_quarter, this_year, last_week, last_month, last_quarter, last_year, and custom.
- Single/multi-select filters — each chart maps a column to a filter via its Filters tab. Charts that don't map a column are unaffected by that filter.
Pre-built Analytics
CRM Dashboard
- Contact growth
- Deal pipeline
- Task completion
- Activity metrics
Campaign Dashboard
- Send / open / click rates
- Channel comparison
- Best performing campaigns
Where to Go Next
| Page | Description |
|---|---|
| Datasets & Queries | Define what data to fetch with the visual builder or raw SQL |
| Building Charts | Visualize a dataset |
| Creating Dashboards | Compose charts into a dashboard |
| CRM Analytics | Pre-built analytics for CRM data |
Getting Started
- Navigate to Analytics → Datasets and create a dataset.
- Build one or more Charts on that dataset.
- Go to Analytics → Dashboards, create a dashboard, and add your charts.
- Arrange the grid layout, configure filters, save, and share.