One analytics surface across CRM, projects, support, finance, time, and people. Pre-built dashboards on day one. AI insights, scheduled reports, and KPI-triggered automations baked in.
Pre-built widgets, custom queries, scheduled exports, AI clustering, anomaly detection. Built for the SMB CFO who shouldn't need a data team.
Mix CRM funnel, project velocity, support SLA, finance MRR — on one canvas. No joins, no SQL — every module shares one schema.
30+ widgets curated for SMBs: pipeline coverage, deal velocity, ticket aging, invoice DSO, candidate funnel, time-to-fill, expense burn.
Pick a source table, slice by any field, render as line/bar/pie/funnel. Save to a dashboard, share with the team, schedule to email.
Slice every dashboard by team, region, customer segment, time bucket. Compare period-over-period without rebuilding the chart.
Email a weekly snapshot to your CFO, a daily ticket digest to support, a monthly board pack to investors. PDF, CSV, or interactive link.
Workestra reads your closed-lost deals and clusters them. "42% lost to budget, up 18% this quarter." The narrative, not just the chart.
ARR, MRR, churn, expansion, downgrade — sourced live from finance and CRM. Cohort retention curves and revenue waterfall by month.
First-response time, resolution time, NPS, on-time delivery, sprint velocity — every operational metric SMBs measure, in one place.
Activity, throughput, conversion. Coach the team off the same numbers. Privacy-aware by default — toggle to enable per workspace.
Multi-step funnels with drop-off attribution. Retention cohorts by signup month, plan tier, or any custom dimension.
Workestra surfaces unusual spikes and drops in your KPIs and pings the right channel. No threshold tuning, no alert fatigue.
Share a read-only dashboard with a board member or external auditor. Branded, tokenized, expiry-aware — no extra seat needed.
Workestra Analytics isn't a connector. It's the same database, same schema, same access control as the modules it reports on.
CRM, recruiting, projects, support, finance, time, people — all queryable in one analytics surface. The data is already joined.
An LLM reads your free-text loss notes and clusters them into a ranked list. Refresh weekly. See pattern, not noise.
Daily, weekly, monthly cadences. CSV or PDF attachments. Per-recipient time zone. Filter values can be parameterized per recipient.
When pipeline coverage drops below 3x, when DSO climbs above 45, when ticket backlog grows three days running — fire an action.
Per-seat BI tools were priced for analyst-led organizations. SMBs don't have analysts — they have operators who need the answer this afternoon.
Free for the first 5 seats. Pre-built dashboards on day one. No warehouse, no ETL, no analyst required.
Free forever for teams up to 5. No credit card required.