--- title: "Reports, dashboards and goals on any record | SalexHub" description: "Count and compare anything you keep, open any number to see its records, set goals that are measured daily, and see what each decision changed." url: "https://salexhub.com/platform/reports" --- # Reports & dashboards **Know where your business stands, and open any number to see what is behind it.** Count, sum and compare anything you keep, over any period and against the one before. Put the answers on one board, set goals on the numbers that matter, and when you decide something, see what it changed. Each person sees only the numbers they may see. A report as the builder leaves it: the sum of deal value, by stage, this quarter against the previous one. Four bars, each with a mark where it stood last quarter; Negotiation is the one below its mark. Beside the chart are the five deals that bar counts, each with its owner and value, adding up to the bar. Pressing another bar opens the deals behind that one. [Start free](https://app.salexhub.com/register) · [See a decision reviewed](https://salexhub.com/platform/reports#review) ## A question in, a number you can trust out. Everything you keep in SalexHub can be counted: contacts, deals, invoices, stock, your own record types, even visits to your website. Ask the question once, and the answer stays live. - **Ask, and the right chart comes back**: Pick what to measure and how to break it down, the period, and what to compare it with: the period before or the same one last year. The chart that answers the question is suggested, from fourteen kinds. Or ask the Agent for the number in plain words, and open its answer as a report. - **Open any number**: Click a bar, a slice or a figure, and see the records behind it with the values that were counted. A number on a board is never a dead end, and nobody has to take it on trust. - **One board for the team, one view for you**: Drag saved reports onto a board, resize them, and set one period for all of them. Present fills a screen and refreshes every 30 seconds, for the office wall. Your own Overview holds the twelve numbers you watch, and only you see your choice. - **Name the numbers that matter, and set a goal**: Save a measure once under a name, such as won revenue, and use it everywhere. Give it a target for a period, and the goal is measured every day: on pace, at risk or off pace. When it moves between them, you hear about it, and a Mini can bring you the reasons. A goal for won revenue from Quillon in 2026: its line climbs month by month beside the straight line of being on pace, reaches 74% of the target at 84% of the year, and reads At risk, with the notice that says so. ## The numbers each person runs on. A business has one set of records and many questions. Here is the one each person asks most. - **Owner: Know on Monday if the quarter is on pace.** Set the quarter's goal once and it is measured every day. Each week, the numbers that moved most, the goals at risk and the decisions waiting for your verdict arrive as one brief. - **Sales: See the pipeline as it really was.** Deals by stage right now, and how many stood in each stage at the end of every month, deleted ones included. A leaderboard of won value by owner keeps the month honest. - **Accounts: Know what is owed, in the right currency.** Open invoices by customer and by how late they are. A sum that mixes currencies is held back until it is converted at a dated rate, so a total never adds dollars to euros. - **Marketing: Traffic and pipeline on one board.** Your website is a source like any other: visitors and sessions by source, beside the deals those sources opened, for the same period. ## Numbers you can stand behind. A number is only useful if it is right and if it is yours to see. Reports keep the same rules as every record in SalexHub. - **Each person sees their own numbers.** Every number is computed for the person looking. A record they cannot open is not counted, and a property they may not read is refused out loud rather than quietly left out. - **No total that does not add up.** A sum across currencies waits for a dated rate, an average is never drawn as slices of a whole, and a report too large to compute says so instead of showing part of the answer. - **The record of what you knew.** A goal shows one number to everyone it is shared with, measured as the person who set it. A decision keeps the numbers it was made on, and its verdict is written by a person, never graded by the machine. [Why each person sees different numbers](https://salexhub.com/docs/control/access) ## Did it work? The number comes back. Raise a price, change a process, start a campaign: write the decision down with what you expect it to move, across the business or for one customer. On the review date the arithmetic arrives by itself, and the verdict stays yours. - **The day you decide, decided: The numbers it was made on, kept.** The decision with the numbers that stood that day, frozen so nobody can rewrite them later, and what you expect: which number moves, which way, by how much, and when to look again. Waiting for you. Agree the expectation now, before anyone knows the result. - **The review date, in review: The arithmetic, done for you.** The number over the same stretch of days before the decision and before the review, and the change between them, set against what you expected. Waiting for you. Give the verdict: kept, adjusted, reverted or inconclusive, with a note. - **When you close it, closed: A lesson for next time.** The verdict and your note on the decision, and the lesson offered to the organization's memory, so the Agent knows what was tried and how it went. Waiting for you. An admin keeps the lesson or drops it. ## Where the numbers find you. Reports live in the app, and the ones that matter come to you. - **Dashboards: Boards for the team.** Under Analytics, reports and dashboards for everyone to share, or keep private. Present turns a board into a screen for the office wall. - **Your Overview: The first page you open.** The numbers you chose, against the period before, on the page that greets you each morning. Twelve at most, so it stays a glance. - **Notices: When a number needs you.** A goal that slips to at risk, a decision due for review and the weekly brief arrive as notices in the app, with a link to the numbers behind them. - **The Agent: A number in plain words.** Ask in the app, at chat.salexhub.com, or from Claude or ChatGPT connected to your organization: the answer comes back as a chart from your records, with your rights, ready to save as a report. [More](https://salexhub.com/product/chat) ## How to get Reports & dashboards. Reports, dashboards, goals and decisions come with every SalexHub plan, Free included. They count every record your plan holds. - **Free**: included. Included, over up to 1,000 records. - **Pro**: included. Included, over up to 25,000 records. - **Business**: included. Included, over up to 100,000 records. - **Enterprise**: included. Included, over the records set in your contract. - Website traffic as a report source comes with web analytics, on Pro and above. - The weekly brief goes to your organization's admins. - Try Pro or Business free for 14 days. ## Read more - [Access and sharing](https://salexhub.com/docs/control/access): Why the same report shows each person only what they may see. - [Roles and permissions](https://salexhub.com/docs/control/roles): The seven built-in roles and the rights behind each one. ## Questions about Reports & dashboards **Can I report on record types we made ourselves?** Yes. Any record type you keep can be counted, summed and compared, your own included, and so can the members of a list. **Why do two people see different totals on the same board?** Each number is computed for the person looking, so records someone may not open are not counted for them. A goal is the exception: it shows one number to everyone it is shared with. **Can I export a report or email it on a schedule?** Not today. A board can fill a screen in Present mode, and goal notices and the weekly brief come to you in the app. **Does SalexHub decide whether a decision worked?** No. It computes the change between the days before the decision and the days before its review. Whether the decision caused it, and what to do next, is a person's verdict. ## Ask your business a question. Start with the number you check most, and put it where your team sees it. The records behind it are one click away. [Start free](https://app.salexhub.com/register) · [See pricing](https://salexhub.com/pricing) --- The same page for people: https://salexhub.com/platform/reports. Index of this site for agents: https://salexhub.com/llms.txt