Analytics

HotCRM Analytics turns your CRM activity into decisions. Three layers work together:

• Dashboards — visual at-a-glance views for execs, managers, and reps.
• Reports — detailed list-and-summary reports anyone can filter and export.
• Cubes — the data layer underneath, ready for self-service slice-and-dice.

What's included

What you get out of the box

The moment you have data in HotCRM, you have analytics. No setup required.

• ✅ Live dashboards updated in near real-time.
• ✅ Drill-down everywhere — click a chart segment, see the records behind it.
• ✅ Role-aware totals — reps see their own numbers, managers see team rollups, execs see company-wide.
• ✅ Export to Excel / CSV from any report.
• ✅ Subscribe to schedule — get a dashboard PDF in your inbox every Monday morning.

How sharing applies to analytics

The same sharing rules that govern records also govern dashboards and reports:

• A rep running Pipeline by Stage sees only their pipeline.
• A manager sees the rollup for their team.
• An exec sees company-wide.

This means one dashboard works for the whole org — what each person sees depends on who they are.

Where to find things

In the Enterprise CRM app, the Analytics group contains:

• Dashboards — the visual hub.
• Reports — the report library.
• Cubes — the data-modeling layer (admins).

AI-powered insights

The AI Copilot can read directly from cubes — ask questions like:

• "What's driving the gap between commit and forecast?"
• "Why did East close 3 fewer deals than West last quarter?"
• "Show me which products correlate with longer sales cycles."

See the Sales Copilot for more.

Start here

• Dashboards — the four built-in dashboards.
• Reports — the standard report library.
• Cubes — for analysts who want to build their own.