Cubes
The data layer that powers HotCRM analytics — four built-in cubes for self-service slice and dice.
Cubes
A cube is a pre-modeled, multi-dimensional dataset designed for fast analytics. Cubes are the layer underneath dashboards and reports — they're what makes analytics fast, consistent, and self-service.
Why cubes (instead of querying raw tables)
Cubes solve three problems:
- Consistency — "bookings" means the same thing in every dashboard.
- Speed — pre-aggregated, sub-second response on millions of records.
- Self-service — business users can slice and dice without writing queries.
The four built-in cubes
| Cube | Built for | Slices by |
|---|---|---|
| 💰 Sales Cube | Revenue analysis | Account, owner, region, product, period |
| 📊 Pipeline Cube | Pipeline analysis | Stage, owner, age, source, probability |
| 🎧 Service Cube | Case and SLA analysis | Priority, status, agent, origin, account |
| 📣 Marketing Cube | Campaign performance | Campaign, source, channel, period |
💰 Sales Cube
The cube that powers all "how much did we book?" questions.
Measures:
- Bookings (closed-won $)
- Deal count
- Average deal size
- Win rate
- Sales cycle (days)
- Average discount %
Dimensions:
- Account (and account tier, industry, size)
- Owner (and team, region)
- Product (and category, family)
- Period (day, week, month, quarter, year)
- Won/Lost reason
- Lead source
Sample questions:
- "Bookings by region by quarter."
- "Win rate by lead source over the last year."
- "Average deal size by product family."
📊 Pipeline Cube
For "what's in the funnel?" questions. A snapshot view + a time-series view.
Measures:
- Pipeline value ($)
- Pipeline count
- Weighted pipeline (value × probability)
- Days in stage
- Days in pipeline
Dimensions:
- Stage
- Owner (and team)
- Source
- Product
- Probability bucket (commit / best case / pipeline)
- Snapshot date (for trend analysis)
Sample questions:
- "Pipeline by stage today vs 30 days ago."
- "Average days-in-stage for the Proposal stage."
- "Coverage ratio (pipeline ÷ quota) by team."
🎧 Service Cube
The cube behind every case-related dashboard and SLA report.
Measures:
- Open case count
- New case count
- Resolved case count
- First-response time (minutes)
- Resolution time (hours)
- SLA met % (first response and resolution)
- CSAT score
Dimensions:
- Status, priority, category, origin
- Agent (and team)
- Account (and tier)
- Product
- Period
Sample questions:
- "SLA met % by priority by month."
- "Cases by category by product — which products generate the most support load?"
- "Reopened cases by agent — quality signal."
📣 Marketing Cube
Powers campaign and lead-source ROI analysis.
Measures:
- Members enrolled
- Members responded
- Conversion count (member → opportunity)
- Sourced revenue (closed-won where campaign was first touch)
- Influenced revenue (closed-won where campaign was any touch)
- Campaign spend
- Cost per lead, cost per opportunity, ROI %
Dimensions:
- Campaign (and type)
- Channel (email, webinar, event, etc.)
- Period
- Lead source
- Persona (job role)
Sample questions:
- "ROI by campaign type."
- "Cost per opportunity by channel."
- "Conversion rate by persona."
How users interact with cubes
The cube UI lets anyone:
- Pick a cube.
- Drag dimensions to rows and columns.
- Pick measures to display.
- Filter to narrow the view.
- Pivot instantly to see the data differently.
- Chart the result as bar, line, area, heatmap, or table.
- Save the view as a report.
- Pin the view to a dashboard.
No SQL, no formulas — just drag and drop.
How cubes stay fresh
- Incremental refresh every few minutes for hot data (today's activity).
- Full refresh nightly.
- Snapshots for time-series analysis (e.g., daily pipeline snapshots that power trend charts).
Refresh status is visible in the admin console.
AI Copilot and cubes
The AI Copilot reads directly from cubes — when you ask "What's our win rate by region?", it's the Sales Cube responding. This means:
- AI answers are consistent with dashboards and reports (same source of truth).
- AI can explain the answer by referencing the cube measure and dimension.
- Admins can audit AI queries through the cube access log.
Custom cubes
Admins and developers can build new cubes for domain-specific analysis:
- A Subscriptions Cube for SaaS revenue (ARR, NRR, churn).
- A Renewal Cube for renewal pipeline visibility.
- A Partner Cube if you sell through channels.
See Customization › Extending Objects for how to define new cubes, dimensions, and measures.
Tips for analysts
- ✅ Start every new analysis from a cube — don't build dashboards on raw queries.
- ✅ Use snapshot dimensions for trend questions ("How did this metric change?").
- ✅ Save shared views that the team can subscribe to.
Tips for admins
- ✅ When a measure is computed inconsistently across reports, promote it to a cube measure — single source of truth.
- ✅ Monitor cube refresh times — if they slow down, prune unused dimensions.
- ✅ Document each cube's measures and dimensions for end users — discoverability is the #1 adoption blocker.