Beta Workspace


reporting and dashboard

Overview

You can easily create different reports based on your data in the kpi.com application as well as filter the report and draw graphs and charts for visual comparison. Besides, the reports can be exported to PDF or Excel which makes them helpful to use and backup your data. The default reports are also available on Accounting and Finance, CRM and Project Management that save your time from creating the report yourself.

Your customizable workspace

You can try the Beta Workspace as an alternative to the default workspace which differs with its drag and drop widgets and customizable dashboard page. You can remove the widgets that are not important for you and add new widgets from the top menu. All the saved changes will stay the next time you open your Beta Workspace. Moreover, if you prefer using Beta Workspace to the default Workspace our support team can help you to make it as a default one to your account.

beta workspace dashboard