Pick a module, choose its fields — including the custom fields you created — and turn them into KPI cards, charts, progress targets and live tables. No code, no reports to wait for.
Click Add widget, choose a module and pick what to show. Group by any field, count records or sum, average, min or max a number, narrow it with filters and keep the top 5, 8 or 12 groups. A live preview updates as you change each option, so you see the result before you save.
| Policy No | Customer | Premium | • Vehicle No | Status |
|---|---|---|---|---|
| POL-2041 | Arun K. | ₹18,400 | TN 09 AB 1234 | Active |
| POL-2038 | Meera S. | ₹9,750 | KA 05 MK 7781 | Active |
| POL-2033 | Vikram R. | ₹22,100 | TN 22 CX 0456 | Expired |
Every module's built-in fields are ready to use — premium, sum insured, status, agent, lead source and more. The custom fields you added to leads, clients, employees and tickets appear right alongside them. For policies, choose a policy type and the custom fields defined for that type load in automatically.
One headline number with what it counts and the period it covers.
Compare groups side by side — by agent, source, insurer or month.
See the share each group holds, with a clear legend underneath.
Track any total against a target, with a breakdown by group.
Pick up to 12 columns, then search, sort and page through live records.
Each widget draws from one module. Here is what you can group by, add up and filter on.
| Module | Group & filter by | Add up (sum / avg / min / max) | Dates (grouped by month) | Custom fields |
|---|---|---|---|---|
| 📋 Policies | Policy name, policy type, customer, insurer, agent, status, premium frequency | Premium, total premium, sum insured, agent commission | Start date, end date, renewal due | ✓ Per policy type |
| 🎯 Leads | Status, lead source, lead agent, company, city | Deal value | Expected closure, created on | ✓ |
| 👥 Clients | Category, company, city, state, status | Any number custom field | Date of birth, created on | ✓ |
| 🧑💼 Employees | Department, designation, employment type, status | Hourly rate | Joining date, date of birth | ✓ |
| 🎫 Tickets | Status, priority, type, channel, agent, requester | Any number custom field | Created on, close date | ✓ |
Start with active policies, premium booked, policies by type, leads by source and more — then make it yours.
Quarter, third, half or full width — lay the board out the way you read it.
Grab any widget by its handle and drop it where it belongs.
Flip the whole board between Today, Week, Month and Year in one click.
Copy a widget to build a variation, or edit it any time with the live preview.
Figures follow each module's access rules and the modules in your plan.
Built once and shared by every admin in your agency, so everyone works from the same numbers.
Experiment freely — restore the starter board whenever you want a fresh start.
Start free and build a dashboard around the fields your agency actually uses.