ModulesAnalytics

Analytics

Cross-module reporting, ROI tracking, and forecasting.

The Analytics module provides cross-module reporting and insights to help you make data-driven decisions.

Dashboards

Create custom dashboards with widgets from any active module:

Sales metrics — Revenue, pipeline value, win rate, deal velocity
Support metrics — Ticket volume, resolution time, SLA compliance
Project metrics — Task completion, velocity, burndown
Financial metrics — Revenue, expenses, profit margins
Recruiting metrics — Time to hire, pipeline conversion, source effectiveness

ROI Tracking

Track return on investment across:

Marketing campaigns
Recruiting channels
Tool subscriptions
Customer acquisition costs

Forecasting

AI-powered forecasting based on historical data:

Revenue projections
Ticket volume predictions
Resource planning
Cash flow forecasting

Reports

Generate and export reports:

Scheduled reports — Automatic delivery via email
Export formats — CSV, PDF
Date ranges — Custom periods, presets (this week, month, quarter, year)

PEPPOL E-Invoicing

EU-compliant electronic invoicing via the PEPPOL network.

API Reference

Build integrations with the Workestra REST API.

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Dashboards ROI Tracking Forecasting Reports