Analytics & Dashboards

Role-Based Insights & Board Reporting

Comprehensive analytics platform with role-tailored dashboards. Access real-time KPIs, create custom reports, and generate board reporting packages with data from across all modules in unified visualizations.

Key Features:

7 role-specific dashboards tailored to each user type

Cross-module KPI library with 50+ predefined metrics

Custom report builder with drag-and-drop interface

Automated board reporting package generation

Interactive trend visualizations with drill-down capabilities

Export to PDF and Excel with formatted layouts

Executive dashboard with KPI cards, fund balance charts, and performance metrics