FeaturesAnalytics & Reports

Where your data starts making sense

Twozo Analytics & Reports

Build custom dashboards, visualize trends across every module, and share real-time charts with your team, all without leaving your CRM.

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Make your metrics work for you

Not every business measures performance the same way. Start fast with built-in templates designed for common sales workflows, or build your own charts from scratch to match your process. Either way, you get insights that reflect how your team actually works, not a generic report that needs to be decoded.

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Pick the chart that tells your story best

Pick the chart that tells your story best

Different metrics need different views. Choose from a range of chart types, from KPI cards that highlight key numbers to dynamic visual charts that uncover trends and comparisons. Each view is designed to help your team understand data faster and act with clarity.

You decide what goes on every axis

You decide what goes on every axis

No rigid reports. No workarounds. Define what you measure, configure the Y-axis with the right measure, metric, module, and filters, and group results on the X-axis by time or any relevant field. Flexible configuration and clear labelling make every chart easy to read and act on.

See the data behind every chart

See the data behind every chart

Every chart in Twozo is backed by real records. Click into any chart to view the exact data driving the numbers, without leaving your dashboard. See which activities, deals, or contacts are counted, trace what's influencing a spike or a dip, and get the full picture behind every result.

One analytics engine. Every module.

One analytics engine. Every module.

Twozo Analytics isn’t siloed to one part of your CRM. Track and visualize data across every module, from Activities and Deals to Contacts and Companies, all within the same dashboard framework. Compare performance across modules, spot connections between teams, and get a complete view of your business without switching between reports.

Insights only count when they reach the right people

Insights only count when they reach the right people

Share any chart or dashboard directly with your teammates inside Twozo. No exports, no screenshots, no third-party tools needed. Every shared chart reflects live data, keeping your team informed in real time and making decisions backed by the same numbers.

The right eyes, on the right data.

The right eyes, on the right data.

Control who can view or manage each dashboard. Assign ownership, define view access, and align each dashboard with the right business role using Twozo CRM. This keeps the right people from seeing the right data, without compromising collaboration.

Stop guessing. Start knowing.

Set up your first analytics dashboard in minutes. No data analyst required.