Dalil's Analytics turns your CRM data into dashboards you design yourself. Because charts read live workspace data (records, pipelines, stages, activity), your reporting is always current, with no exports or spreadsheet rebuilding.

Open Analytics from the sidebar.

Dashboards

Analytics is organised into dashboards: collections of charts laid out on a grid:

Create separate dashboards per audience: a pipeline dashboard for the sales team, an outreach dashboard for SDRs, an executive summary for leadership
Edit Layout to enter arrangement mode: drag charts around the grid, resize them, then Save Changes
Use Add widget to place a new chart; search the chart library by name

Chart types

When adding a widget, you choose from four families:

Spot Charts: the current state of your data right now: records per stage, deals per owner, counts by any Select field
Historical Charts: trends over time: how a metric moved week over week, month over month
Funnel Charts: conversion through sequential stages: how many records progress from each pipeline stage to the next, and where they drop off
Stage Movement: how many records moved into (or through) specific stages in a period: the "what actually happened this week" view

There's also a set of Predefined Charts: pre-configured templates for common analyses you can drop in without building from scratch.

Building on good data

Charts are only as good as the fields behind them. Three things make analytics sharper:

Status fields for every staged process: funnels and stage movement need clean stages; see Managing fields and Working with pipelines
Deduplicated records: duplicates inflate counts; keep the Duplicates page clean
Consistent Select fields: Industry, Lead Source, and similar fields make the best chart dimensions when their options are used consistently

The built-in overviews

Beyond custom dashboards, two areas of Dalil ship with purpose-built analytics:

Sequences overview: outbound funnel, reply sentiment, sends today, and per-campaign stats (opened / clicked / replied / positive replies); see Monitoring & optimizing results
Workflows overview: run health, failures by cause, and AI token consumption; see Monitoring workflow runs

Use those for channel-specific monitoring, and the Analytics dashboards for the cross-cutting picture: pipeline health, team performance, and how outreach turns into revenue.

Example dashboard: weekly pipeline review

Funnel Chart: sales pipeline conversion from Discovery to Closed Won
Stage Movement: deals that entered Negotiation this week
Spot Chart: open deals by owner
Historical Chart: new opportunities created per week over the quarter
Spot Chart: deals by Dalil Score band, so the team starts with the hottest ones

Ten minutes to build, and your weekly review runs off live data instead of a stale slide.

Key outcome

Analytics closes the loop of the operating system: pipelines structure your process, sequences and workflows run it, and dashboards show whether it's working, all from the same live data, in the same tool.

Analytics & dashboards