Why it matters
Find your top performer, your weakest source, and your biggest pipeline leak — in 30 seconds. Then act on it.
Find your top performer before your Monday meeting
Open the Sales dashboard. Team Performance tab. See who's ahead, who's behind, and by how much — before your coffee is cold.
See which portal wastes your budget
Lead Analytics breaks conversion rate by source — IndiaMART vs 99acres vs Facebook vs WhatsApp. The weakest source reveals itself, not after a quarter of spend, but this week.
Numbers you can act on, not a stale screenshot
The Executive Dashboard shows 'Updated < 1 min ago' — a specific UI indicator, not a marketing phrase. Your Monday review starts with current numbers.
How Cratio analytics works
Four facets. One platform. No separate BI subscription.
A dashboard already built for every role in your sales org
Executive, Sales, Lead, Call, and WhatsApp dashboards — all ready on day one. No wizard, no blank canvas, no 'we'll configure it in onboarding.' Open Cratio and the view is waiting.
- Executive Dashboard — fully customisable widgets, drag-drop layout, saved presets · the 'how's the business' view for founders and sales heads
- Sales + Lead Analytics — conversion funnel, source mix, response time, pipeline ₹ — the daily driver for sales managers
- Call Analytics — telecaller scorecards and Daily Call Target Tracker surface the rep off pace by 11 am
- WhatsApp Analytics — template performance, delivery rate, reply rate, and quality-score alerts for your registered numbers
Most competitors name zero dashboards. Cratio ships seven by role — all live day one.
The answers you need before Monday morning
Ten ready-made reports cover leads, revenue, calls, tasks, and WhatsApp. Open the one you need, filter by date or rep, drill into a number, export when you need receipts. Zero setup.
- Who's converting best — Leads Pivot by Owner × Stage, drill down to the deal
- What's closing — Revenue Pivot and Revenue Forecast by source and owner
- Who's on pace — Daily Call Target Tracker surfaces connection rate vs target, per telecaller
- What's going stale — Lead Aging Watchlist sorts silent leads by days untouched
- How fast we respond — First Response Summary shows the distribution, not just the average
Ten named reports — plus the no-code builder below for anything else
Build your own in minutes — no SQL, no consultant
Pick rows, columns, and measures from the KPI library. Filter by date, owner, source, or any custom field. Save up to 25 reports per user. Every metric your sales ops team asks about is already a measure — nothing to configure.
- No-code pivot designer — pick rows, columns, and measures from drop-downs
- Data sources — Leads, Calls, Tasks · pick any and build
- 20+ ready KPIs — conversion rate, response time, pipeline ₹L, connection rate, reply rate, overdue count, and every other number your scorecard runs on
- Filters: date range, owner, source, stage, custom field — stackable
- Save up to 25 reports per user — share the view, not a screenshot
Not SQL. Not a BI consultant. Just pick what you want to see.
Live enough to act on. Exportable when you need receipts.
Visualise any metric as a bar, pie, funnel, line, area, gauge, or leaderboard. The Executive Dashboard shows 'Updated < 1 min ago' — not a vague 'real-time' promise. Date presets per tab, drill-down on any chart, export to CSV when you need to ship the number.
- 7 chart types — bar, pie, funnel, line, area, gauge, leaderboard
- Executive Dashboard shows 'Updated < 1 min ago' — specific, not vague
- Date presets per tab — Today / This week / This month / Custom range
- Drill into any chart to see the underlying records
- Filter, drill, export — get the data out when you need it
Other tools say 'real-time.' Cratio shows you exactly when the data last refreshed.
Analytics & reports — common questions
Can't find your answer? Write to us at hello@cratio.co.