The Analytics module in Cinqd gives you real-time visibility into performance, productivity, revenue, and operational efficiency across your entire business. It consolidates data from Task Manager, CRM, HR, and Proposals into clear dashboards and structured reports, so decisions are always data-driven.
Navigating to Analytics
From the main left-hand menu:
Modules → Analytics
Once selected, the Analytics module expands into two main sections:
- Dashboard
- Reports
Analytics-Dashboard
Analytics → Dashboard
The Dashboard is your high-level performance snapshot. It allows you to view, customise, and export key metrics across different modules.
Key Actions on the Dashboard
- + Widget (Top Right)
Add new performance widgets to the dashboard.
Export PDF
Download the current dashboard view as a PDF for sharing or reporting.
Adding & Managing Dashboard Widgets
Click + Widget to open the widget configuration modal.
Widget Categories (Tabs)
You can add widgets from the following categories:
- Task Manager
- CRM
- HR
- Proposals
- Active
Each tab contains relevant metrics for that module.
Example: Task Manager Widgets
Available widgets include:
- Completed Tasks
- My Completed Tasks
- Completed Workflows
- My Completed Workflows
- Completed Projects
- My Completed Projects
- Ready Tasks
Each widget has a toggle switch:
- Turn ON → Widget appears on the dashboard
- Turn OFF → Widget hidden
Once selected, click Save to apply changes.
Widget Controls & Visibility
Each widget includes a toggle switch:
- ON → Widget appears on the dashboard
- OFF → Widget is hidden
This allows users to customise Analytics based on their role.
Widget Filtering Options
Each widget in Analytics supports built-in filtering, allowing users to narrow down results without leaving the dashboard.
Common Filtering Capabilities
Depending on the widget, you can filter by:
- User / Assignee
- View only your data or switch to another team member
- Time period
- Today
- Last week
- Last month
- Custom date range
- Ownership
- “My” vs “All” (e.g. My Completed Tasks vs Completed Tasks)
These filters allow you to:
- Compare individual vs team performance
- Review recent productivity trends
- Focus on specific reporting periods
Filters update widget data instantly, without refreshing the page.
Active Tab:
The Active tab shows a list of widgets that are currently active on your dashboard.
What the Active Tab Does
- Displays only the widgets that are enabled
- Allows users to toggle widgets ON or OFF
- Helps customise and control what appears on the dashboard
How It Works
- If a widget is ON, it appears on the dashboard
- If a widget is OFF, it is hidden from the dashboard
- Users can deactivate widgets they don’t need and keep only relevant metrics visible
When to Use the Active Tab
- To clean up your dashboard
- To focus on specific metrics
- To quickly manage dashboard visibility without deleting widgets
Analytics-Reports
Analytics → Reports
The Reports section provides detailed, structured insights across each module.
Report Structure Explained
Each report screen follows the same layout:
Tabs at the Top
- General – Pre-built system reports
- Custom Reports – User-created reports (if enabled)
Report Groups
Each group is collapsible and contains related reports.
Icons on reports:
- Star – Mark as favourite
- Action icon – Open or configure the report
Task Manager Reports
Analytics → Reports → Task Manager
Available Report Groups
1. Task Reports
- Tasks Report
- Tasks Efficiency Report
2.Workflow Reports
- Workflows Efficiency Report
3. Employee Reports
- Employee Efficiency Report
Auto Reporting:
Auto Reporting lets you automatically send analytics reports on a schedule, removing the need for manual exports.
Where to find it
Analytics → Reports → (Task Manager / CRM / HR)
Available under the General tab.
How Auto Reporting Works?
1. Expand a report (e.g. Tasks Report or Workflow Efficiency Report).
2. Turn Schedule autoreport ON.
3. Configure:
- Report name
- Send to / Email address
- File type (CSV)
- Frequency (e.g. Daily)
- Start date and optional End date
4. Click Save.
The report will now be generated and emailed automatically based on the selected schedule.
These reports help you:
- Track task completion
- Measure workflow effectiveness
- Identify productivity bottlenecks
- Compare individual vs team performance
Proposal Reports
Analytics → Reports → Proposal
Available Report Groups
1. Employee Reports
- Employee Performance Report
- Business Structure Performance Report
2. Proposal Reports
- Proposals Report
3. Service Reports
- Service Performance Report
These reports provide insight into:
- Proposal success rates
- Team contribution to proposals
- Performance by service type
- Revenue-driving activities
CRM Reports
Analytics → Reports → CRM
Available Report Groups
1. Contact Reports
- Customer Report
- Supplier Report
2. Revenue Reports
- Revenue Distribution
- Revenue Distribution by Company Structure
- Revenue Distribution by Customers
Use CRM reports to:
- Analyse customer and supplier data
- Understand revenue sources
- Track income concentration risks
- Evaluate performance across business units
HR Reports
Analytics → Reports → HR
HR Reports- General
1. Employee Reports
- Employee Report
2. Time-offs Reports
- Time-offs Reports
3. Financial Reports
- Expense Report
4. Assets Reports
- Assets Report
HR Analytics helps you:
- Monitor workforce data
- Track time-off usage
- Control expenses
- Manage and audit company assets
HR Reports- Custom Reports
Analytics → Reports → Custom Reports
This section is reserved for:
- User-defined reports
- Tailored analytics views Role-specific reporting needs
(Availability depends on permissions and configuration.)
Why Analytics in Cinqd Matters?
Cinqd Analytics removes the need for:
- Manual reporting
- Spreadsheet consolidation
- Disconnected performance tracking
Instead, it provides:
- Centralised insights
- Real-time decision support
- Consistent reporting across teams and modules
The Analytics module turns operational data into actionable intelligence, helping leaders, managers, and teams stay aligned, accountable, and informed.