Home Products Analytics & Reports
Obentric Analytics & Reports

Analytics & Reports

Every number, one dashboard

Cross-platform reporting that no siloed tool can match. Revenue trends, headcount, pipeline health, project profitability and HMRC compliance — all in one place, with AI-generated narrative summaries.

8

Modules connected

AI

Narrative summaries

Export

PDF & Excel

14-day free trial · No credit card required

app.obentric.com/analytics
Revenue Traffic Sources AI Insights
Live

Revenue

@moneySymbol142,500

+14% MoM

Expenses

@moneySymbol89,200

-3% MoM

Monthly Revenue94%
New Customers78%
Conversion Rate65%
Organic Search1,764 visits
42%
Direct1,176 visits
28%
Referral756 visits
18%
Social Media504 visits
12%

Revenue up 14% MoM — Q1 forecast looks strong.

3 invoices overdue — ACME, BlueSky, Nexus.

Top channel: Organic (42%). Increase SEO budget.

VAT return due in 18 days. All data complete.

Core features

Everything you need in Analytics & Reports

Every feature is built in — no plugins, no integrations, no extra cost.

Cross-Module Dashboards

One dashboard showing KPIs from Accounting, HR, CRM, Projects and more — no imports, no manual stitching.

Revenue & Cost Trends

Monthly and quarterly revenue, cost of sales and gross margin trends with year-over-year comparisons.

AI Narrative Summaries

Ask Obentric AI to summarise this month's performance. Get a plain-English paragraph covering revenue, headcount, pipeline and risks.

Pipeline & Sales Reports

Deal velocity, win rates, revenue forecast and pipeline value by stage — updated in real time from your CRM data.

Headcount & HR Reports

Headcount by department, leave usage, absence rates and training compliance — all from live HR data.

Exportable Reports

Export any report to PDF or Excel. Schedule automated email delivery to stakeholders monthly.

Quick setup

How it works

Up and running in minutes, not months.

1

Install the modules you need

Analytics pulls from every installed module automatically. No configuration needed.

2

View your dashboard

Real-time KPIs across finance, people, sales and operations in one view.

3

Ask AI and export

Get an AI narrative of performance, then export to PDF or schedule automated reports.

Explore other modules

See all →
Analytics & Reports

Ready to get started?

Choose a plan that includes Analytics & Reports. Start free for 14 days — no credit card needed.

View plans & start trial

14-day free trial · No credit card · Cancel anytime

Build your custom plan

Select the modules your business needs

Monthly total

£ /month

14-day free trial

No credit card needed

Your selected modules and price are locked in at signup