Turn data into decisions

Reporting and analytics in one place.

Connect CRM, HRM, projects and finance into unified dashboards your leadership can trust.

Explore reporting workspace
Single source of truth
Single source of truth

One reporting layer across sales, operations, HR and finance.

Faster decision making
Faster decision making

Answer key questions in minutes instead of waiting for manual reports.

Self-service insights
Self-service insights

Leaders and managers can explore data without touching raw spreadsheets.

Aligned KPIs
Aligned KPIs

Everyone tracks the same metrics and definitions across the company.

Clean, fresh data
Clean, fresh data

Automatic refreshes keep dashboards up-to-date with live activity.

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Decision engine

Bring all your business metrics into one view.

Lubyc reporting management pulls data from CRM, HRM, projects, accounting and more, giving you unified dashboards for revenue, productivity, profitability and growth.

Reporting that works for every department.

Pre-built dashboards for leadership, sales, HR, finance and operations.

Revenue & pipeline overview
Sales
Revenue & pipeline overview

Track bookings, pipeline coverage and win-rates by team or region.

People & capacity metrics
HR
People & capacity metrics

Headcount, attrition, absenteeism and overtime in one dashboard.

Delivery & utilization
Projects
Delivery & utilization

Monitor project health, on-time delivery and team utilization.

Profitability & cash flow
Finance
Profitability & cash flow

Stay on top of margin, expenses and collections.

Reporting features built on top of your Lubyc data.

Unified data model

Sales, HR, finance and operations data in a single schema.

Pre-built dashboards

Ready-made views for leadership and department heads.

Custom KPI builder

Define your own metrics and formulas without code.

Filters & segments

Slice data by team, region, product, customer type and more.

Drill-down views

Click into charts to see underlying records and details.

Scheduled reports

Email PDFs or links to stakeholders on a recurring schedule.

Role-based access

Control which team sees which dashboard and metric.

Real-time refresh

Keep dashboards fresh with scheduled or on-demand syncs.

Export & share

Export data to CSV or share live links with collaborators.

Drill-through to records

Jump from a chart directly into the underlying CRM or HR record.

Cross-module insights

Combine CRM, HRM, projects and finance in one chart.

Executive overview

Company-wide KPI dashboard for the leadership team.

Let's Get Started!

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