Business Intelligence - Custral Docs

Business Intelligence turns the records and conversations already in Custral into interactive charts, dashboards, and team-performance reports. All on live data, with no separate warehouse to sync.

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Build your first report

Add a chart to a dashboard and drill into the records behind it.

What you can do

Reporting & charts

Over a dozen chart types (bar, line, funnel, heatmap and more) on any object.

Dashboards

Arrange reports into a shared view, filtered together.

Team performance

A row-per-teammate table of calls, demos, emails, and deals.

Best practices

Structure reports and dashboards for impact.

Feature reference

Feature	What it does	Use it when
Charts	Over a dozen visual report types on any object, grouped and measured	Visualizing a metric or a distribution
Drill-down	Click a segment to open the underlying records	You need the “why” behind a number
Filters	Per-block and dashboard-level scoping	Focusing one report or a whole board
Stat card	A single headline KPI number	Highlighting one metric
Aggregate table	Per-teammate activity with rates and ratios	Comparing reps or tracking activity

Works with

Reports run on the data and surfaces you already have. Nothing to sync.

Data & records

Every chart groups and measures your objects and records directly.

Surfaces

Dashboards are a view type; drill-downs open the records behind a segment.

Blocks

Charts and stat cards are blocks you drop into any view.

Communications

Report on conversation volume, response time, and outcomes across the team.

Reporting · Dashboards
Looking for conversation analytics, sentiment, or call coaching? Those live under Conversations and Coaching, not BI.

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