Dashboardsyourteamwilluse.
Notdashboardsthatlookgoodindemos.
Real OLAP pivot tables. Live KPI alerts. Scheduled reports that arrive without anyone pulling them. Analytics that answer questions, not analytics that create more work.
The Problem
Reports shouldn't be a full-time job
Excel exports that take an hour to prepare
Live dashboards that update automatically
Reports that are out of date by the time they're read
Real-time data, always current
BI tools that cost more than your CRM
Analytics included in the platform
Data analysts needed for basic questions
Self-service exploration for everyone
Visualisation Types
Every chart type you need
Build dashboards that tell the story. Mix and match widget types to create views that work for your team.
Bar & Column Charts
Compare values across categories. Stacked, grouped, or simple.
Pie & Donut Charts
Show proportions at a glance. Perfect for status breakdowns.
Line & Area Charts
Track trends over time. Spot patterns and seasonality.
OLAP Pivot Tables
Drill down into any dimension. Slice, dice, and explore your data.
KPI Gauges
Single metrics with targets. Red/amber/green at a glance.
Geographic Maps
Plot cases, clients, or resources by location. Heat maps included.
Sankey Diagrams
Visualise flows between stages. Perfect for conversion funnels.
Custom Dashboards
Combine any widgets. One view for everything that matters.
Capabilities
Analytics that actually work
Real OLAP, Not Fake Pivots
Actual pivot table functionality. Drag dimensions. Drill into cells. Calculate subtotals. The analysis you do in Excel, but live on your real data.
Calculated Metrics
Build derived measures from your data. Percentages, averages, YoY comparisons, custom formulas. No exports required.
KPI Alerts
Set thresholds. Get notified when metrics cross them. Daily SLA breaches trending up? Know before it's a crisis.
Scheduled Reports
Excel, PDF, or email delivery. Daily, weekly, monthly. Management gets reports without anyone pulling them manually.
Row-Level Security
Control who sees what data. Team leads see their team. Directors see everything. Same dashboard, different views.
Public Embedding
Share dashboards externally without login. Client portals, public displays, embedded reports. Secure, controlled access.
Dashboard Builder
One view for everything that matters
Operations Dashboard
Part of the Platform
Analytics on your live data
No exports. No syncing. No waiting for overnight updates. Analytics queries your live SwiftCase data directly. What you see is what's happening right now.
- Cases, tasks, and CRM data
- Workflow execution logs
- User activity and time logs
- Communication history
- Document generation stats
See what insights your data could reveal
Bring your questions. We'll show you how SwiftCase analytics can answer them - with your actual data structure, not a demo dataset.