Login
Register
Zaris Tech Logo

Listview Analytics

Gain instant insights directly from your records.

Analyze key metrics, trends, and performance data directly within list views without exporting records. List View Analytics helps users quickly identify patterns, monitor business activities, and make informed decisions using real-time summaries and visual indicators embedded within their data views.

Visual analytics

Convert any list view into interactive charts and graphs with real-time sorting and filtering.

No third-party tools

Record drill-down

Open any record for deeper context key fields, activities and comments alongside analytics.

Detail View · Summary

KPI tiles

Mini-charts and KPI cards like Lead Source breakdown appear directly above your list data.

One-click metrics

Instant Analytics on the Go

List View provides a compact snapshot of key metrics directly from the list view. Sales and management teams can instantly spot trends and performance indicators without generating a full report.

  • Quick insights with mini-charts and KPIs.
  • Helps track progress without full report generation.
  • Saves time with one-click access to metrics.
Instant Analytics on the Go

Analytics Built Into Every List

Start from familiar CRM lists Contacts, Leads, Organizations and more then switch to analytics mode to see summaries generated from the same filtered dataset you are viewing.

  • Convert list view data into interactive charts and graphs.
  • Real-time analytics with sorting and filtering options.
  • No need for third-party reporting tools.
list view-Analytics Built Into Every List

Comprehensive Data Analysis at Record Level

Detail View gives deeper insights into individual records or filtered groups. Users can drill down into opportunities, leads, or contacts to measure performance against goals.

  • Detailed analytics for selected records or groups.

  • Compare performance across sales reps, regions, or timeframes.

  • Supports better decision-making with granular insights.