Data Builder for Perfex CRM By Head Random • 2026-05-04 3:20 AM

Executive Dashboards That Live Outside Your CRM

The Visibility Gap

Your Perfex CRM has every number your leadership team needs — revenue, pipeline, project status, cash flow. But those numbers are locked inside an admin panel that requires login credentials, technical knowledge, and patience.

When your CEO asks “How are we doing this quarter?”, the answer shouldn’t require:

  • Logging into the CRM

  • Navigating to the right module

  • Exporting data to Excel

  • Building a presentation

Data should flow to where decisions happen — the boardroom TV, the client portal, the operations dashboard on the wall.

Public Charts: Embed Anywhere

Data Builder lets you create reports and then publish them as embeddable charts — accessible via a public URL, no CRM login required.

How it works:

<iframe loading="lazy" src="https://your-crm.com/data_builder/public/chart/monthly-revenue"
        width="100%" height="400" frameborder="0"></iframe>

The chart updates in real-time from your database. No manual refresh. No stale screenshots.

Branded Dashboards

Public charts support customizable headers and footers:

  • Add your company logo

  • Set custom titles and descriptions

  • Brand colors and styling

  • Professional presentation for external stakeholders

Your quarterly board report can look like a polished BI dashboard — not an exported table with your CRM’s admin branding.

Flexible Time Periods

Charts support multiple aggregation periods:

  • Minute — real-time operations monitoring

  • Hourly — daily operations tracking

  • Daily — weekly performance reviews

  • Monthly — standard business reporting

  • Yearly — annual trends and comparisons

Users can toggle between periods directly on the chart — no new report needed.

Report Groups: One View, Multiple Reports

Leadership doesn’t want 10 separate report links. They want a single dashboard with everything.

Report Groups organize related reports into tabbed navigation:

  • Finance Tab: Revenue, Outstanding Invoices, Cash Flow

  • Sales Tab: Pipeline, Conversion Rates, Agent Performance

  • Operations Tab: Project Status, Task Completion, Staff Productivity

One URL. Multiple reports. Tab between them like a professional BI tool.

12 Pre-Built Dashboard Presets

Get started immediately with pre-built report configurations:

# Preset Use Case
1 Daily Invoice Payment Records Daily finance monitoring
2 Top Paying Clients Dashboard Client value analysis
3 Sales Agent Revenue Performance Sales team KPIs
4 Outstanding Invoice Tracker Accounts receivable management
5 Project Profitability Report Project financial health
6 Executive KPI Dashboard C-level overview
7 Client Payment Behavior Analysis Cash flow prediction
8 Staff Productivity Board HR/operations metrics
9 Finance + Cashflow Dashboard CFO dashboard
10 Webhook Event Monitoring Technical operations
11 Daily Sales by Invoice Item Product-level sales
12 Quarterly Sales Reports Q1-Q4 comparisons

Each preset is customizable — use as-is or modify to match your business needs.

Controlled Access

Public doesn’t mean unsecured:

  • View Scopes: Control exactly who sees each dashboard

  • Shared + Hybrid logic: Grant access by role or individual user

  • API token restrictions: Embedded dashboards respect token permissions

  • No sensitive data exposure: Sensitive columns are automatically excluded

Data Where Decisions Happen

Stop printing reports. Stop emailing Excel files. Stop asking people to log into the CRM.

Put your business data on screens, in portals, and in dashboards where it drives actual decisions.

Embed. Share. Decide.