Reports, Analytics & Export
Insights that drive decisions, on demand
About this Module
Transforms raw data from every AimFin module into actionable intelligence. Build custom dashboards, schedule automated report delivery, and export data in any format. From executive KPIs to granular operational metrics, every insight is one click away.
Key Features
How It Integrates
Pulls real-time financial data for P&L, balance sheet, and cash flow reporting
Aggregates pipeline metrics, win rates, and sales velocity for revenue dashboards
Reports on headcount, attrition, leave utilization, and performance distributions
Enforces data access policies on report visibility based on user roles
Ideal Use Cases
Generate regulatory compliance reports with audit trails and automated submission scheduling
Build production efficiency dashboards correlating output volumes with labor costs and equipment downtime
Track project profitability with billable vs non-billable hour analysis and client revenue attribution
Product Preview
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