Thanks for choosing Limitlytics! This knowledge base will help you get the most out of every feature, whether you're just getting started or looking for something specific.
What is Limitlytics?
Limitlytics is an all-in-one analytics and CRM platform built for sales teams, agency owners, coaches, and service businesses. It brings your contacts, deals, revenue, expenses, and performance data into one place so you can make better decisions and grow faster.
Here's what you can do with Limitlytics:
- Track contacts through a 12-step sales funnel, from first touch to closed deal
- Manage deals and payments with full transaction tracking and refund support
- Monitor performance with pre-built Sales and Financial dashboards
- Build custom dashboards with drag-and-drop widgets tailored to your needs
- Collect daily reports from your team with configurable data fields and targets
- Track expenses across fixed costs, recurring costs, commissions, and taxes
- Manage your team with role-based access, user assignments, and per-user timezones
Who is Limitlytics for?
Limitlytics is designed for:
- Sales managers who need visibility into their team's pipeline and performance
- Agency owners tracking client acquisition, revenue, and profitability
- Coaches and consultants managing one-on-one sales funnels with payment plans
- Service business operators who want a single platform for CRM, reporting, and financials
Whether you're a solo operator on the Silver plan or running a full team on Platinum, Limitlytics scales with you.
How this documentation is organized
The docs are grouped into sections that follow the natural flow of using Limitlytics:
| Section | What you'll find |
|---|---|
| Getting Started | Account setup, first steps, and navigation |
| Contacts & CRM | Managing contacts, the sales funnel, and the contacts board |
| Deals & Revenue | Offers, closing deals, payments, and transactions |
| Dashboards & Analytics | Sales, Financial, Sources, and Custom dashboards |
| Reports & Data | Data fields, report forms, and daily submissions |
| Expenses | Fixed, recurring, commission, and tax expense tracking |
| Team & Settings | Team management, app settings, and user profiles |
| Billing | Plans, pricing, and subscription management |
| Support | FAQ and troubleshooting |
You can read them in order for a full walkthrough, or jump straight to the topic you need.
Key concepts
Here's a quick glossary of terms you'll see throughout Limitlytics:
| Term | What it means |
|---|---|
| Team | Your workspace in Limitlytics. All data is isolated per team. Each team has an owner, a currency, and its own set of contacts, offers, and dashboards. |
| Contact | A person in your sales pipeline. Contacts have a status (funnel stage), a source (where they came from), and can be assigned to one or more team members. |
| Offer | A product or service template with a name and price. When you close a deal, you link an offer to a contact. |
| Deal | A specific sale linking a contact to an offer. Deals can be "New" (first purchase) or "Upsell" (additional purchase). |
| Data field | A configurable metric your team tracks, like "calls made" or "emails sent." Used in report forms and dashboards. |
| Report submission | A daily entry where a team member submits their activity numbers for each assigned data field. |
| Dashboard | A page of charts, stats, and tables that visualize your team's performance. Limitlytics includes built-in Sales, Financial and Sources dashboards, plus customizable ones on the Platinum plan. |
| Expense | A cost tracked in the system. Can be one-time (fixed), monthly (recurring), commission-based, or tax-based. |
| Admin | A team member with full access to all features: contacts, dashboards, expenses, settings, and more. Regular users have limited access. |
Ready to get started? Head over to the Quick Start Guide to set up your account and create your first contact.