Collect the data you need, the way you need it
Configurable data fields, per-user report forms with custom questions, and daily submissions that feed every dashboard. Track the KPIs that matter for your business.
Define the metrics that matter to your business
Every business tracks different numbers. Data fields are the static metric definitions your workspace uses today, shaping what gets reported, calculated, targeted, and visualized across the platform.
System and custom fields
Most core sales, payment, pipeline, source, and revenue metrics are computed by the system. Add custom fields for the extra numbers your team still needs to submit manually.
Per-user field assignment
Different team members track different fields. Assign fields through report forms so each user sees only the metrics they own.
Used across the platform
Data fields power report forms, dashboards, planning projections, tax calculations, and commission structures. Define once, use everywhere.
Data Fields
System and custom fields
Most core sales, payment, pipeline, source, and revenue metrics are computed by the system. Add custom fields for the extra numbers your team still needs to submit manually.
Data Fields
Per-user field assignment
Different team members track different fields. Assign fields through report forms so each user sees only the metrics they own.
Personalized forms for every team member
Each user gets their own form with custom questions, daily and weekly targets, and the specific fields they are responsible for. Admins configure forms centrally; users just fill them in.
Custom questions per field
Set the label each user sees on their assigned fields so the form language matches their role. For example, one user may report ad spend while another reports deals closed on their own field set.
Daily and weekly targets
Attach daily and weekly targets to any field per user. Track target achievement automatically, color-coded green/yellow/red by performance.
Flexible form management
Add, remove, and reorder fields per user. Deactivate users to remove form access without deleting historical data.
Quick form access
Open daily reporting from the global quick-actions launcher without navigating away from the page you are on.
Report Forms
Custom questions per field
Set the label each user sees on their assigned fields so the form language matches their role. For example, one user may report ad spend while another reports deals closed on their own field set.
Report Forms
Daily and weekly targets
Attach daily and weekly targets to any field per user. Track target achievement automatically, color-coded green/yellow/red by performance.
Daily data collection, done right
Simple for users, powerful for admins, accurate for everyone.
Daily submission tracking
Users fill their form daily. Submissions are timestamped with their timezone for accurate on-time tracking.
On-time & late tracking
Automatically detects submissions made on the same day as the report date (in the user's timezone). Late submissions show how many days late.
Target achievement monitoring
Per-target achievement is calculated automatically. Color-coded performance helps spotlight where to focus attention.
Timezone-aware
Every user has their own timezone. On-time and date calculations respect that, so distributed teams are treated fairly.
Submission editing
Admins can edit any submission with full audit logging. Correct typos and bad data without losing history.
Filter and review
Filter submissions by user and date range. Quickly review team performance across any time window.
Reporting questions, answered
Clear answers for the teams comparing tools, tightening operations, or deciding how to roll out better reporting.
Any active user assigned to a form can submit daily. Admins configure the forms and can edit submissions as well.
Yes — in fact, that is the default. Every user has their own form with the specific fields, custom questions, and targets relevant to their role.
You can set daily and weekly targets on any field per user. Achievement is calculated automatically and color-coded: green for over 70%, yellow for 50-70%, red below 50%.
Data fields are the fixed metric definitions your workspace tracks today. Many are system-generated, while the rest are custom fields you create to support reporting, dashboards, planning features, targets, and financial calculations.
Every user has their own timezone. On-time submission is calculated based on their timezone, not a global clock. Distributed teams across continents are treated fairly.
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