#Where analytics live

Reporting is spread across a few purpose-built surfaces in the dashboard. Each pulls from your tenant's own rows in Supabase, scoped by tenant_id, so you only ever see your organization's data.

#The Analytics dashboard

/dashboard/analytics is the fastest read on how the business is doing. It fetches leads, deals, tasks, and members for your tenant in parallel and computes headline metrics client-side. The date-range selector in the header (7d / 30d / 90d / all) limits leads, deals, completed tasks and task completion rate to records created in that window. Active and expiring members and pending and overdue tasks are always counted as of today, over every record, whatever the range.

Metrics you get

• Leads by status (new, contacted, qualified, converted) and by source.
• Deals: total count, total value (sum of amount), weighted value (amount x probability / 100), and deals by pipeline stage.
• Tasks: total, completed, pending, and overdue (pending tasks with a due_date in the past).
• Members: total, active, and expiring soon (active members whose renewal_date falls within 30 days).
• Performance: conversion rate and task completion rate.

#The 2026 reporting suite

The Reports hub groups deeper reports into annual, quarterly, and monthly cadences. These pages query live tenant data through the Supabase client rather than showing samples.

• Annual: revenue trend, lead trend, source distribution, conversion by rep.
• Monthly: revenue and closed sales, lead source breakdown, conversion rates, rep activity, individual performance, activity log vs. targets, in-house vs. self-generated, outside advisor production.
• Quarterly: target tracking backed by the quarterly_targets table.

1. 1
   Open the Reports hub

   Go to /dashboard/reports and filter templates by category (Sales, Marketing, Team, Operations, Finance, Productivity).
2. 2
   Jump into the 2026 suite

   Follow the 2026 CRM reporting suite link to reach the annual, quarterly, and monthly report groups.
3. 3
   Pick a cadence and report

   Choose, for example, Monthly then Revenue and Closed Sales, or Annual then Revenue Trend, to load numbers computed from your live records.

#Commissions, communications & commerce

Beyond the CRM dashboard, three domain APIs expose aggregated metrics you can pull directly. All require an authenticated tenant user.

Commission summary

GET /api/commissions/summary aggregates rows from commission_records. Non-admins always see only their own agent summary; org owners and agency admins can pass agentId for a single agent or omit it for a tenant-wide roll-up. Optional periodStart and periodEnd filter by the record period.

{
  "type": "agent",
  "summary": {
    "agentId": "…",
    "agentName": "Jane Advisor",
    "totalPending": 4200,
    "totalApproved": 1800,
    "totalPaid": 9500,
    "recordCount": 37,
    "avgCommissionRate": 8.5
  }
}

totalPending / totalApproved / totalPaidnumber

Sum of final_amount for records in each status bucket.

recordCountnumber

Number of commission records in the period.

avgCommissionRatenumber

Mean of rate_applied across all records in the period.

agentCountnumber

Tenant summaries only — count of distinct agent_id values.

Communications analytics

GET /api/communications/analytics accepts period (7d, 30d, 90d, 1y — default 30d) and type (calls, meetings, all). It aggregates the daily call_analytics and meeting_analytics tables and derives answer rate, completion rate, and average durations, plus a today quick count from communications and video_meetings.

Commerce stats

GET /api/commerce/stats returns order counts and revenue (in cents) for today, this week, and this month, plus a byProvider breakdown across connected stores (for example Shopify or WooCommerce).

#Exporting data

Anywhere you see an Export button, Olyron calls POST /api/exports, fetches up to 10,000 matching rows for your tenant (newest first), and hands them to a client-side exporter that produces CSV, XLSX, or PDF. If more rows match, the response sets metadata.truncated with the full totalCount and the app tells you the file stopped at 10,000. Every export is written to the audit log.

{
  "type": "deals",
  "format": "csv",
  "filters": {
    "status": "won",
    "dateFrom": "2026-01-01",
    "dateTo": "2026-06-30"
  },
  "columns": ["name", "amount", "stage", "created_at"],
  "title": "H1 Won Deals"
}

#How aggregation works & limits

• Every query is scoped by tenant_id, enforcing tenant isolation across all reports and exports.
• Dashboard metrics are computed in the browser from freshly fetched rows, so they reflect the current state each time you load or change the date range.
• Rep activity counts leave out inbound (customer) WhatsApp messages. Every WhatsApp message still appears on the contact or lead timeline, but only messages the team sent count as a rep's activity.
• Communications and marketing analytics roll up pre-aggregated daily tables (call_analytics, meeting_analytics, landing_page_events) — expect a short lag until a day's activity is fully captured.
• Role matters: on the commission summary, only org owners and agency admins can view tenant-wide or other agents' numbers; everyone else is limited to their own.