#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. A date-range selector (7d / 30d / 90d / all) sits in the header.

Metrics you get

• Leads by status (new, contacted, qualified, converted) and by source.
• Deals: total count, total value (sum of amount), and weighted value (amount x probability / 100).
• 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, and hands them to a client-side exporter that produces CSV, XLSX, or PDF. 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.
• 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.