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Features (Full Detail) — Business Intelligence Dashboard
Current version: v1.0.0
Executive BI dashboards, KPI analytics and reporting for Perfex CRM
This page explains module capabilities in depth so new users understand what each feature does, why it matters, and how to use it inside Perfex CRM.
Feature catalog (explained)
Every major capability below is explained in plain language — what it is, why it helps, and how to use it.
1. Executive KPI dashboard with date ranges and comparisons
In plain words: Executive KPI dashboard with date ranges and comparisons
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to Business Intelligence Dashboard → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
2. Sales, finance, CRM, and operations reports (export/PDF)
In plain words: Sales, finance, CRM, and operations reports (export/PDF)
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to Business Intelligence Dashboard → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
3. Custom dashboards and widget layouts
In plain words: Custom dashboards and widget layouts
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to Business Intelligence Dashboard → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
4. Scheduled report refresh (cron)
In plain words: Scheduled report refresh (cron)
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to Business Intelligence Dashboard → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
5. Analytics — forecast, funnel, cohort, staff performance
In plain words: Analytics: forecast, funnel, cohort, staff performance
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to Business Intelligence Dashboard → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
6. Goals, KPI targets, and formula builder
In plain words: Goals, KPI targets, and formula builder
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to Business Intelligence Dashboard → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
7. Optional integrations with other Nasbix modules
In plain words: Optional integrations with other Nasbix modules
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Enable credentials in Business Intelligence Dashboard → Settings (API keys, webhooks, sandbox/production). Test with a sample record, then monitor the module log or sync screen.
8. REST API and embeddable dashboard tokens
In plain words: REST API and embeddable dashboard tokens
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to Business Intelligence Dashboard → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
Screens map — what each menu is for
These are the admin screens registered by Business Intelligence Dashboard. Click a name in the Knowledge Base for a full how-to, or open the path in admin.
| # | Screen | Admin path | Guide |
|---|---|---|---|
| 1 | BI Dashboard | admin/business_intelligence | How to use |
| 2 | Reports | admin/business_intelligence/business_intelligence_reports | How to use |
| 3 | Custom Dashboards | admin/business_intelligence/business_intelligence_dashboards | How to use |
| 4 | Scheduled Refresh | admin/business_intelligence/business_intelligence_scheduled_reports | How to use |
| 5 | Advanced Analytics | admin/business_intelligence/business_intelligence_analytics | How to use |
| 6 | Goals & Targets | admin/business_intelligence/business_intelligence_goals | How to use |
| 7 | Enterprise Integrations | admin/business_intelligence/business_intelligence_integrations | How to use |
| 8 | API & Embed | admin/business_intelligence/business_intelligence_embed_tokens | How to use |
| 9 | Settings | admin/business_intelligence/business_intelligence_settings | How to use |
Features & workflows from documentation
Features
- Executive KPI dashboard with date ranges and comparisons
- Sales, finance, CRM, and operations reports (export/PDF)
- Custom dashboards and widget layouts
- Scheduled report refresh (cron)
- Analytics: forecast, funnel, cohort, staff performance
- Goals, KPI targets, and formula builder
- Optional integrations with other Nasbix modules
- REST API and embeddable dashboard tokens
Listing highlights
Item Title
Business Intelligence Dashboard — Module for Perfex CRM
Short Description (max ~160 chars)
Executive BI dashboards, KPI analytics and reporting for Perfex CRM — custom dashboards, goals, API & embed.
Category
PHP Scripts > Add-ons > Perfex CRM (or PHP Scripts)
Main File
bash modules/business_intelligence/build_release.sh
Output: releases/codecanyon/business_intelligence-v1.0.0-codecanyon.zip
Assets
| Asset | Path | Size |
|---|---|---|
| ------- | ------ | ------ |
| Thumbnail | codecanyon_listing/images/thumbnail_80x80.jpg | 80×80 |
| Theme Preview | codecanyon_listing/images/main_preview_590x300.jpg | 590×300 |
| Screenshots | Your real UI ZIP — see screenshots_placeholder/SCREENSHOTS_GUIDE.md |
Official HTML documentation (feature sections)
How to use
1. Configure settings
Open Business Intelligence → Settings and set default date range, chart months, snapshot cache, scheduled refresh, goal alerts, API, and embed options.
2. Executive dashboard
Open Dashboard, choose a date range, and review KPI cards and charts based on your Perfex CRM data (invoices, customers, leads, etc.).
3. Reports
Use Reports for Sales, Finance, CRM, and Operations. Export or generate PDF where available.
4. Custom dashboards
Create saved layouts under Custom Dashboards, position widgets, and optionally share with staff.
5. Analytics & goals
Use Analytics for forecast, funnel, cohort, and staff views. Create Goals, KPI targets, and formulas.
6. Daily usage map
| Task | Menu |
|---|---|
| KPIs | Dashboard |
| Exports / PDF | Reports |
| Layouts | Custom Dashboards |
| Forecast / funnel | Analytics |
| Targets | Goals |
| Schedules | Scheduled Reports |
| API / embed | API / Embed Tokens |
Features
- Executive KPI dashboard with date ranges and period comparison
- Sales, finance, CRM, and operations reports (export / PDF)
- Custom dashboards and widget layouts
- Scheduled report refresh (cron)
- Analytics: forecast, funnel, cohort, staff performance
- Goals, KPI targets, and formula builder
- Optional integrations with other Nasbix modules
- REST API, webhooks, and embeddable dashboard tokens
- Granular staff permissions; clean uninstall
Permissions
Capabilities are registered on activation. Assign them under Setup → Staff → Roles:
- bi_dashboard — view executive dashboard
- bi_reports — view / export reports
- bi_dashboards — custom dashboards (view / create / edit / delete)
- bi_analytics — analytics views
- bi_goals — goals (view / create / edit / delete)
- bi_settings — settings, scheduled reports, embed tokens
Cron Jobs
Background tasks run through Perfex CRM's main cron. Example (every 5 minutes):
*/5 * * * * php /path/to/perfex/index.php cron/index > /dev/null 2>&1
Or use the URL cron from Setup → Settings → Cron Job.
BI uses after_cron_run for scheduled report refresh, snapshot cleanup, goal alerts, and optional forecast webhooks.
Uninstall
- Deactivate keeps all module data.
- Uninstall (Setup → Modules) permanently removes all
{prefix}bi_*tables andbi_*options.
Backup the database before uninstalling if you may need the data later.
Related: Quick Start · How to Install · FAQ & Tips · Version & Changelog