← Back to Business Intelligence Dashboard overview
Quick Start — Business Intelligence Dashboard
Executive BI dashboards, KPI analytics and reporting for Perfex CRM
5-minute Quick Start
Follow this short path the first time you use Business Intelligence Dashboard:
- Activate — Setup → Modules → activate Business Intelligence Dashboard (run Upgrade if prompted).
- Permissions — Setup → Staff → Roles → enable view/create/edit (and approve/settings if needed) for this module.
- Settings — Open Business Intelligence Dashboard → Settings and save company defaults, prefixes, and integrations.
- Master data — Create the first required masters (products, warehouses, templates, channels, accounts, routes, etc.).
- First transaction — Create one sample record end-to-end (save → submit/approve → complete) and confirm it appears in lists/reports.
- Cron — If the module uses alerts, sync, queues, or AI, confirm Perfex CRM cron is scheduled on the server.
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 |
Related: How to Install · Features · FAQ & Tips