Holisticsv1.0.4

Create a dashboard that automatically refreshes daily to show sales KPIs, pipeline stage counts, and conversion rates from a CRM dataset. Ideal for sales leaders who need up-to-date insights without manual reporting.

Build a report that segments customers by churn risk based on usage patterns, support tickets, and billing history. Helps customer success teams prioritize retention efforts.

Automate monthly financial summaries including revenue, expenses, burn rate, and runway. This allows founders and CFOs to quickly assess financial health and make data-driven decisions.

Monitor stock levels, reorder points, and supplier performance across multiple warehouses. This report helps supply chain managers reduce stockouts and overstock situations.

Track the performance of multiple marketing campaigns, including cost per lead, conversion rates, and overall ROI. Marketing teams can optimize spend in real time.

Offer a subscription-based analytics package that provides clients with custom dashboards and automated reports, enabling recurring revenue from BI as a service.

Provide professional services to help companies set up Holistics, build data pipelines, and create tailored reports. Revenue comes from one-time setup fees and ongoing support contracts.

Embed Holistics dashboards and reports into your own SaaS product, offering end customers actionable insights without building in-house analytics. This adds value and reduces churn.