Analytics / AI / owner dashboard
AI Analytics
A single screen for the owner and sales manager: revenue, losses, reaction speed, weak managers, problematic transactions and AI tips on where money is flowing right now.
Live preview
Analytics interface in CODE9 style
A separate screen with a business overview, loss block, AI insights, managers and reaction speed. If the iframe is not loads, the page still remains selling and leads to a live prototype.
Review
Home screen
Sales, amount in progress, response speed, overall funnel, manager statuses and current business temperature.
Losses
Where does the money burn?
A separate block for missed calls, missed applications, delayed stages and transactions that remain cold without movement.
AI
What AI noticed
Highlighting anomalies, risks for specific transactions, weak managers and segments where conversion is already beginning to decline.
Screen structure
Not just reports, but a management screen
The site does not sell a “dashboard”, but a clear management system: where to look at a business in the morning, how to see a weak point and how to quickly move from signal to action.
Revenue, current load, daily dynamics, amount in progress and key metrics of the sales department.
Who is stalling, who is slowing down, where there are delays, where there are few touches and which deals remain without the next step.
Calls, instant messengers, response speed, unprocessed requests and the quality of the first response to leads.
Segments, new and repeat requests, high-value leads, repeat touches and the quality of customer return to the transaction.
Channels, stages and managers where a business is already losing money without waiting for the end of the month and manual analysis.
Automatic signals: where is the anomaly, what has gone wrong, where is the risk in the transaction and what the manager needs to check right now.
For the owner
Order instead of guesswork
It’s clear how much money is in the works, where the team is slowing down, and which advertising channel actually brings the deal to fruition.
For ROP
Control without manual audit
You can see who is not following up on leads, where the response is sagging, what deals require attention and who needs analysis today.
For CODE9
Link CRM + AI + BI
This is not a separate report, but part of the CODE9 system: amoCRM, documents, autoscripts, AI and analytics in one stack.
AI noticed
What signals can be shown on the page?
On the site it is better to sell not tables, but specific conclusions: the manager has slowed down, the channel has stopped producing quality deals, Some leads did not receive the second step, large applications were stuck in the warm-up.
FAQ
Frequently asked questions about AI Analytics
Is AI Analytics a separate BI or part of the CRM project?
It is more correct to look at this as a management layer on top of CRM, telephony, instant messengers, tasks and transaction data. Otherwise, the screen will be beautiful, but not working.
Why is AI here if there are already regular reports?
Because it’s not enough for a manager to see the numbers. We need signals: where is the anomaly, where is money being lost, what deal requires attention and who in the team has begun to sag.
Who is it useful for first of all?
Owner, ROP and managers who need a daily decision-making screen, and not a set of disparate reports from CRM and tables.
Related Pages
What to watch with AI Analytics
Sales and funnels
If you need to take a deeper look at where the transaction path sags and at what stage the business actually loses money.
Managers and discipline
To move from the big picture to a management analysis of a specific team and daily discipline.
DataLens and BI
When you need a separate BI layer with summary reports, sources, LTV and deeper cuts.
Manager's reports
Commercial page for management intent: what reports are needed and how to collect them into a work flow.