Official Documentation

Perfex Insight Pro

Advanced analytics, reporting, dashboard builder, and provider ecosystem for Perfex CRM.

Get Started Dashboard Builder Provider Ecosystem

Dashboard Builder Ready

Core Perfex Provider Included

Addon Providers Planned

Documentation Version 1.0.0

01 Installation Install, activate, and verify the module. 02 Dashboards Create, clone, manage, and assign dashboards. 03 Widget Library Browse KPIs, charts, tables, calendars, and feeds. 04 Providers Understand core and official addon providers.

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