CRM Analytics
(CRA)The reporting layer on top of your customer data: pipeline health, forecast accuracy, cohort retention, churn signals and customer lifetime value. It reads the same records the CRM writes, so there is no export and no lag.
Key Features
The reporting layer on top of your customer data: pipeline health, forecast accuracy, cohort retention, churn signals and customer lifetime value.
Pipeline Analytics
Conversion by stage, time in stage, and where deals actually stall. Win and loss reasons aggregated instead of buried in notes.
Forecasting
Weighted and committed forecasts by rep, team and period, measured against what actually closed.
Cohort Retention
Group customers by acquisition period, channel or segment and watch how each cohort behaves over time.
Churn Signals
Rules and scores that flag accounts going quiet before they leave, based on order cadence and engagement.
Customer Lifetime Value
LTV per customer, segment and channel, built from real order history rather than an assumed average.
Campaign Attribution
Tie revenue back to the campaign, source and territory that produced it, across every channel the customer used.
How It Works
Three stages, end to end.
Read, do not export
Analytics runs on the same records CRM, OMS and Commerce write. There is no nightly export to go stale.
Segment and compare
Slice by cohort, segment, channel, rep or territory, and compare periods without building a new report each time.
Act on the signal
Push a segment straight back into a campaign, a price list or a loyalty tier instead of exporting a list.
Integration Flows
See how CRM Analytics connects with other Kubrik ERP modules.
Pipeline → Forecast
Orders → LTV
Signal → Action
Other Modules
Explore the rest of the Kubrik ERP platform.
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