Reports
Live dashboards, built by asking
Ask for the numbers you care about and K3X builds the dashboard. Pipeline, revenue, activity and agents, live from your records and always up to date.
Live
numbers straight from your records, never exported
1 prompt
to build a chart, a metric or a whole dashboard
Any metric
pipeline, revenue, activity, churn and agents
Dashboards
Every number your team checks, on one live screen.
Pipeline
Metric
Open
Weighted
By stage
By owner
Pipeline
Open and weighted pipeline by stage, owner and month.
Revenue
Metric
Closed won
Net new
ARR
Churn
Revenue
Closed won, net new ARR and churn, compared to any period.
Activity
Metric
Emails
Calls
Meetings
By rep
Activity
See who is emailing, calling and booking, and what turns into pipeline.
Leads
Metric
New
Source
Converted
Cost
Leads
New leads by source, and how many become meetings and deals.
Agents
Metric
Runs
Success
Meetings
Credits
Agents
What your agents did, how often they worked and what they booked.
Custom
Metric
Ask
Chart
Filter
Share
Custom metrics
Ask for any number and add it to a dashboard your team can open.
How it works
Ask for a number. Get a dashboard.
STEP 1
Ask for what you want to see
Describe the metric in plain words, in K3X, Claude or ChatGPT.
STEP 2
K3X builds it live
Charts and metrics are built from your records and refresh on their own.
STEP 3
Share and dig in
Share dashboards with your team and ask follow-up questions about any number.
Analytics
Overview
Open pipeline
Live
Last 12 months · Updated in real time
Owner
MC
Maya Chen
Open pipeline
$1.24M, up 18%
Closed won
$412K, up 14%
Win rate
34%
Meetings booked
96
Updated
Just now
Claude · K3X connected
Add a chart of meetings booked by agents vs reps for the last 90 days.
Done. I added Meetings by source to your Overview dashboard. Agents booked 61 of the 96 meetings.
1 chart added
Dashboard updated
Why live
Reports that are right the moment you open them.
Mykyta Samusiev
Co-founder and CEO, K3X
0 exports
needed to see where your business stands
Integrations
Bring your numbers wherever you work.
All integrations
Reports questions
Do I need to build reports by hand?
How fresh are the numbers?
Can I share dashboards?
Can I report on agents?