CUSTOM REPORT BUILDER · MAY 2026 · SALES & CRM CONSTRAINED · NO BI

Constrained report builder 9 metrics · 8 dimensions · no SQL · no free-form query

Controlled Sales & CRM custom report builder. This is not full enterprise BI · this is a constrained surface for dealership operations. Metrics and dimensions are an allow-list; no custom SQL; no free-form query language; no SaaS admin BI. Accounting / VAT / Inventory valuation / Purchase metrics are intentionally absent · those live in their own modules. Estimated margin is supported · final-truth margin lives in Accounts.

9 ALLOWED METRICS8 ALLOWED DIMENSIONSNO SQL · NO RAW QUERY

This month · vs last BRANCH · ALLOWNER · MEPERIOD · 30DVEHICLE · ALL

SAVED BUILDERS

across 4 owners · 2 scheduled

ALLOWED METRICS

Sales & CRM only · margin estimated

ALLOWED DIMENSIONS

branch · rep · owner · source · stage · type · vehicle · period

BOUNDARY BLOCKED

accounting · VAT · inventory val. · purchase · safely disabled

Report builder · 3-stage cockpit1 · pick metrics · 2 · pick dimensions · 3 · preview

Sales & CRM only

Metric9 allowed

Leads receivedcount · CRM

Active dealscount · CRM

Quotations sentcount · CRM

Bookings / reservationscount · CRM

Delivered / Woncount + value

Lost dealscount + reason

Follow-upscount · cadence

Test drivesactivity overlay

Estimated marginest. only · est.

Accounting ledgernot available · Accounts module

VAT report metricnot available · ACC-04

Inventory valuationnot available · Inventory module

Vendor / purchasenot available · Purchase module

Dimension8 allowed

Branch4 branches

Salesperson14 reps

Lead Owner8 owners · ≠ rep

Lead source11 standard sources

Stage11 standard stages

Customer typeIndividual / Company / Fleet

Vehicle category5 categories

Period30d · 90d · custom

Filter builder · 3 active: Branch ≠ Reem Island · Lead source = Paid Ads + Google · Period = 30d. Add more in the filter row above.

Previewlive

Lead source × branch · last 30d3 metrics × 2 dimensions

SOURCE

YAS MALL

SZR HQ

D. MARINA

Paid Ads

14 · 9 active · 3 won

11 · 7 active · 2 won

8 · 4 active · 1 won

Google

18 · 11 active · 4 won

12 · 6 active · 2 won

9 · 4 active · 2 won

Source: Sales summary · CRM Read-only · settlement by Accounts

Boundary · this is a constrained builder · not enterprise BI

No custom SQL · no free-form query language · no joins across modules. Accounting, VAT, inventory valuation, and purchase metrics are intentionally absent · those report surfaces live in their own modules. Estimated margin is supported here · final-truth margin lives in Accounts & VAT. Reasoning: keep the Sales surface fast and safe; full BI lives in the data platform · not in this app.

Data rules6

Constrained Sales & CRM report builder only · not full enterprise BI
No custom SQL · no free-form query language · no cross-module joins
Accounting · VAT · inventory valuation · vendor/purchase metrics intentionally absent
Estimated margin is supported here · final-truth margin lives in Accounts & VAT
Metric and dimension allow-lists are standard · new entries require Settings change
11 pipeline stages and 11 lead sources are standard sets · honoured as dimensions