Dynamic Reporting & Dashboards
Create custom dashboards and reports with an AI assistant. Describe the metrics you want to track in plain language, and the AI builds interactive charts, tables, and metric cards from your CRM data.
Traditional CRMs lock you into pre-built reports. Building custom dashboards requires SQL knowledge or expensive BI tools. Teams end up exporting data to spreadsheets just to get the views they need.
Kantos lets you create unlimited custom dashboards populated with reports — bar charts, line graphs, pie charts, funnels, metric cards, and data tables. An AI chat assistant generates report configurations from natural language descriptions, and server-side aggregation keeps everything fast even with thousands of records.
Key Capabilities
Everything dynamic reporting & dashboards offers out of the box.
- AI Report Builder
Describe the report you want in plain English — "show connection rate over time" or "meetings by campaign as a bar chart" — and the AI creates the report configuration instantly.
- Custom Dashboard Tabs
Create unlimited dashboard tabs alongside the built-in analytics. Each dashboard has a configurable grid layout with full-width, half-width, or third-width report cards.
- Server-Side Aggregation
Reports aggregate data server-side in batches, so dashboards load quickly even with thousands of records. No client-side data fetching bottlenecks.
- Computed Field Support
Report on formula fields like conversion rates, averages, and calculated metrics. The reporting engine resolves computed fields before aggregating.
- 8 Chart Types
Bar, line, area, pie, funnel, gauge, metric card, and data table — all rendered with interactive Recharts visualizations including tooltips and legends.
Use Cases
How teams use dynamic reporting & dashboards
Campaign Performance Dashboards
Track LinkedIn outreach, email campaigns, or ad performance with custom metric cards and trend charts built from your CRM data.
Sales Pipeline Analytics
Visualize pipeline stages, conversion rates, and deal values with funnel charts and time-series graphs updated in real time.
Explore More
Related Features
AI-Native CRM
AI is woven into every layer of Kantos — from MCP access so agents can manage your CRM via chat, to autonomous live chat, smart form classification, AI onboarding, knowledge base RAG, and intelligent data import.
Smart Intake & Lead Capture
One script captures forms from WordPress, Wix, Squarespace, Webflow, Shopify, or any HTML site. AI-powered classification routes submissions automatically.
Ready to make the switch?
Experience the difference of a truly flexible CRM.
Join our early access program and help shape the future of CRM. Early adopters lock in lifetime pricing.