Access Analytics: Advanced CRM & Data Analytics for Business Growth
Add new dimensions to your CRM data with Access Analytics, the ultimate data sculptor that carves raw numbers into sharp insights.
What is Access Analytics?
Access Analytics is a powerful add-on available through the Access Workspace that enhances your CRM and data analytics with best-in-class, user friendly sales dashboards. Designed with customer input and crafted by specialists, these pre-set CRM analytics dashboards give you visual insight into your sales, opportunities, orders, and problems.
With customisable features and offering detailed month-by-month and year-by-year breakdowns, Access Analytics gives you the insights you need to drive business growth with precision.
Key Features of Your Access Analytics Dashboards
Visual Dashboards
Go beyond basic tables with charts, metrics, maps, and more. While Prospect CRM includes a simple Report Builder for tabular reports, Access Analytics unlocks full graphical visualisation.
Smart Filtering
Filter once, update everything. Dynamic filtering lets you apply a filter to one insight and automatically reflects it across the entire dashboard, saving time and keeping your view consistent.
Drilldown Navigation
Explore your data step by step. Drill down from summary views like pie charts into detailed tables or navigate across related data sets, such as from a customer list to their linked Opportunities.
Highlight What Matters
Use conditional formatting to make key values stand out at a glance. Highlight negative performance in red and positive results in green, for example, so you can prioritise faster.
Custom Calculations
Create the metrics that matter most with custom calculated fields in the Data Engine so you can tailor your dashboards to reflect business logic and KPIs.
Pre-Built Data Views
Build faster with ready-to-use data views. We’ve included essential fields and helpful calculated values so you can quickly create tailored insights or build on top of them with your own formulae.
How CRM Analytics Dashboards Drive Smarter Decisions
Clarity & Control at Every Level
Access Analytics transforms complex CRM data into clear, actionable dashboards tailored to your needs. Get full control with custom views, filters, and rules, all in one intuitive interface.
Always-On Insights
Automated data flows keep insights fresh and up to date, eliminating time-consuming reporting and helping your team spot trends, track KPIs and make better decisions, faster.
Scalable & Shareable
Connect all your data sources in one place, share insights across teams with ease and scale your CRM analytics across products, users, and departments.
Access Analytics Dashboards: See Your CRM from Every Angle
Start with four dashboards designed to analyse key areas of Prospect CRM, crafted from the features our customers value most.
Sales Dashboard
Tracks invoiced sales data to help you analyse revenue performance, spot trends over time, and compare results across customers, products, and teams.
Orders Dashboard
Focuses on sales order data to give a clear view of what’s been ordered and where the demand is – ideal for tracking pipeline conversion and planning fulfilment.
Opportunities Dashboard
Monitors your CRM pipeline, helping you track open, won, and lost Opportunities, understand deal velocity and identify where sales are being won.
Problems Dashboard
Surfaces customer-reported issues so you can analyse problem types, volumes, resolution times and trends to support better service delivery and proactive issue management.
Access Analytics Pricing
Access Analytics is available at £1,200 per customer within your Evo workspace and covers unlimited users across multiple Access products like Unleashed.
Your subscription includes:
- Out-of-the-box dashboards crafted from customer favourites
- 4 hours of expert training and consultancy to get you up and running
- No rate limiting so you can explore your CRM and data analytics without restrictions
- Multi-product compatibility for seamless use across Access solutions
