BI

A full picture of your business, a few drags away

Self-serve BI dashboards: drag-and-drop configuration, drill-downs and chart linking, proactive alerts, dashboards embeddable into business pages, and available on mobile.

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Product Screenshots

It solves these problems

Pain pointThe data is all in the system, but getting a single number means exporting to Excel and processing it.

Zhilai CRMSelf-serve dashboards with drag-and-drop config — charts, filters, and drill-downs work out of the box, so business users do it themselves.

Pain pointPerformance anomalies surface at month-end review, when it is too late to fix.

Zhilai CRMAlert rules with scheduled checks push a notification to the owner the moment a metric goes wrong.

Pain pointDashboards and the business system live apart — you have to switch back to take action.

Zhilai CRMDashboards embed directly into CRM business pages, so seeing and acting happen on one screen.

Features

Visual dashboard designer
20+ chart types
Drill-down & chart linking
Multi-source datasets (incl. SQL mode)
Alert rules
Scheduled snapshot delivery
Dashboards embedded in business pages
Mobile dashboards

Frequently Asked Questions

Do I need SQL for BI?

No. The dashboard designer is fully visual, and business users can build dashboards on their own. Technical users can switch to SQL data-source mode for complex queries.

Where does BI data come from?

By default it analyzes business data inside Zhilai CRM directly; datasets also support multi-source queries, including external data sources.

How do I set up alerts?

Configure threshold rules on metrics or charts — for example, "payment overdue > 7 days" — and the alert is pushed automatically to the assigned owner when triggered.

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Standard edition, shared demo environment. No credit card required.

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