Analytics Dashboard
All your business intelligence in one place.
Real-time KPIs, funnel analytics, AI lead scoring, pipeline management and predictive insights – zero configuration required.
Dashboard Analytics in action
See how PaperOffice Dashboard Analytics works in practice — in this video.
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Sole official DMS partner for QNAP NAS — documents stay on your device, AI runs through PaperOffice.
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Sole official DMS partner for ASUSTOR NAS — BYOS, on-premises and full control over where data lives.
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One dashboard for your entire business.
PaperOffice AI connects 15 CRM modules into a single intelligent dashboard: leads, accounts, contacts, opportunities, pipeline, bookings, cases, campaigns, emails, publishers, funnel KPIs, AI insights, reports and more – all with real-time data and AI predictions.
From raw data to business intelligence
Data Collection
Documents, CRM entities, emails and bookings flow into the system automatically. Real-time sync across all modules.
AI Analysis
Four AI models analyze your data: lead scoring, churn prediction, sentiment analysis and pipeline forecasting.
KPI Computation
30+ KPIs computed in real-time: conversion rates, revenue, response times, funnel stages, channel preferences.
Dashboard Rendering
Interactive dashboard with KPI cards, funnel visualization, pipeline Kanban, heatmaps and trend charts.
Auto-Refresh
Dashboards refresh every 5 minutes. Period selectors: Today, Week, Month, Quarter, Year.
Alerts & Actions
Quick actions from any dashboard: create leads, approve bookings, convert opportunities, bulk operations.
Enterprise CRM Analytics
CRM Dashboard
Central overview: accounts, contacts, leads, pipeline value, open cases, conversion rate. Quick actions for immediate response.
Funnel KPIs
Complete funnel: Leads → Appointments → Demos → Customers. Conversion rates, revenue, no-show rates, channel preferences. Auto-refresh every 5 minutes.
AI Insights
Top leads by AI score, pipeline forecast (weighted value), churn risk analysis, sentiment tracking (healthy/neutral/critical).
Pipeline Kanban
Visual pipeline: Prospecting → Qualification → Proposal → Negotiation → Closed. Drag & drop, amounts, probabilities per stage.
Booking Pipeline
Manage booking requests: approve, reject, require payment. Lead grade badges (A/B/C/D), status filters, direct lead linking.
Reports
Sales performance, pipeline analysis, lead conversion and support case reports. Exportable, filterable, shareable.
Four AI engines powering your decisions
PaperOffice Analytics uses four specialized AI models that continuously learn from your data.
AI Lead Scoring
Automatic A/B/C/D grading based on engagement, response patterns, document interactions and conversion probability.
Churn Prediction
Early warning for at-risk accounts. Risk level, risk reasons and recommended actions to retain customers.
Sentiment Analysis
Account health monitoring: healthy, neutral or critical. Based on communication patterns, response times and document tone.
Pipeline Forecast
Weighted pipeline value prediction. Total value, open deals, average probability per stage and revenue projections.
Spreadsheets or AI intelligence?
Traditional Reporting
- Manual Excel reports and pivot tables
- Static data – outdated when exported
- No lead scoring or churn prediction
- No funnel visualization
- Separate tools for CRM, analytics, reports
Analytics Dashboard
- Real-time KPIs with 5-minute auto-refresh
- AI lead scoring, churn prediction, sentiment analysis
- Full funnel: Lead → Appointment → Demo → Customer
- Pipeline Kanban + booking management
- 15 CRM modules in one dashboard
30+ metrics. Always current.
Revenue
- Total Revenue
- Deals Revenue
- Paid Appointments
- Avg. Deal Size
Conversion
- Lead → Appointment
- Appointment → Demo
- Demo → Customer
- Overall Funnel
Activity
- New Leads
- Appointments Booked
- Deals Won
- No-Shows
Response
- Avg. Response Time
- Channel Preference
- ROI per Channel
- Auto-Refresh
Analytics Dashboard in practice
Sales Management
Pipeline visibility, deal tracking, conversion rates and revenue forecasts – all in real-time.
Marketing Analytics
Campaign performance, lead sources, channel ROI and funnel optimization with AI insights.
Customer Success
Churn risk monitoring, sentiment tracking, case management and account health scoring.
Executive Dashboard
KPI overview, revenue trends, team performance and business forecasts at a glance.
Team Performance
Activity heatmaps, user rankings, response times and workload distribution per team member.
Financial Analytics
Revenue breakdown, deal vs. appointment income, payment tracking and financial KPI dashboards.
Appointment Analytics
Booking pipeline, approval workflows, no-show rates and lead-grade-based prioritization.
AI Document Operations
Publisher analytics, entity extraction trends, audit severity tracking and compliance dashboards.
Analytics API – Access KPIs via code
RESTful API for dashboard data, funnel KPIs, pipeline stages, lead scoring and AI insights – all programmatically via the PaperOffice API.
- Query dashboard KPIs and funnel metrics
- Access pipeline stages and opportunities
- Retrieve AI insights (scores, churn, sentiment)
- Funnel KPIs with period selection
- Webhook notifications for new leads and deals
- Export reports in JSON format
# Query funnel KPIs for last 30 days
$ curl -X GET \
https://api.paperoffice.ai/v2/analytics/funnel_kpis \
-H "Authorization: Bearer $API_KEY" \
-d '{"period": "30d"}'
# Response
{
"daily": {"new_leads": 42, "appointments_booked": 18, "deals_won": 7},
"conversion": {"lead_to_appointment": 0.43, "demo_to_customer": 0.67},
"revenue_rub": {"total": 184250, "deals": 147800, "appointments": 36450},
"ai_insights": {"top_lead_score": 94, "churn_risk_accounts": 3}
}Enterprise Security for Your Analytics
GDPR Compliant
All analytics data processed and stored in compliance with GDPR. Full data subject rights support.
End-to-End Encryption
Dashboard data, CRM entities and AI models encrypted in transit and at rest.
ISO 27001 (in certification)
PaperOffice is ISO 27001 (in certification). Highest standards for information security.
On-Premise Option
Full analytics stack available on-premise. Your data never leaves your infrastructure.
Frequently Asked Questions about Analytics Dashboard
What KPIs does the Analytics Dashboard track?
What AI models are included?
How does the funnel analytics work?
What is the Pipeline Kanban?
What is the Booking Pipeline?
Can I access analytics data via API?
How does AI Lead Scoring work?
Is the dashboard customizable?
Mining & Resources Kumul Minerals Holdings Limited
Enterprise document management for all our mining operations. World class.
Printing & Packaging The Challenge Printing Company Inc.
FDA-regulated pharmaceutical labels require seamless documentation. PaperOffice has reduced our approval process from days to hours.
Industry & Manufacturing K60-Gitterrostsysteme GmbH & Co. KG
Technical documentation and order processing now run fully automatically.
Public Administration Ayuntamiento de Carrión de los Condes
Digitization has revolutionized our administration. Citizen inquiries are now processed in minutes instead of days.
Health & Medicine Kardiologie Waldstrasse
Patient records, medical reports, and referrals are automatically captured and classified. Our practice team finally has time for their patients.
Hospitality & Entertainment Okada Manila
8,000 employees and thousands of guest documents every day. PaperOffice has completely digitized our back-office processes.
Regional Bank PT Bank BPD DIY
Loan applications and compliance documents are now processed in minutes instead of hours. The regulatory review is fully automated.
Construction & Real Estate IDC Construcción
Construction project documentation and compliance are now digital and traceable.
Hospitality & Tourism The Palms Beach Hotel & Spa
Check-in forms, invoices, and guest communications are fully digital. Our concierge team now focuses on providing excellent service.
Energy & Gas Stations Q1 Energie AG
Gas station billing, supplier documents, and compliance records from over 250 stations are automatically processed and archived.
Pharma & Labels Schreiner MediPharm GmbH & Co. KG
GMP-compliant documentation for pharmaceutical functional labels is now fully automated. Audit trails are seamless and instantly accessible.
Construction & Timber Baufritz GmbH & Co. KG
Blueprints, permits, and customer files for our wooden houses are now managed centrally. After six generations, we are finally paperless.
E-Commerce & Retail Roastmarket GmbH
Supplier contracts, certificates, and customs papers for hundreds of roasteries worldwide are automatically captured and assigned to the correct product.
Logistics & Transport Streck Transport GmbH
Temperature logs, CMR waybills, and food certificates are automatically scanned and assigned to the order. Misallocations are a thing of the past.
Logistics & Transport Nosta Group GmbH
Heavy transport permits, route plans, and project documentation are now instantly accessible digitally. No more searching through folders.
Logistics & Transport Lagermax Lagerhaus und Speditions AG
Customs documents, warehouse receipts, and shipping orders for our Eastern European network are automatically classified. Four generations of logistics, finally digital.
Printing & Packaging Marzek Etiketten+Packaging GmbH
Printing specifications, customer approvals, and material certificates are now accessible centrally. The production error rate has dropped to near zero.
Packaging & Labels Permapack AG
Sustainability certificates, supplier contracts, and customer specifications are processed automatically. Swiss precision, now also digital.
Construction & Real Estate Nordlin Ehitus OÜ
Building permits, subcontractor contracts, and acceptance protocols for our commercial properties are now fully documented digitally.
Real Estate & Management Uus Maa Kinnisvarabüroo OÜ
Purchase agreements, exposés, and customer files from over 30 years of market leadership are now digitally searchable. Every agent finds everything in seconds.
Logistics & Freight CF&S Estonia OÜ
Ocean freight documents, customs declarations, and bills of lading are automatically captured. Baltic Sea logistics has never been so efficient.
E-Commerce & Packaging Packhelp Sp. z o.o.
Thousands of custom packaging orders per week, including design approvals, print data, and delivery documents. PaperOffice keeps it all together.
Laboratory & Medical Technology Sakura Finetek Japan Co., Ltd.
Pathology lab documentation and device certifications are now fully automated. Seamless traceability for every specimen.
Regional Bank Johnan Shinkin Bank
Loan documents, security papers, and customer correspondence are processed in minutes instead of hours. The regulatory review is seamless.
Steel Construction & Industry Yamato Kogyo Co., Ltd.
Technical specifications, quality certificates, and recycling protocols for our steel production are central and instantly accessible.
Pharma & Labels IL Kwang Label Co., Ltd.
Pharma and cosmetic label specifications with regulatory requirements are automatically checked and approved. No more manual checklists.
Fintech & Wealth Management Endowus Pte. Ltd.
KYC documents, investment reports, and regulatory filings are classified in seconds. As an MAS-regulated robo-advisor, seamless compliance is essential.
Logistics & Transport Freight Links Express Holdings Ltd.
Safety data sheets, transport permits, and ADR documents for chemical logistics are automatically assigned. Zero tolerance for errors.
Luxury & Jewelry Selberan Sdn Bhd
Certificates of authenticity, supplier records, and customer warranties for our pearl collections are automatically archived and instantly accessible.
Commercial Bank Kiatnakin Phatra Bank PCL
SME loan applications, security documents, and regulatory reports are automatically classified. Our advisors have more time for customer consulting.
Private Bank Hatton National Bank PLC
Customer files from over 135 years of banking history are being successively digitized. 5,000 employees now have instant access to all documents.
Development Bank BRAC Bank PLC
Microcredit applications and compliance documents for millions of customers are now processed in minutes instead of days. A game changer for financial inclusion.
E-Commerce Logistics Scommerce JSC (Giao Hàng Nhanh)
Hundreds of thousands of delivery notes and return slips per day are processed automatically. Vietnam's leading e-commerce logistics provider, now paperless.
Precision Metal & Manufacturing Gulf Metal Industries LLC
CNC manufacturing protocols, material certificates, and customer specifications for oil, gas, and aerospace projects are now fully documented digitally.
GovTech & IT Elm Company
Vision 2030 requires complete digitization. PaperOffice processes government documents for Saudi Arabia's digital backbone.
Specialty Steel & Industry Bisalloy Steels Pty Ltd
Material certificates, hardening protocols, and customer specifications are automatically assigned to the correct order. Australia's only Q&T manufacturer, now paperless.
Steel Construction & Manufacturing Pacific Steel Fabrications Ltd.
Weld seam protocols, structural calculations, and project plans are managed digitally. Our workshop teams have access in real time.
Precision Parts & Manufacturing Maple Precision Metalworks Ltd.
Aerospace certificates, CNC programs, and customer tolerances are automatically classified. AS9100 compliance has never been easier.
Fintech & Payments Clip SA de CV
Merchant contracts, KYC documents, and transaction receipts for hundreds of thousands of SMEs are processed in seconds. Mexico's payment revolution, paperless.
Premium Winery Bodega Catena Zapata
Harvest documentation, export certificates, and quality protocols for our high-altitude Malbecs are automatically archived. 120 years of winemaking tradition, now digital.
Digital Banking Ualá
Millions of user verifications and regulatory documents are processed fully automatically. Scaling without paper.
Fintech & Payments Yoco Technologies (Pty) Ltd
Merchant onboarding documents and compliance records for Africa's leading payment provider are processed in minutes instead of days.
E-Commerce & Organic Faithful to Nature (Pty) Ltd
Organic certificates, supplier audits, and product labels for thousands of natural products are automatically checked and archived.
Fintech & Payments Flutterwave Inc.
Regulatory documents from 33 African countries, partner contracts, and audit trails are managed fully automatically. An enterprise DMS for a $3 billion fintech.
Pharma & Healthcare HealthInLoc Apotheke Lissabon
Prescriptions and medication management now run fully automatically. More time for our patients.
Religious Institution Patriarchat Lissabon
Centuries-old documents are now digitally searchable. A milestone for our historical archives.
Care & Health Seniorenresidenz am Park
Our caregivers finally have more time for residents instead of paperwork.
Government & Administration Baldwin County Sheriff's Office
500,000+ records digitized. Our deputies now find all information instantly.
Medicine & Healthcare Via Creative Leipzig
Patient records management is now a breeze. Everything automatically captured and archived.
Estate Services Naslednik Serbien
Inheritance and estate documentation is now efficient and error-free.
Real Estate & Management El Guijo Hausverwaltung Madrid
Digital property management for all our residential complexes. Tenants and owners are thrilled.
Industry & Packaging Ritter Verpackungen
With PaperOffice, we have accelerated our invoice processing by 99%. The AI automatically recognizes all relevant data and assigns it correctly.
Trades & Crafts Herrmann Handwerk
PaperOffice has become indispensable to our daily work. Orders, quotes, and invoices are now automated.
Care & Health Hartung Pflegedienst
The documentation of our care services is now digital and automated. More time for our patients.
Mechanical Engineering & Manufacturing Doratec Maschinenbau
Technical drawings, bills of materials, and quality protocols are instantly searchable. A search that used to take 30 minutes now takes 30 seconds.
Tax Advisory & Legal Cebras Steuerberatung
Client receipts, tax assessments, and annual financial statements are automatically sorted and assigned to the correct client. Receipt chaos is a thing of the past.
IT & Consulting Butterfly IT Consulting
Project documentation, SLAs, and customer communication for our IT consulting projects are automatically classified and archived.
Measurable Customer Success
Kumul Minerals Holdings Limited
The Challenge Printing Company Inc.
K60-Gitterrostsysteme GmbH & Co. KG
Ayuntamiento de Carrión de los Condes"Enterprise document management for all our mining operations. World class."
Mining & Resources "FDA-regulated pharmaceutical labels require seamless documentation. PaperOffice has reduced our approval process from days to hours."
Printing & Packaging "Technical documentation and order processing now run fully automatically."
Industry & Manufacturing "Digitization has revolutionized our administration. Citizen inquiries are now processed in minutes instead of days."
Public Administration "Patient records, medical reports, and referrals are automatically captured and classified. Our practice team finally has time for their patients."
Health & Medicine "8,000 employees and thousands of guest documents every day. PaperOffice has completely digitized our back-office processes."
Hospitality & Entertainment "Loan applications and compliance documents are now processed in minutes instead of hours. The regulatory review is fully automated."
Regional Bank "Construction project documentation and compliance are now digital and traceable."
Construction & Real Estate "Check-in forms, invoices, and guest communications are fully digital. Our concierge team now focuses on providing excellent service."
Hospitality & Tourism "Gas station billing, supplier documents, and compliance records from over 250 stations are automatically processed and archived."
Energy & Gas Stations "GMP-compliant documentation for pharmaceutical functional labels is now fully automated. Audit trails are seamless and instantly accessible."
Pharma & Labels "Blueprints, permits, and customer files for our wooden houses are now managed centrally. After six generations, we are finally paperless."
Construction & Timber "Supplier contracts, certificates, and customs papers for hundreds of roasteries worldwide are automatically captured and assigned to the correct product."
E-Commerce & Retail "Temperature logs, CMR waybills, and food certificates are automatically scanned and assigned to the order. Misallocations are a thing of the past."
Logistics & Transport "Heavy transport permits, route plans, and project documentation are now instantly accessible digitally. No more searching through folders."
Logistics & Transport "Customs documents, warehouse receipts, and shipping orders for our Eastern European network are automatically classified. Four generations of logistics, finally digital."
Logistics & Transport "Printing specifications, customer approvals, and material certificates are now accessible centrally. The production error rate has dropped to near zero."
Printing & Packaging "Sustainability certificates, supplier contracts, and customer specifications are processed automatically. Swiss precision, now also digital."
Packaging & Labels "Building permits, subcontractor contracts, and acceptance protocols for our commercial properties are now fully documented digitally."
Construction & Real Estate "Purchase agreements, exposés, and customer files from over 30 years of market leadership are now digitally searchable. Every agent finds everything in seconds."
Real Estate & Management "Ocean freight documents, customs declarations, and bills of lading are automatically captured. Baltic Sea logistics has never been so efficient."
Logistics & Freight "Thousands of custom packaging orders per week, including design approvals, print data, and delivery documents. PaperOffice keeps it all together."
E-Commerce & Packaging "Pathology lab documentation and device certifications are now fully automated. Seamless traceability for every specimen."
Laboratory & Medical Technology "Loan documents, security papers, and customer correspondence are processed in minutes instead of hours. The regulatory review is seamless."
Regional Bank "Technical specifications, quality certificates, and recycling protocols for our steel production are central and instantly accessible."
Steel Construction & Industry "Pharma and cosmetic label specifications with regulatory requirements are automatically checked and approved. No more manual checklists."
Pharma & Labels "KYC documents, investment reports, and regulatory filings are classified in seconds. As an MAS-regulated robo-advisor, seamless compliance is essential."
Fintech & Wealth Management "Safety data sheets, transport permits, and ADR documents for chemical logistics are automatically assigned. Zero tolerance for errors."
Logistics & Transport "Certificates of authenticity, supplier records, and customer warranties for our pearl collections are automatically archived and instantly accessible."
Luxury & Jewelry "SME loan applications, security documents, and regulatory reports are automatically classified. Our advisors have more time for customer consulting."
Commercial Bank "Customer files from over 135 years of banking history are being successively digitized. 5,000 employees now have instant access to all documents."
Private Bank "Microcredit applications and compliance documents for millions of customers are now processed in minutes instead of days. A game changer for financial inclusion."
Development Bank "Hundreds of thousands of delivery notes and return slips per day are processed automatically. Vietnam's leading e-commerce logistics provider, now paperless."
E-Commerce Logistics "CNC manufacturing protocols, material certificates, and customer specifications for oil, gas, and aerospace projects are now fully documented digitally."
Precision Metal & Manufacturing "Vision 2030 requires complete digitization. PaperOffice processes government documents for Saudi Arabia's digital backbone."
GovTech & IT "Material certificates, hardening protocols, and customer specifications are automatically assigned to the correct order. Australia's only Q&T manufacturer, now paperless."
Specialty Steel & Industry "Weld seam protocols, structural calculations, and project plans are managed digitally. Our workshop teams have access in real time."
Steel Construction & Manufacturing "Aerospace certificates, CNC programs, and customer tolerances are automatically classified. AS9100 compliance has never been easier."
Precision Parts & Manufacturing "Merchant contracts, KYC documents, and transaction receipts for hundreds of thousands of SMEs are processed in seconds. Mexico's payment revolution, paperless."
Fintech & Payments "Harvest documentation, export certificates, and quality protocols for our high-altitude Malbecs are automatically archived. 120 years of winemaking tradition, now digital."
Premium Winery "Millions of user verifications and regulatory documents are processed fully automatically. Scaling without paper."
Digital Banking "Merchant onboarding documents and compliance records for Africa's leading payment provider are processed in minutes instead of days."
Fintech & Payments "Organic certificates, supplier audits, and product labels for thousands of natural products are automatically checked and archived."
E-Commerce & Organic "Regulatory documents from 33 African countries, partner contracts, and audit trails are managed fully automatically. An enterprise DMS for a $3 billion fintech."
Fintech & Payments "Prescriptions and medication management now run fully automatically. More time for our patients."
Pharma & Healthcare "Centuries-old documents are now digitally searchable. A milestone for our historical archives."
Religious Institution "Our caregivers finally have more time for residents instead of paperwork."
Care & Health "500,000+ records digitized. Our deputies now find all information instantly."
Government & Administration "Patient records management is now a breeze. Everything automatically captured and archived."
Medicine & Healthcare "Inheritance and estate documentation is now efficient and error-free."
Estate Services "Digital property management for all our residential complexes. Tenants and owners are thrilled."
Real Estate & Management "With PaperOffice, we have accelerated our invoice processing by 99%. The AI automatically recognizes all relevant data and assigns it correctly."
Industry & Packaging "PaperOffice has become indispensable to our daily work. Orders, quotes, and invoices are now automated."
Trades & Crafts "The documentation of our care services is now digital and automated. More time for our patients."
Care & Health "Technical drawings, bills of materials, and quality protocols are instantly searchable. A search that used to take 30 minutes now takes 30 seconds."
Mechanical Engineering & Manufacturing "Client receipts, tax assessments, and annual financial statements are automatically sorted and assigned to the correct client. Receipt chaos is a thing of the past."
Tax Advisory & Legal "Project documentation, SLAs, and customer communication for our IT consulting projects are automatically classified and archived."
IT & Consulting From data to
decisions.
AI-powered analytics with real-time KPIs, funnel tracking and predictive insights – automatically.
15 CRM modules. Zero configuration.
Free to try. No credit card.
