Analytics dashboards & business intelligence
Aggregate data from invoicing, CRM, marketing, HR and other modules in interactive dashboards. Real-time KPIs (revenue, margin, leads, support tickets, employees per cost center), drill-down from aggregate to single transaction, scheduled PDF/Excel exports, alerts on threshold breaches.
What we solve
Manual reports in Excel every Monday.
Auto-updating dashboards every 5 minutes, shareable via link or scheduled PDF/Excel exports.
Data fragmented across tools.
Native aggregation from all 4b2b modules + connectors for Google Analytics, Meta Ads, Stripe, custom SQL.
Key features
- Real-time dashboards with drill-down
- GA4, Meta, Stripe, custom SQL connectors
- Scheduled PDF/Excel exports
- Alerts via email/SMS/Slack
Frequently asked questions
Real-time updates?
Yes — default 5-minute refresh, configurable to 1 minute on Pro. Heavy queries can use configurable cache.
Public sharing?
Yes — public read-only link option with optional password and expiry, embed via iframe.
Canadian data residency?
Yes — analytics queries can run against data in Canadian regions (Toronto, Montréal) on Enterprise plans.
Related sectors & guides
See how this solution applies to specific Canadian industries and read related compliance guides.
Ready to bring 4b2b to your Canadian business?
Free demo, bilingual support (EN/FR), CRA-ready and CASL-compliant, optional Canadian data residency. No credit card required.


