---
title: "Introducing BI Dashboard & Analytics in Agentcis"
description: "Learn about the BI Dashboard & Analytics feature, including dashboard types, key capabilities, plan availability, and how it helps agencies track performance more effectively."
url: https://support.agentcis.com/en/articles/443-introducing-bi-dashboard-and-analytics-in-agentcis
collection: "BI Dashboard and Anaytics"
updated: 2026-09-27
language: en
---

# Introducing BI Dashboard & Analytics in Agentcis

Learn about the BI Dashboard & Analytics feature, including dashboard types, key capabilities, plan availability, and how it helps agencies track performance more effectively.

### Overview

The new BI Dashboard & Analytics feature in Agentcis, designed to help education agencies gain deeper insights into their operations, team performance, application pipelines, and financial health.

With interactive dashboards, visual reports, and real-time analytics, users can now make data-driven decisions without relying on spreadsheets or external reporting tools.

Whether you're an agency owner monitoring business growth, a manager tracking team performance, or a counselor managing applications, the BI Dashboard provides the information you need, all in one place. The BI Dashboard introduces a powerful analytics experience within Agentcis, including:

-   Interactive KPI cards and charts
    
-   Role-based operational insights
    
-   Clickable drill-down reporting
    
-   Custom dashboard creation
    
-   Dashboard templates
    
-   Export capabilities
    
-   Dashboard sharing
    

### Types of Dashboard

**Overview Dashboard:** The Overview Dashboard is a pre-configured dashboard for professional and premium designed to provide immediate visibility into daily operational priorities. It is automatically available to eligible users and includes widgets such as:

-   My Tasks
    
-   Appointments
    
-   Visa Expiry Reminders
    
-   Pending Documents
    
-   Application Reminders
    
-   Applications Stuck in the Same Stage
    
-   Intake Date Reminders
    

The Overview Dashboard is read-only and requires no setup.

**Custom Dashboard:** Premium users can create personalized dashboards tailored to their specific reporting needs. Examples include:

-   Business Performance Dashboard
    
-   Application Pipeline Dashboard
    
-   Revenue & Finance Dashboard
    
-   Team Productivity Dashboard
    
-   Contact & Lead Conversion Dashboard
    

Custom dashboards can be built using drag-and-drop widgets and multiple chart types.

### Key Features of BI Dashboard

**Visual Analytics:** Transform raw data into meaningful insights with:

-   KPI Cards
    
-   Bar Charts
    
-   Line Charts
    
-   Area Charts
    
-   Pie Charts
    
-   Donut Charts
    
-   Stacked Bar Charts
    
-   Data Tables
    

**Interactive Drill-Down:** Every KPI and chart is interactive. Simply click on a chart element or KPI card to view the underlying records and investigate the data further. For example:

-   View applications contributing to a pipeline bottleneck.
    
-   Explore overdue invoices affecting collections.
    
-   Analyze counselor performance metrics.
    

**Custom Dashboard Builder:** Premium plan users can build dashboards using data from multiple Agentcis modules, including:

-   Contacts
    
-   Applications
    
-   Accounts
    
-   Tasks
    
-   Agents
    
-   Partners
    
-   Products
    
-   Office Check-In
    
-   Campaigns
    
-   Quotations
    

**Dashboard Templates:** Get started quickly with pre-built dashboard templates, such as:

-   Business Overview
    
-   Daily Operations
    
-   Contact & Lead Pipeline
    
-   Application Pipeline
    
-   Revenue & Finance
    
-   Team Productivity
    

### Export and Sharing

Premium users can easily share insights with stakeholders through:

-   PDF Export: Generate presentation-ready dashboard reports.
    
-   Excel Export: Export detailed data for further analysis.
    
-   Dashboard Sharing: Share dashboards with team members for view-only access. Only owners will be able to share the dashboard.
    

### Benefits of BI Dashboard & Analytics

The BI Dashboard helps agencies:

-   Monitor business performance in real time
    
-   Track application pipeline health
    
-   Identify operational bottlenecks
    
-   Measure counselor and team productivity
    
-   Monitor revenue and collections
    
-   Reduce manual reporting efforts
    
-   Make faster, data-driven decisions
    

By bringing analytics directly into Agentcis, agencies can spend less time preparing reports and more time acting on insights.  
  
  
**Learn how to create and customize dashboards to track the metrics that matter most to your organization:** [**https://support.agentcis.com/en/articles/444-creating-dashboards-in-agentcis**](https://support.agentcis.com/en/articles/444-creating-dashboards-in-agentcis.md)  
  
**Get familiar with the Overview Dashboard and understand the key insights and performance indicators it provides:** [**https://support.agentcis.com/en/articles/445-understanding-the-overview-dashboard**](https://support.agentcis.com/en/articles/445-understanding-the-overview-dashboard.md)  
  
**Learn how to analyze dashboard data, apply filters to refine insights, export reports for offline use, and share dashboards with team members for better collaboration and decision-making:** [**https://support.agentcis.com/en/articles/446-using-dashboard-analytics-filters-exports-and-sharing**](https://support.agentcis.com/en/articles/446-using-dashboard-analytics-filters-exports-and-sharing.md)  
  
  
**Understand how to organize, edit, duplicate, and manage dashboards for efficient reporting and collaboration:** [**https://support.agentcis.com/en/articles/448-managing-dashboards-in-agentcis**](https://support.agentcis.com/en/articles/448-managing-dashboards-in-agentcis.md)