Every number in the business, current to the last save.

Dashboards, reports and commission on the records your company already runs on. No warehouse, no sync.

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This quarter, every owner: revenue won $389K, commission owed $41.1K.

Revenue won$389KSum of AmountFollowing
Open pipeline$1.65MSum of AmountFollowing
Commission owed$41.1KSum of CommissionFollowing
Open tickets23Count · Status: Open
Pipeline by stageSum of Amount

Click a bar to open its deals · Sample data

Revenue wonSum by week
$0$20K$40K$34.0KJul 1Aug 12Sep 23
  • Filter by date, owner, or “Me” for each rep.
  • Each block follows the filters, or keeps its own.
  • Click any bar to open the records it counts.

Save a deal, and the next chart counts it.

CustralReads the records themselves
  1. 4:12 pmDeal marked Closed won
  2. 4:12 pmIndexed in the same save
  3. 4:12 pmEvery chart counts it
A separate BI toolReads a copy
  1. 4:12 pmDeal marked Closed won
  2. LaterWaits for the next scheduled sync
  3. LaterThe warehouse model rebuilds
  4. LaterThe dashboard catches up
  • Changes from teammates, workflows, imports and the API all count.
  • Formula fields recompute on save, so derived numbers keep up too.
  • No extracts to schedule, and no copy to keep in step.

Commission, worked out on every deal as it closes.

  1. Write your plan as a formula field.Tiers and rates included.
  2. Total it per rep for the pay period.One team table, one row each.
  3. Share the page with who should see it.Page permissions decide.

Bluebird Coffee

Stage
Closed won
Amount
$52,000
Owner
Maya Chen
Commission
$6,240

CommissionFormula · Number

if(prop("Amount") > 50000,
  prop("Amount") * 0.12,
  prop("Amount") * 0.10)

12% on deals over $50,000, 10% below.

Close date: This quarter · Sample data
RepDeals wonCount · Closed wonWon valueSum of AmountCommissionSum of CommissionEffective rateCommission ÷ Won value
Maya Chen4$118,200$12,86010.9%
Marcus Reid3$88,900$10,01011.3%
Priya Nair3$76,400$7,64010.0%
Devin Park2$61,500$6,15010.0%
Sam Ortiz2$44,000$4,40010.0%
Team total14$389,000$41,06010.6%

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Radar, sparkline and stat cards too. See every block →

Open pipeline by ownerSum of Amount

New businessExpansion

$0$150K$300K$450KMaya ChenMaya Chen · New business $330KMaya Chen · Expansion $82K$412KMarcus ReidMarcus Reid · New business $290KMarcus Reid · Expansion $66K$356KPriya NairPriya Nair · New business $240KPriya Nair · Expansion $98K$338KDevin ParkDevin Park · New business $262KDevin Park · Expansion $39K$301KSam OrtizSam Ortiz · New business $190KSam Ortiz · Expansion $51K$241K
Sample data

A score that shows its working.

Start from a preset

  • Lead fit
  • Deal confidence
  • Customer health
  • Churn risk
  • Scores any record from 0 to 100 against your rubric.
  • Saves the breakdown with the score.
  • Recomputes on every change, and nightly.
  • Charts like any number, as do formula and rollup fields.
Accounts / Northwind Freight · Customer health
72Steady+6 since Aug 12
  • Weekly active seats at least 10Field · product usage+30
  • Plan is Growth or ScaleField+20
  • A conversation in the last 14 daysRecency+15
  • Three or more conversations in 90 daysCount+12
  • Invoice overdueField−5
  • Executive sponsor namedField · not met0
Average health by ownerAverage
  • Maya Chen78
  • Priya Nair71
  • Sam Ortiz69
  • Marcus Reid64
  • Devin Park58

Accounts · Customer health · Sample data

Describe the dashboard. Stella sketches it first.

A sketch first.Nothing is created until you press Build.
Or model it in a sheet.Spreadsheet pages read records with CUSTRAL.LOOKUP and CUSTRAL.COUNT.

Reports that come with the product.

    • Overview
    • Full cycle
    • Revenue
    • Customer health
    • Team
    • Coaching
    Built from the fields you track when your workspace is set up, with filter bars already on.

    Ready on day one

    Sidebar › Reporting, and a Team view on every hub
  • Waiting12
    Unassigned3
    Talk time, 30 days41h

    Channels

    Settings › Channels
    • ▲ WarningNorthwind Freight went quiet
    • ▲ Warning2 conversations past response target

    Recommendations

    Sidebar › Recommendations
    • Views1,240
    • Starts610
    • Done342

    Forms

    Form › Insights
  • Completion82%

    Playbooks

    Settings › Playbooks
  • Reviews, 30 days38

    Call coaching

    Settings › Coaching
  • Deals2,418

    Objects

    Object › Overview
Sample data

Questions about reporting.

  • Each rep's commission adds up as their deals close, so the team table holds the number to pay when the period ends.

Know where the business stands, right now.

Reporting is on every plan.

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Plans from $39 a seat a month, billed annually. See pricing

Reporting on every planStarter to Enterprise
  • Charts and stat cards
  • Team tables
  • Dashboard filters
  • Click through to the records