A revenue leader needs two things from a CRM: a forecast they trust and reporting they don't have to rebuild in a spreadsheet. Lumenbase covers both.
Analytics live at `/analytics`. Forecasting has its own configuration. Both read straight from your live funnel.
1.Analytics and dashboards
The Analytics area lets you build custom dashboards. You get:
So you can go from a top-line chart to the exact deals behind it without leaving the page.
- Pipeline and funnel charts
- Conversion metrics across stages
- Activity analytics
- Chart types: line, bar, pie, area
- Export, and drill-down to the underlying records
2.Forecasting
Forecasting has a dedicated config at `/settings/forecast-configuration`. You set the model and the composition that feeds the forecast widgets. The forecast reads your actual pipeline, so it moves as deals move.
3.Why the full funnel makes forecasts cleaner
Lumenbase separates Leads (MOFU) from Deals (BOFU). Early opportunities sit in Lead Development, not the pipeline. So your forecast counts deals worth forecasting, not every half-formed lead.
That separation is the part most pipeline-only tools miss. It keeps the number honest.
4.Reporting on the dashboard
The Dashboard at `/dashboard` is modular. You can drop in funnel widgets, forecast, and a LinkedIn monitor, and arrange the grid how you want. A leader can build a view that matches how the team actually runs.
5.Plan notes
Analytics runs on the `analytics.view` permission, with `analytics.manage` to build dashboards. Plan limits cap how many dashboards and charts you get (`max_dashboards`, `max_charts`).
6.Who this is for
Revenue leaders at $2M to $30M ARR companies who want forecasting, pipeline, and analytics in the CRM. People who'd rather drill into a chart than export to a spreadsheet.
7.Frequently asked questions
7.1.Does Lumenbase do sales forecasting?
Yeah. There's a configurable forecast model and forecast widgets that read your live pipeline.
7.2.What analytics does it include?
Custom dashboards, pipeline and funnel charts, conversion metrics, activity analytics, and export.
7.3.Can I drill from a chart to the actual deals?
Yes. Dashboards support drill-down to the underlying records.
7.4.Does separating leads from deals help the forecast?
Yeah. Leads sit in MOFU separately, so the forecast counts real pipeline, not raw leads.