lexisOS
Setting things up…
Setting things up…
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A fixed dashboard covers the numbers every org needs from day one.
Every org gets the same fixed dashboard from day one: leads funnel counts, email engagement over the last 30 days measured against the prior period, active workflow counts, pending drafts waiting on approval, signal matches, and people and company totals. None of it needs building — it’s there before you configure a single KPI.
Pick a metric and dimension from a shared, catalog-driven list — the same catalog the builder itself reads from.
Scalar, time-series, breakdown, ratio, or funnel — the shape decides how the result is drawn.
A preview endpoint runs your exact spec and shows the result before you commit to saving anything.
A saved KPI is reusable on its own, or composed into a Report with others.
| Shape | What it’s for |
|---|---|
| Scalar | A single number — deals closed this quarter, for example. |
| Time-series | A metric plotted across a chosen time range. |
| Breakdown | A metric split across a dimension — by owner, by source, by stage. |
| Ratio | One metric measured against another — a conversion rate, a reply rate. |
| Funnel | A sequence of stages with the count or rate that moves between each. |
A Report is a dashboard you build by attaching multiple saved KPIs together. Set it private to you, or share it across the org, and its layout is persisted — it looks the same the next time anyone opens it, not rearranged on every load.
Composed from saved KPIs
Attach any KPI you’ve already built and saved.
Private or org-shared
Keep a report to yourself, or share it with the whole organization.
A layout that sticks
The arrangement you set is persisted, not recalculated each time it’s opened.
Start free — the fixed dashboard is there from day one. Build your first custom KPI whenever you’re ready.