> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://breakcold-aicrm.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# CRM Analytics: Your Daily Brief (and How to Build Any Report You Want)

Understand what Breakcold's built-in analytics show you — and how to build unlimited custom reporting with the API, MCP, and Claude.



## The Daily Brief
Breakcold's analytics live in the **Daily Brief** — a single dashboard that surfaces everything that needs your attention, scoped to a time range you pick (e.g. last 30 days).

At the top you get six live KPIs, each with a trend line and a change vs. the previous period:
* **Pipeline value** — total value of your open deals
* **Won in period** — revenue won in the selected range
* **Meetings** — meetings held
* **Reply rate** — how often your outreach gets a response
* **Sent** — messages sent across channels
* **Received** — messages received, with a per-channel breakdown (LinkedIn, Email, etc.)

Below the KPIs, the brief pulls together the work in front of you:
* **Tasks today** — what's due and what's overdue
* **Upcoming meetings** — the next 7 days, with one-click prep
* **Latest replies** — your waiting inbox
* **Hot leads** — records active in the last 7 days
* **Need follow up** — records that have gone silent (15–30 days)

Every metric can be broken down by **Channel**, **Member**, or **Account**, so you can see exactly who and what is driving the numbers.

## This is the extent of the built-in analytics
We want to be upfront: **the Daily Brief is the full scope of Breakcold's native analytics.** There are no additional custom dashboards, chart builders, or saved report views inside the app.

That's a deliberate choice — and here's why it's actually a good thing for you.

## Why we don't build 100 more dashboards (and why you'll be happier for it)
Almost everyone gets let down by CRM analytics. The reason is simple: **every business measures success differently.** Your ideal report — the exact metrics, filters, groupings, and cohorts — is specific to *you*. No pre-built dashboard, in any CRM, ever fully matches what a given team actually wants to see. You end up fighting rigid charts instead of getting answers.

So instead of shipping dashboards that are always *almost* right, we give you the raw ingredients to build **the reporting of your dreams**.

## Build any report you want — with the API, MCP, and Claude
All of your Breakcold data — records, deals, activities, messages, tasks, meetings — is available through our **API** and **MCP server**. That means you can pull out exactly the data you want and shape it however you like.

The easiest path: connect Breakcold's **MCP** to **Claude** and just *ask* for the report in plain English. Claude pulls your data and builds it for you — no SQL, no spreadsheets, no waiting on a feature request. Want "won revenue by channel by rep for Q2, only deals over $1,000"? Ask for it. Want it as a table, a chart, or a recurring summary? Ask for that too.

| Watch the walkthrough — we recorded a full video tutorial showing how to build custom reports with the MCP and Claude: https://www.youtube.com/watch?v=1VJwEYTXhxw&t

## Frequently Asked Questions
**Are there more analytics dashboards besides the Daily Brief?**
No — the Daily Brief is the complete built-in analytics experience. For anything beyond it, use the API/MCP to build exactly what you need.

**How do I build a custom report?**
Connect Breakcold's MCP to Claude (or use the API directly) and describe the report you want. Claude pulls your data and assembles it. The video above shows the full process.

**Do I need to be technical?**
No. With the MCP + Claude approach, you describe what you want in plain language — no code required.