Articles on: Records

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.

Updated on: 10/08/2026