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Home/Solutions/Analytics Dashboards
CRM Builder

No-Code Analytics Dashboards. Live Drill-Downs. No Data Team Required.

Charts, KPIs, and reports that update the moment anything changes, built by anyone, governed by you.

Less time in spreadsheets

  • 0 | SQL queries needed
  • Live | Always-on data
  • 40% | Less time in spreadsheets
New
5
$19k
$26k
$33k
Qualified
4
$19k
$26k
$33k
Proposal
3
$19k
$26k
$33k
Closed
2
$19k
$26k
CRM Builder · live workspace
+ $42k
closed this week
MS
3 deals at risk
flagged by automation
How it works

Powerful enough for serious teams. Simple enough for everyone.

01 / Capability

No-Code Analytics Dashboards With Charts That Match the Question

Bar, line, stacked, scatter, funnels, heat maps, geo, cohort. Group, filter, and pivot without writing SQL. CodeBlox no-code analytics dashboards give every team the chart type they actually need so your data tells the right story without a data analyst translating it first.

  • Configurable by anyone on your team
  • Works on web and mobile out of the box
  • Audit-logged for compliance
New
5
$19k
$26k
$33k
Qualified
4
$19k
$26k
$33k
Proposal
3
$19k
$26k
$33k
Closed
2
$19k
$26k
Pipelines that match your sales motion
Stage updated
Globex moved → Closed
02 / Capability

Build Dashboards Without Coding and Drill From KPI to Record in One Click

Click any number on any dashboard to see exactly which records contribute. Filter by region, owner, or any field, instantly. When you build dashboards without coding on CodeBlox, your team is not stuck waiting for a report to be rebuilt every time the question changes. The answer is always one click away.

  • Configurable by anyone on your team
  • Works on web and mobile out of the box
  • Audit-logged for compliance
Fields
▦ Name
▦ Email
▦ Company
▦ Subscribe
▦ Notes
Customer signup
Full name
Email address
Company
Submit
Automations that move deals forward
03 / Capability

Automated Reporting Dashboards That Share, Schedule, Export, and Embed

Email the same report every Monday. Export to CSV, PDF, or Excel. Embed automated reporting dashboards in customer portals with row-level security. CodeBlox keeps your data moving to the people who need it on the schedule they expect without anyone manually pulling numbers or formatting slides the night before.

  • Configurable by anyone on your team
  • Works on web and mobile out of the box
  • Audit-logged for compliance
Revenue · last 30d
$284,201
Leads
1,284
+12%
Deals
423
+5%
Won
86
+18%
Conv.
21%
+3%
Dashboards your team will actually open
What's included

Everything you'd expect, plus what you've been missing

  • 12+ chart & visualization types
  • Cross-filter & drill-down
  • Scheduled email reports
  • Row-level security
  • CSV, Excel, PDF export
  • Embeddable dashboards
  • Public sharing with auth
  • BI tool integration (Looker, Tableau)
Our team finally has one place to manage every deal, and forecasts that don't need a spreadsheet to interpret.
KP
Kara P.
VP Sales · Northwind
Revenue · last 30d
$284,201
Leads
1,284
+12%
Deals
423
+5%
Won
86
+18%
Conv.
21%
+3%
Forecast · Q3 2026
Templates to start from

Pre-built Blox you can launch today.

Skip the blank canvas. Start from a production-ready template and customize from there. Every template runs on the same no-code analytics dashboards engine so your team can go live fast and report with confidence from day one.

01

Standard CRM Builder

Core crm builder workflows ready to deploy across your team.

02

Enterprise edition

CRM Builder configured for multi-region, multi-entity organizations.

03

SMB starter

Lightweight crm builder for teams of 5 to 50, designed for fast adoption.

04

Custom build

Work with our ProServe team to design crm builder for your exact processes.

FAQ

Questions teams ask about CRM Builder.

More questions? Talk to a specialist →

How long does it take to build the first dashboard in CodeBlox?
+

Most teams have their first no-code analytics dashboard live within a few hours using a pre-built template. Start from a ready-made layout, connect it to your Blox data, configure your metrics and filters, and publish the same day you sign up so your team has live operational visibility from the very first week without a lengthy setup or a data engineering project to get started.

How does drill-down work in CodeBlox automated reporting dashboards?
+

Every metric on every automated reporting dashboard is clickable. Click a number, a bar, or a chart segment and CodeBlox opens the filtered list of underlying records that make up that metric. Your team investigates, edits records, and acts on what they see without leaving the dashboard or switching to a separate view to find the data behind the number.

Can dashboards be embedded in our customer portal or shared externally?
+

Absolutely. CodeBlox supports embeddable no-code analytics dashboards with row-level security so every customer or stakeholder only sees the data that belongs to them. Embed via script, share via authenticated URL, or publish as a public dashboard with controlled access so your clients get the visibility they need without being granted access to your internal workspace.

Can we build dashboards without coding that pull data from multiple sources?
+

Yes. CodeBlox connects to your CRM, finance, HR, inventory, and project data natively within the same workspace. You can also pull in data from external sources through integrations and API connections so every no-code analytics dashboard your team builds reflects your complete business picture in real time without any manual data consolidation or copy-paste between tools.

How do automated reporting dashboards work inside CodeBlox?
+

You set the schedule, choose the recipients, and pick the format once. CodeBlox automated reporting dashboards then run on their own and deliver the right numbers to the right people at the right time every day, week, or month without anyone having to manually trigger a report, pull an export, or paste numbers into a slide deck before a leadership meeting.

Do we need a data team or SQL knowledge to build dashboards in CodeBlox?
+

No. CodeBlox no-code analytics dashboards are built entirely through a visual drag and drop interface. Your sales, HR, finance, and operations teams create, configure, and share their own dashboards without writing a single query, without involving a data analyst, and without waiting for a BI team to build a report on their behalf.

Ready to transform your operations?

See how CodeBlox replaces spreadsheets, manual workflows, and scattered tools with one AI-powered no-code platform.

15-day free trial  ·  No credit card required  ·  Plans from $19/user/month