One Dashboard. Every Module. Complete Insight.
Turn Perfex CRM into a
complete
intelligence platform.
The dashboard and reporting platform for Perfex CRM: a drag-and-drop builder, a library of core widgets, and an add-on ecosystem. Every installed provider publishes into the same dashboards, so one screen carries the modules your team actually works in.
- 36
- Core widgets
- 16
- Renderers
- 6
- Dashboard templates
- 13
- Specialized add-ons
The platform
Perfex Insight Pro
Pro is the dashboard system. It ships the Core Perfex Provider, which reports on the CRM you already have — customers, invoices, payments, leads, projects, tasks and support — and it is what every add-on plugs into.
- Dashboard Manager
- Global, role and staff-scoped dashboards, with one set as default.
- Dashboard Builder
- Drag, resize and configure widgets on a 6-template starting grid.
- Widget Library
- 36 core widgets across 16 renderers — KPIs, charts, tables, feeds and calendars.
- Filters
- Date range, currency, customer and staff filters applied across a whole dashboard.
- Permissions
- 8 permission groups; every widget respects the viewer's own Perfex access.
- Provider architecture
- The published extension point every Insight add-on uses. No core files are modified.
Perfex Insight Pro does not include the add-ons. They are separate products, listed below.
The ecosystem
13 specialized add-ons that extend the modules you already use.
Each add-on publishes its module into the same dashboards, filters and permissions as the core CRM.
Every add-on requires Perfex Insight Pro and its own parent Perfex module.
Finance & Procurement 3
Assets & Equipment 4
Operations 3
Property & People 3
Combined Insights
One dashboard, more than one module
A dashboard is not tied to a single provider. Once an add-on and its parent module are installed, its widgets appear in the same library as the core ones and can sit on the same board — revenue beside stock value, net profit beside purchase-order value, under one filter bar.
The dashboard at the top of this page is the shared demo, where every released add-on is installed — which is why it shows 14 active providers.
Your own dashboards show the providers you have installed, for the modules you run, filtered by what each staff member is permitted to see. The demo shows the ceiling, not a default.
Why upgrade
Your Perfex data is spread across modules.
Your reporting doesn’t have to be.
Every Perfex module ships its own operational screens. Insight adds a layer above them, so the modules you already run can report together.
The problem
- Each module keeps its own report screen, in its own place.
- Comparing two modules means opening two screens and reconciling by hand.
- Everyone with access sees the same fixed report layout.
- There is no dashboard a role can be given as their landing screen.
The solution
- Every installed provider publishes its widgets into shared dashboards.
- One filter bar applies a date range, currency or customer across the board.
- Dashboards are built per role or per staff member and set as their default.
- Every widget still obeys the viewer’s existing Perfex permissions.
- Dashboard builder Drag and drop widgets onto a responsive grid and save the layout.
- Widget library 36 core widgets across 16 renderers.
- Shared filters One date range, currency and customer filter for the whole board.
- Provider architecture Any installed module can publish widgets into the same dashboards.
- Roles and permissions 8 permissions; widgets obey the viewer’s existing Perfex access.
- Scheduled reports Send a dashboard on a schedule instead of exporting it by hand.
Pricing
Buy the platform once, add the modules you need
Perfex Insight Pro
$69
The platform. Required by every add-on.
Each specialized add-on
$39 or $49
13 available, sold separately. Each also needs its own parent Perfex module.
Launch prices. No bundle and no subscription.
Try it, then read it
Live demo
A full Perfex CRM running Perfex Insight Pro with all 13 add-ons installed, including the Combined Insights board. All data in it is fictional, and it is reset on a schedule.
Open the live demoDocumentation
Installation, the builder, the widget library, filters and permissions for the platform — plus a dedicated section for each of the 13 add-ons covering its requirements, widgets, dashboards and troubleshooting.
Read the documentationFAQ
Questions buyers ask
What is Perfex Insight Pro?
A module for Perfex CRM that adds a dashboard and reporting system: 36 core widgets, a drag-and-drop builder, 6 ready-made dashboard templates, dashboard-wide filters, 8 permission groups and scheduled report delivery. It requires a working Perfex CRM installation and does not modify Perfex core files.
Do the add-ons require Perfex Insight Pro?
Yes. Every add-on is a provider that plugs into the Pro dashboard system, and it also needs its own parent Perfex module installed and active — the Accounting add-on needs the Accounting & Bookkeeping module, and so on.
Are the add-ons included with Perfex Insight Pro?
No. Pro includes the Core Perfex Provider only. The 13 add-ons are separate products at $39 or $49 each.
Which Perfex modules are supported?
Accounting & Bookkeeping; Purchase; Warehouse; AssetCentral; Asset Management; Fixed Equipment Management; Fleet Management (also requires HR Records and Purchase); Manufacturing Management; Logistics Management; Workshop Management; Real Estate; Real Estate & Tenant Management; HR Records. Each is covered by one add-on. See the catalogue for the pairing.
Can I try it before buying?
Yes — the live demo runs the platform with all 13 add-ons installed. The data in it is fictional and is reset on a schedule, so you can change anything you like.
Where do I buy an add-on?
Each product is sold on CodeCanyon. Where a listing is already published, the catalogue shows a Buy link for it; where a listing is still being published, the catalogue says so rather than offering a link that does not work yet.
Does it work with Perfex SaaS?
Yes. Dashboards and widgets respect tenant permissions and access restrictions. Using the module as part of a service offered to multiple clients requires an Extended License.
Build the dashboard your Perfex CRM actually needs
Start with the platform, add the modules you report on, and put them on one board.