Module 12 / Analytics

Analytics with no warehouse.

Live Part of Atlas

Analytics builds dashboards and reports on the same data your Atlas modules already use. Pick a dataset, group it, measure it, filter it, and chart it. No ETL, no warehouse bill, and role permissions apply. Analytics is on paid plans.

What it does

Five things, no warehouse.

Most analytics tools assume you have a warehouse. Analytics reports directly on your Atlas workspace data, so there is no pipeline to build first.

Report builder

Pick a dataset, up to three dimensions, and up to eight measures: count, sum, average, min, or max. Add filters and a date range.

Dashboards with widgets

Metric, chart, and list widgets on one dashboard. Charts show as a table, bar, line, pie, or a single number.

Scheduled delivery

Email a report as CSV or XLSX, daily, weekly, or monthly, to up to 20 recipients, in the time zone you choose.

Permission-aware

Role and module permissions apply to every query, in the app and the API. People see the data they already have access to.

Built-in views

Workload, velocity and forecast, time tracking, a weekly review, an activity heatmap, cycle time at p50 and p90, portfolio health, and Goals and OKRs, ready without building anything.

How it works

Three layers, one query path.

Analytics reads your workspace data, turns a report definition into results, and puts those results where people will see them.

LAYER 01workspace datasetsdealstasksprojectsaccountscontractstimegoalsPDF jobsrole permissions appliedno warehouse hop

Your workspace data

Atlas modules expose reportable datasets. Analytics reads them with your role and module permissions applied. No warehouse, no glue.

LAYER 02datasetdealsgroup bystagemeasurecount, sum(value)filterlast 90 dayschart: barexport: CSV

Build the query, see results

Pick a dataset, group by up to three fields, choose measures, and add filters and a date range. Results show as a table or chart and export to CSV.

LAYER 03chartdashboardRevOps+widgetsSchedule · weekly XLSX→ email · 3 recipients

Publish, share, deliver

Add the chart to a dashboard, share a report by link, or schedule it to arrive by email as CSV or XLSX.

Reports

Define once, run anywhere.

A report is a dataset, a grouping, measures, and filters. Save it, run it, export it, or deliver it on a schedule, in the app or over the REST API. The output below is sample data.

reports/pipeline-by-stage.sh
Step 01 · save a report
# Dataset ids come from GET /v1/reports/custom/datasets
curl -X POST https://api-atlas.wrxstack.com/v1/reports/custom \
  -H "Authorization: Bearer atlas_pat_..." \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Pipeline by stage",
    "dataset": "deals",
    "spec": {
      "dimensions": ["stage"],
      "measures": [{ "id": "open", "agg": "sum", "field": "value" }],
      "chartType": "bar"
    }
  }'
Lead$2.4M
Qualified$1.9M
Proposal$1.3M
Negotiation$0.8M
Step 02 · deliver it weekly
# Email an XLSX every week (needs the reports:write scope).
curl -X POST https://api-atlas.wrxstack.com/v1/report-deliveries/schedules \
  -H "Authorization: Bearer atlas_pat_..." \
  -H "Content-Type: application/json" \
  -d '{ "reportSlug": "pipeline-by-stage", "format": "xlsx",
        "frequency": "weekly", "recipientEmails": ["revops@example.com"] }'
Key features

Nine more, all shipping.

Analytics is on paid plans. Each capability below comes with it.

Five chart types

Table, bar, line, pie, and single-number metric, all from the same report definition.

Workload and capacity

Set capacity per person, spot who is overallocated, and get leveling suggestions.

Shared report links

Share a report by link. A revoked or expired link stops working right away.

Permissions intact

The same role and module permissions as the rest of Atlas, in the app and the API.

Goals and OKRs

Cascade OKRs, read the rollup tree, link tasks, and get notified when a goal is at risk.

Time tracking

Timers and time entries on tasks, ready to group and total in a report.

Cycle time

Cycle time at p50 and p90, velocity, and forecast for delivery work.

API access

Dashboards, widgets, saved reports, and ad-hoc queries are all in the REST API.

Scheduled exports

Email a report as CSV or XLSX, daily, weekly, or monthly.

Connected

Reads from your modules.

Because Analytics reports on the same workspace data as the apps, there is no copy to keep in sync. No glue, no copy.

One workspace, six readable sources

CRM reports cover pipeline, win-loss, source attribution, rep performance, and activity volume. Contract analytics show the signing funnel, time to sign, and what is about to expire. Delivery views show workload, velocity, and cycle time.

CRM → pipeline + win-lossTasks → cycle time + workloadContracts → time to signProjects → portfolio healthGoals → OKR rollupTime → time entries
Comparison

Analytics vs. Mode.

Mode is a SQL and notebook tool over a warehouse. Atlas Analytics is a no-code report builder over your Atlas workspace, with permissions intact.

wrxstack Analytics vs. Mode

CapabilityModewrxstack Analytics
Source of truthYour warehouseYour Atlas workspace
ETL for app dataRequiredNot required
Query languageSQL, Python, RNo-code builder, no SQL
PermissionsWarehouse and tool rolesAtlas role and module permissions
Data outside the appAny warehouse sourceAtlas data only; export or API for the rest
Scheduled deliveryYesEmail as CSV or XLSX
CostSeat + warehouse computePart of Atlas paid plans, no warehouse
FAQ

Common questions.

Six things data and ops leaders ask in the first hour.

Can we still keep our warehouse?

Yes, though Analytics does not query it. Analytics reports on Atlas data. Export reports as CSV, or pull data through the REST API, to load it into your warehouse or BI tool.

How fresh is the data?

Dashboards and reports run on your workspace data when they render or run, so there is no sync job to wait for.

Do we lose anything by not having a warehouse?

For questions about the work in Atlas, no. For analysis that joins Atlas with systems outside it, use a BI tool, and hand the data over with a CSV export or the API.

Can analysts share reports outside the workspace?

Yes. Share a report by link, and a revoked or expired link stops working. Scheduled deliveries email a CSV or XLSX to up to 20 recipients.

Which plans include Analytics?

Analytics is on paid plans. Atlas is free to start, and pricing is set inside the product. Large organizations can talk to sales about the Enterprise plan with custom terms.

Can we write SQL?

No. Reports and dashboards are built from a dataset, dimensions, measures, and filters. If your team needs SQL, export the data or use the API and query it in your own tools.

Related

Pairs well with.

Analytics is sharpest with CRM, Tasks, and Projects live in the same workspace.

Honest limits

Who this is not for.

Analytics reports on your live workspace with no warehouse to maintain. If you need a full BI warehouse with SQL modeling, a semantic layer, and joins across dozens of external sources, pair Atlas with a dedicated BI tool. Analytics answers questions about the work in Atlas, not your entire data estate.

Get started

Stop maintaining the analytics stack.

Free to start, no credit card. Analytics is on paid plans: dashboards, reports, and scheduled delivery, with no warehouse to run.