D
Kraken Data
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Ask anything… “which campaign drove the most calls?”
DK
Executive Business Overview
All locations · This quarter vs. last · Refreshed 4 min ago
Revenue
$1.24M +14%
Net profit
$212k +9%
Cost per lead
$31 -9%
Revenue vs. cost by month
Jan – Jun
• CORE CAPABILITIES
From raw data to decisions — without spreadsheet work.
Custom dashboards
Drag-and-drop report building with charts, scorecards, tables, and visualizations — real-time and historical.
Scheduled reports
Automated delivery by email, PDF, and spreadsheet exports — plus executive summaries written for humans.
Client-facing portals
Branded reporting portals for agency clients and stakeholders, with role-based access to every report.
Cross-platform correlation
Custom calculations and metrics that combine CRM, marketing, social, voice, financial, and operational data.
Goals, budgets & benchmarks
Set targets and track against them across departments, locations, and campaigns.
Alerts & anomaly detection
Threshold alerts and automatic anomaly detection so problems surface before month-end.
AI insights & natural language
Ask questions about your business in plain language and get AI-generated insights with the numbers to back them.
Department & location reporting
Roll up or drill down — company, department, and location views with the right access for each role.
Data quality & sync monitoring
Refresh and synchronization monitoring plus data-quality tools, so you can trust what you’re seeing.
• PREBUILT TEMPLATES
Kraken Data ships with templates for the reports real businesses actually need — turn them on, connect your data, and customize from there.
Profit & loss
Revenue vs. cost
Sales performance
Pipeline performance
Marketing attribution
Campaign performance
Social media performance
Call-center & voice-agent performance
Appointment conversion
Customer retention
Inventory tracking
Purchasing requirements
Manufacturing performance
Job & service performance
Employee & department productivity
Location comparisons
Website & ecommerce performance
Executive business overview
• THE COMPLETE PICTURE
Stop viewing calls, campaigns, and revenue separately.
Because Kraken Data sits on the same platform as your CRM, marketing, social, and voice tools, it can answer the questions disconnected BI tools can’t.
✓ Which campaign generated the most qualified phone calls ✓ Which voice conversations became appointments and revenue ✓ Which customer segments produce the highest lifetime value ✓ Which products are profitable after advertising, labor, shipping, and materials ✓ Which locations are performing above or below expectations
Ask Kraken Data
DK
Natural-Language Questions
Answers computed from your connected data
You
Which marketing campaign generated the most qualified phone calls last quarter?
Kraken Data
“Spring Tune-Up Email” generated 118 qualified calls — 38% of all qualified call volume. It also led in revenue per lead ($312). Want the full attribution report?
Data sources
DK
Connected Data Sources
14 sources · all syncing normally
SOURCE
TYPE
REFRESH
STATUS
K
Kraken suite (all products)
Native
Real-time
Live
QB
QuickBooks
Accounting
Hourly
Synced
GA
Google Analytics & Ads
Analytics
Hourly
Synced
PG
PostgreSQL — operations DB
Database
15 min
Synced
• EVERY SOURCE, ONE MODEL
Kraken products connect natively. Everything else connects easily.
Google Analytics, Search Console, Google Ads, Meta, LinkedIn, YouTube, QuickBooks, Xero, ecommerce and scheduling systems, PostgreSQL, SQL Server, MySQL, MongoDB, spreadsheets, APIs, webhooks, MCP servers, and custom databases.
✓ Kraken products feed reporting automatically — zero setup ✓ Outside systems connect through the shared marketplace ✓ Sync monitoring shows exactly how fresh every number is
• BETTER TOGETHER
The suite’s shared source of insight.
C
Kraken CRM
Pipeline performance, rep conversion, retention, and lifetime value.
S
Kraken Social
Social performance versus traffic, leads, revenue, and phone calls.
M
Kraken Marketing
Campaign costs, conversions, appointments, and true attribution.
V
Kraken Voice
Call volume, outcomes, sentiment, and revenue per conversation.
