Features

Analytics & Reporting

Drive your business with interactive dashboards and real-time reports. KPIs, custom charts and one-click exports — all your business data at your fingertips.

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Interactive dashboards

Create custom dashboards with KPIs, dynamic filters and 12 chart types. Your key indicators are visible at a glance, updated in real time. Each user can configure their own dashboard.

12 chart types

Bars, lines, pies, areas, funnels, gauges, heatmaps and more. Choose the right chart for each indicator and customise colours, legends and axes for optimal readability.

Custom SQL queries

Advanced users can write direct SQL queries to extract exactly the data they want. Tabular results, charts and exports from any table in your Neoffice instance.

Visual Query Builder

Build complex reports without writing a single line of SQL. Select tables, columns, filters and groupings by drag and drop. Ideal for non-technical users.

Pre-configured reports

Hundreds of business reports are available from activation: revenue, margins, sales by product, aged balance, hours by project. Use them as-is or as a base for your own reports.

CSV, Excel & PDF export

Export any report or dashboard to CSV, Excel or PDF with one click. Schedule automatic email sends to your teams or partners. Embed your dashboards in other applications via embeddable widgets.

How it works

From data to decisions
in 4 steps

Choosing & indicators

Identify the KPIs essential to your business — revenue, margins, delivery times, client satisfaction. Select data sources from all Neoffice modules.

Building & query

Use the visual Query Builder or SQL editor to build your queries. Define filters, groupings and calculations to get exactly the results you want.

Layout & visualisation

Choose the right chart type for each indicator. Compose your dashboard by arranging widgets, KPIs and tables in a clear, readable way.

Sharing & automation

Share your dashboards with your team or partners. Schedule automatic report emails and embed your charts in other applications.

Connected insights across your whole business

Neoffice reporting aggregates data from all your modules for a 360° view of your business.

  • Data from all modules in real time — sales, purchasing, stock, accounting and HR in one dashboard

  • Nora AI generates charts — ask in natural language and the assistant creates the report for you

  • Financial reports connected to Accounting — balance sheet, P&L and general ledger always up to date

  • Sales performance tracking from CRM — pipeline, conversion rate and revenue forecasts

Analytics & Reporting — avantage 1
Analytics & Reporting — avantage 2
Analytics & Reporting — avantage 3
Pricing

One simple price, all inclusive

Everything your SME needs to get started, no surprises.

MonthlyAnnual2 months free

Neoffice Management

The all-in-one cloud ERP for your SME

CHF149.-/month

Monthly billing — no commitment

1 company · 1 user

  • Sales & Swiss QR Invoicing
  • CRM & Client Relations
  • Purchasing & Suppliers
  • Stock & inventory management
  • Project management & tasks
  • Multi-currency accounting & VAT
  • Point of Sale (till)
  • Website & online sales
  • HR & Swiss payroll (SwissDec)
  • Helpdesk & Client support
  • Nora — Integrated AI assistant
  • Document management (DMS)
  • Analytics & Dashboards
  • Automation & Workflows
  • Online training (LMS)
  • Communication & Messaging
  • Mobile application
  • Swiss compliance (nFADP, VAT, QR)
  • Swiss cloud infrastructure
  • Work sheets & Bookings
  • Updates & improvements included
  • Standard support included
7-day free trialTry the Neoffice demo

No commitment · No credit card

Need tailored support?

Explore our complementary services →
Comparison

Why pay for 11 tools when one is enough?

Neoffice replaces the software you are already paying for — at a single price.

FonctionnalitéAilleursNeoffice
Accounting & FinanceWinBiz Cloud
74 CHF
Inclus
CRM & Client RelationsZoho CRM
15 CHF
Inclus
Office suiteMicrosoft 365 Standard
12 CHF
Inclus
AI assistantChatGPT Plus
20 CHF
Inclus
Professional websiteSquarespace Business
29 CHF
Inclus
Professional emailGoogle Workspace
9 CHF
Inclus
Helpdesk & SupportFreshdesk
15 CHF
Inclus
Project managementAsana Starter
11 CHF
Inclus
Online shopShopify Basic
29 CHF
Inclus
Point of SaleLightspeed
59 CHF
Inclus
OCR & Document scanningABBYY Cloud
19 CHF
Inclus

11 subscriptions · 11 invoices · 11 logins

0 CHF
0 CHF

tout compris

0CHF

d'économie / mois

0CHF

d'économie / an

0

outils remplacés par un seul

7-day free trial

Questions fréquentes — Analytics & Reporting

Can reports be created without SQL knowledge?

Do dashboards update in real time?

Can a Neoffice dashboard be embedded in another tool?

How many pre-configured reports are available?

Can automatic report sends be scheduled?

Voir aussi

Modules complémentaires

Nora — AI Assistant

Your intelligent assistant integrated into Neoffice. Chat with Nora via chat, WhatsApp or email in natural language, give her orders, automate document extraction and explore your business data with specialised AI agents.

En savoir plus

Automations & Workflows

Multi-step approval workflows, automatic actions and scheduled tasks. Advanced n8n integration with 800+ connectors to automate all your business processes.

En savoir plus

Document Management

Store, share and edit your documents securely from Neoffice. Real-time collaborative editing, company wiki and structured archiving — your centralised document workspace.

En savoir plus

Intéressé par Analytics & Reporting ?

Discutez avec Nora, notre assistante IA, pour nous parler de votre projet.

  • Vos idées sont en sécurité avec nous.
  • Nous répondons rapidement.
  • Vous travaillerez avec les meilleurs.
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Bonjour ! Je suis Nora. Vous consultez notre service **Analytics & Reporting **. Comment puis-je vous aider ?

Propulsé par IA locale — vos données restent en Suisse