What problem does it solve?
It helps you turn Omni CRM database data into polished, decision-ready analytical reports without manually writing and formatting complex queries.
Core Features & Use Cases
- Database-driven reporting: Pulls metrics from Omni CRM using the omni-db MCP server (execute_sql) while consistently filtering soft-deleted rows with is_active = true.
- Standardized report formatting: Produces reports with a Summary, a Detail table, and actionable Observations, including consistent date, currency (NGN), percentage, and duration formatting.
- Pre-built analytical templates: Covers common CRM analytics like ticket SLA compliance, pipeline health, campaign performance, agent presence, subscriber growth & churn, projects, and fiber build-out.
- Optional chart code: Provides Chart.js-ready JavaScript snippets when a time-series or comparison dimension exists.
Quick Start
Ask for a specific report and scope, for example: "Generate a CRM pipeline health report for the last 90 days with a chart of stage counts by month."