Insights. KPIs without spreadsheets.
CallMerlin Insights automatically generates KPI reports from your connected tools on a schedule. Choose daily or weekly, see current figures with trend and percentage change, and sparklines over 12 periods. Click Generate now for an instant on-demand report.
Merlin fetches metrics from accounting, CRM, project management, and more. Green, red, or gray per change.
Professional+. Starter: not available.
Daily report: revenue, outstanding, pipeline, and support metrics with trend.
Merlin fetches KPIs from your connected tools.
This week vs last week
Week KPIs
2 metrics need attention.
Actions
What an insights report contains
Per connection metrics with reference, difference, and sparkline.
| Section | What you see | Period |
|---|---|---|
| Mode | Daily vs weekly | Account setting |
| Metrics | Current vs reference | 4–12 per tool |
| Trend | Percentage difference | Green/red/gray |
| Sparkline | Last 12 reports | 12 days/weeks |
| Generate now | Instant report after new connection | On demand |
| Schedule | Automatic run | Daily or weekly |
Example metrics per category
Works with most connected tools with read permissions.
Accounting
Revenue, outstanding, DSO, and draft invoices from Moneybird or Exact.
CRM
Pipeline value, new deals, and conversion from HubSpot or Pipedrive.
Project management
Open tasks and velocity from Asana, Jira, or Monday.
Insights from your stack
HubSpot
Asana
Google Workspace
ZendeskThis is just one example of the many combinations possible.
All 80+ native deep integrations →Frequently asked questions about Insights
Stop exporting. Ask for your KPIs.
Automatic reports with trends. You choose daily or weekly.
Start free trialProfessional+. Starter: not available.