Official Documentation

Perfex Insight Pro

Documentation for Perfex Insight Pro and 13 specialized add-ons — dashboard builder, widget library, provider ecosystem and reporting for Perfex CRM.

Get Started Dashboard Builder Provider Ecosystem
Dashboard Builder Ready
Core Perfex Provider Included
Released Add-ons 13
Core Widgets 36
Add-on Widgets 309
Documentation Version 1.0.0
01 Installation Install, activate, and verify the module. 02 Dashboards Create, clone, manage, and assign dashboards. 03 Widget Library Browse KPIs, charts, tables, calendars, and feeds. 04 Providers Understand core and official addon providers.

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IP
Perfex Insight Pro
Documentation v1.0.0