Dashboard builder
Drag, resize and configure widgets on a 12-column grid. Global, role and personal dashboards, with one set as each person's home screen.
For Perfex CRM 3.x · one module, 33 add-ons included
Every Perfex module.
One brain.
Drag-and-drop dashboards that read your whole Perfex CRM — invoices, leads, projects, stock, payroll, fleet and more. Click any number to see the records behind it, build your own metrics without code, forecast revenue and cash, and let the AI Brain tell you what changed.
- 795ready-made widgets
- 33add-ons in the box
- 16chart & card renderers
- 0core files modified
Reads the Perfex core and the modules your team already runs
Install once
One module. Every add-on already inside.
Upload one zip and activate one module. Brain Pro looks at the Perfex modules you have and switches on the matching add-ons by itself — Accounting, Warehouse, HR, Fleet, Real Estate, Marketing Automation and 27 more. Install another module next month and its widgets simply appear.
- No add-on to buy, upload or activate separately (the Perfex modules they report on come from their own authors)
- Missing modules are hidden, never errors
- The widget library re-syncs whenever a module is switched on or off
- Uses Perfex hooks only: no core file is touched, updates stay safe
Everything in Pro
More than dashboards
Every feature respects each viewer's own Perfex permissions — a sales agent sees their deals, the finance lead sees the company.
Drill-down to records
Click a number, a slice, a bar or a month and a panel lists the invoices, leads or jobs behind it — linked straight to the record.
Custom metrics, no code
Count, total or average any record type, add filters, break it down or trend it by month. Combine metrics in formulas like revenue ÷ customers.
Forecasts
Revenue forecast from your own history, a weekly cash-flow forecast from due invoices and recurring items, and a weighted sales pipeline.
AI Brain
A plain-English summary of any dashboard and answers to questions about your numbers. OpenAI, Anthropic, Gemini or any compatible endpoint.
Scheduled reports
Email a dashboard daily, weekly or monthly as a link or PDF — with an optional AI summary — and post it to Slack, Teams or Telegram.
Threshold alerts
Get notified in Perfex and in chat when a number crosses a line: overdue invoices above $10k, stock below a minimum, tickets piling up.
Compare & history
Compare with the previous period or the same period last year. Current-state numbers are recorded every night, so stock and receivables get a history.
Insights on every record
An Insights tab on each customer and project: revenue, balance, invoices, tasks and activity for that one record.
Customer portal overview
Give contacts a clean overview of their balance, invoices to pay, estimates, projects and tickets — limited by their contact permissions.
TV mode
A full-screen wall display with a clock, automatic refresh and rotation through your dashboards.
Share & export
PDF, CSV, print, expiring public links, and JSON import/export to move a dashboard between installs.
Describe it, get a widget
Type "invoiced revenue per sales agent" and the AI drafts the metric for you to check, tweak and drop on a dashboard.
Your brand, light or dark
Rename it, pick your accent colour and switch between light and dark themes. Every chart follows, with contrast checked for you.
Nine languages
English, Spanish, Portuguese (Brazil), French, German, Italian, Dutch, Turkish and Russian — the core and all 33 add-ons.
SaaS-ready
Runs inside every tenant of Perfex SaaS modules, and the SaaS add-on gives the platform owner MRR, churn, trials and plan revenue.
What changed
One click shows the numbers that moved unusually against last period and their own history — with an AI explanation if you want one.
Weekly AI digest
Every Monday each person can get their own dashboard in their inbox: key figures, what changed and a short AI summary, within their permissions.
Sales leaderboard
Rank your team by invoiced revenue, payments, deals won or accepted proposals, with movement since last period. Made for the office TV.
Power BI, Excel, Google Sheets
Personal, revocable data feeds turn any dashboard or widget into a live CSV or JSON source, still limited to what that person may see.
Guided setup
On first launch Brain Pro lists the modules it found, suggests dashboards for them and assigns a home dashboard to each role in one go.
Drill-down
Every number opens up.
Overdue: 56. Which ones? Click the slice. Brain Pro lists the exact invoices behind it, with the same filters, currency and permissions as the chart — so the list always adds up to the number you clicked.
- Works on KPI cards, doughnuts, bars, leaderboards and monthly trends
- Every row links to the Perfex record
- Available on core widgets and on all 33 add-ons
Metric Builder
The number you need is not on the list? Build it.
Pick records — invoices, leads, tasks, purchase orders, repair jobs, shipments, payroll lines — choose count, total or average, add conditions, and show it as one number, a breakdown or a monthly trend. A live preview updates as you click.
- 120+ record types across the core and the add-ons
- Formulas over any widget:
{revenue} / {paid invoices} - Each viewer still sees only what Perfex lets them see
Forecasts
See where revenue and cash are heading.
The revenue forecast learns from your completed months with a damped-trend model — it won't turn one good month into a boom. The cash-flow view lines up money in from due and recurring invoices against recurring expenses, week by week.
- Revenue forecast up to 12 months ahead
- Weekly cash-flow with a running net line
- Weighted pipeline from estimates, proposals and lead values, with your own win rates
Insights tabs
The dashboard comes to the customer.
Open any customer or project in Perfex and the Insights tab shows that record's numbers: revenue against last year, what is still owed, invoice status, payments, pipeline and project health. Admins choose the widgets once for everyone.
- Customer and project tabs
- Money shown in the customer's own currency
- Hidden from staff who cannot open that record
Builder
Arrange it the way your team reads it.
Search 795 widgets, drop them on the grid, resize, switch a chart to a table or a leaderboard, pick colours and a featured card. One click gives you a recommended layout to start from.
- Ready-made templates for every team and every add-on
- Per-widget scope: everyone's data or "my data"
- Compact, comfortable and spacious density
AI Brain
Ask your CRM a question.
"Why did revenue drop this month?" "Which customers owe the most?" The Brain reads the same figures your dashboard shows — never raw records — and answers in plain language. It can also write a weekly summary straight into your scheduled report.
- Bring your own key: OpenAI, Anthropic Claude, Google Gemini or a local model
- Describe a number in words and get a ready widget
- Only aggregated numbers leave your server
- Daily limit per staff member and cached answers keep costs low
Summarise Finance Control for this month.
Revenue is down 16% on last month ($50.4k vs $87.5k), mostly because August had three large project invoices.
Overdue balance needs attention: 81 invoices, $180k — Falcon Health and Summit Consulting account for a third of it.
Next step: send reminders on the 10 oldest overdue invoices and review the two customers above.
Which add-on cost the most to run this quarter?
Fleet: fuel $8.5k and maintenance $6.2k, together 61% of operating spend tracked in Brain Pro.
TV mode
Put it on the wall.
Full screen, a big clock, refreshes itself every few minutes and rotates through your dashboards. Made for the office screen and the morning stand-up.
Included add-ons
33 add-ons. All in the box.
Each one switches on when its Perfex module is installed. Every add-on has its own widgets, dashboard templates, drill-down and Metric Builder records.
Widget counts are per add-on. You need the matching Perfex module (bought separately from its author) for an add-on to show data.
Why Brain Pro
Compared with the Perfex dashboard
| Perfex default | Perfex Brain Pro | |
|---|---|---|
| Dashboards per role or person | — | Global, role and staff dashboards |
| Data from other modules | Each module on its own screen | 33 modules on one board |
| Click a number to see records | — | Drill-down everywhere |
| Your own metrics | — | No-code builder + formulas |
| Forecasts | — | Revenue, cash flow, weighted pipeline |
| Previous period / last year | — | Both, on every KPI |
| AI summaries and questions | — | Bring your own model |
| Scheduled reports, alerts, chat | — | Email, PDF, Slack, Teams, Telegram |
| Customer portal overview | — | Included |
Up and running in five minutes
- 1
Upload
Setup › Modules › Upload the zip and activate Perfex Brain Pro.
- 2
Follow the guided setup
Brain Pro lists the modules it found and suggests dashboards for them. Tick, choose each role's home, done — numbers appear straight away.
- 3
Share it
Assign dashboards to roles, schedule a weekly report, put one on the office TV.
Roadmap
What comes next for Brain Pro
What we are building and planning. Plans can change, and we never promise dates: an item ships when it is ready and tested.
- Planned
One search and one bell for the suite
Search and notifications shared by every SellMyCode module you run.
- Planned
More cross-module widgets
New boards whenever a SellMyCode module adds data, with the same filters and alerts.
- Planned
One-click updates
Update the module from the Perfex admin, with a backup first and a way back.
Pricing
One price. Everything included.
Perfex Brain Pro
$89one-time
Licence for one Perfex CRM installation. Six months of support included, free updates. Sold by SellMyCode.
Buy now at SellMyCode Try the demo first- Dashboard builder, 41 core widgets, 16 renderers
- All 33 add-ons — 754 more widgets
- Drill-down on every widget
- Metric Builder and formulas
- Revenue, cash-flow and pipeline forecasts
- AI Brain (your own API key)
- Scheduled reports, alerts, Slack / Teams / Telegram
- Insights tabs and customer portal overview
- TV mode, PDF, CSV, share links, JSON import/export
- White-label name and colour, light and dark themes
- 9 languages, multi-tenant (SaaS) ready
- Weekly AI digest, What changed, sales leaderboard
- Live data feeds for Power BI, Excel and Google Sheets
What the same coverage costs piece by piece
Platform + add-ons bought separately
- Dashboard platform$69
- 13 reporting add-ons at $39–49$507–637
- Perfex modules it can report on13
- Reporting modules to install and update14
Total$576–706
Perfex Brain Pro
- Platform and every reporting add-onIncluded
- Perfex modules it can report on33
- Reporting modules to install and update1
- Drill-down, AI, forecasts, alertsIncluded
Total$89
Add-ons report on Perfex modules you already run. The modules themselves (for example Accounting or Fleet) are separate products from their own authors; you only need the ones you use. Separate prices are typical launch prices of dashboard add-ons sold one module at a time for Perfex CRM (October 2026).
Click around a real install.
The live demo is a full Perfex CRM with Brain Pro and every supported module installed, filled with fictional data. It resets on a schedule, so change whatever you like.
demo.perfexcrm.app
- Admin area
- demo.perfexcrm.app/admin
- Customer portal
- demo.perfexcrm.app/perfex_brain_pro/portal
- Login
- Shown on the demo login page
Questions
Do I need to buy the add-ons separately?
No. All 33 add-ons are inside the one module. Each one shows up by itself when you have the Perfex module it reads (for example Fleet needs the Fleet Management module).
Does it include modules like Accounting, Fleet or HR?
No. Brain Pro is the reporting layer. It works fully with Perfex CRM on its own, and each add-on adds dashboards for a Perfex module you already run. Those modules are separate products sold by their own authors, and you only need the ones your business uses.
Which Perfex version is supported?
Perfex CRM 3.0 and newer, PHP 8.0+. It is tested on Perfex 3.4.1 with MySQL 8 in strict mode.
Will staff see data they are not allowed to see?
No. Every widget, drill-down, custom metric and AI answer is checked against the viewer's own Perfex permissions. Widgets a person may not see are locked or hidden.
Does my data go to an AI company?
Only if you switch the AI Brain on and add your own API key. Even then only aggregated figures from the dashboard are sent, never customer records. You can also point it at a model running on your own server.
Does it modify Perfex core files?
No. Brain Pro uses the standard Perfex module hooks, so Perfex updates stay safe.
Does it work with Perfex SaaS (multi-tenant)?
Yes. It is tested against the two popular SaaS modules for Perfex. Each tenant gets its own dashboards, settings and widget cache, and add-ons follow the modules each tenant has. Separate databases and per-tenant table prefixes are supported. On the master install, the SaaS add-on reports MRR, ARR, churn, trial conversion and revenue per plan.
Does it work with multiple currencies?
Yes. Money is always shown one currency at a time and never mixed; the dashboard currency filter switches between them.
Is the interface translated?
Yes, into English, Spanish, Portuguese (Brazil), French, German, Italian, Dutch, Turkish and Russian, following each staff member's Perfex language. All texts are in standard Perfex language files, so you can add another language like for any other module.
Where can I buy it?
Perfex Brain Pro is sold directly by SellMyCode: buy it on sellmycode.net. You get the module zip with every add-on, the documentation and free updates.
How do I get support?
Open a request on the Perfex Brain Pro support page at sellmycode.net. Six months of support are included with every licence. Please add your Perfex and PHP versions and the text from Brain Pro › System Health › Copy System Information.
Can I try it before buying?
Yes — the live demo at demo.perfexcrm.app has every feature and add-on installed.
Works with Brain Pro
Add profit, collections, capacity and client grades.
Perfex Cash & Capacity is our second module: project and customer margins from your timesheets, invoice reminders that stop by themselves, a capacity schedule with utilisation and free-capacity forecast, and an A–D grade for every customer. With Brain Pro installed it adds 25 widgets and two ready dashboard templates.
- Margin, receivables, ageing, DSO, cash-in forecast, utilisation, free capacity and grades as widgets
- Budget alerts through Brain Pro's Slack, Teams and Telegram channels
- Sold separately, not required — Brain Pro is complete on its own
Give your Perfex CRM a brain.
One module, every add-on, permission-aware from the first widget.