Built on five years of commercial questions.

We don't hand you a generic template and walk away. During onboarding we map your schema, agree the metrics that actually drive the business, and configure each dashboard accordingly — labels, segments, KPIs, even the sidebar groupings reflect your operating model. The 25+ prebuilt dashboards are a starting point, not a ceiling.

• Any data structure — star schema, snowflake, denormalised, event streams, mixed sources
• Any vocabulary — Bookings vs Orders, Suppliers vs Accounts, MRR vs Net revenue
• Your three priority decisions shape the Executive page on day one
• Quarterly review (Growth+) re-tunes the dashboards as your business evolves

Connect to your data warehouse via a read-only API connector — we sync once, then query locally on our managed Postgres instance. That means dashboard refreshes never hit your warehouse, so you don't pay for them on your BigQuery / Redshift / Snowflake bill. Or skip the warehouse entirely and drop in CSV / XLSX exports.

• Warehouses: BigQuery, Redshift, Snowflake, Postgres, MySQL
• SaaS APIs: Stripe, Google Analytics 4, HubSpot, Segment, Shopify, Mixpanel (Growth+)
• Configurable sync cadence (daily on Starter, hourly+ on Growth, sub-hourly on Enterprise)
• Header-detected CSV / XLSX uploads with SHA-256 dedup — re-imports are no-ops

Ask in plain English — Claude plans, queries the database, picks the right charts, writes the narrative, and flags data caveats. Every tool call is visible so trust is earned, not claimed.

• Read-only SQL sandbox — no chance of data mutation
• 5-tool library: list_tables, describe_table, sample, query_sql, finish_report
• Data-ref caching keeps 10k+ rows server-side — not in Claude's context
• Private → Public sharing with one click; star, tag, pin, schedule

Every team gets its own view — commercial, marketing, customer success, product, finance. Cached, sliceable by country and date. No query writing required.

• Executive, Acquisition, Attribution, Seasonality, Bookings, Response Health…
• Redis-cached compute (90-day TTL), sub-second page loads
• Sliceable filter bar applies across every page
• Pages grouped by audience in the sidebar for quick nav

The same engine, repackaged for the metrics your industry argues about. Templates ship for marketplaces, e-commerce, SaaS, fintech, travel, subscription, and healthcare — and the labels (Orders vs Bookings, MRR vs revenue, Suppliers vs Accounts) follow your vertical.

• Marketplaces · supplier health, response funnels, listing tier MRR
• E-commerce · product performance, basket recovery, LTV by channel
• SaaS · MRR / NRR cohorts, expansion vs contraction, feature adoption
• Fintech, travel, subscription, healthcare and more — extendable in days

Seven action segments that turn raw account data into an actionable call list: Drowning, Starving, Hot Prospects, Silent, Zero Revenue, Decliners, New Paid.

• Each segment ties to MRR-at-risk or MRR-opportunity
• Priority call lists for customer success
• Upgrade-target lists for sales
• Decline early-warning for churn risk

See which channels drive signups, which drive activation, and which drive revenue — not just top-of-funnel signups. Handles the messy real-world case where revenue can't be cleanly attributed per-customer.

• Channel → signup → activation → revenue
• Pro-rata allocation for multi-touch paths
• UTM-campaign × segment × country breakdown
• Top channels by quality (activation, paid tier) not just volume

Reports aren't dead documents — they're the beginning of a conversation. Threaded discussion, stars, tags, pinning, schedules, markdown export, and one-click Slack.

• Private by default, public on one click
• Comments for teammates to weigh in on findings
• Star + tag + pin for bookkeeping
• Schedule daily/weekly/monthly auto-runs
• Export markdown or PDF; post digest to Slack via webhook

AI analysis costs real API money. Per-user daily quotas, admin spend dashboards, and rate-limit-aware retries mean no runaway bills.

• Per-admin daily dollar cap (default $5)
• Per-non-admin daily run cap (default 2/day)
• Errored runs don't count against the quota
• Admin spending dashboard: per-user cost + top-expensive reports

Your data lives on your own isolated Postgres + Redis instance — not shared multi-tenant. Google SSO is restricted to your email domain (Okta / Azure AD / SAML on Enterprise). Admin actions are enforced server-side, not just client-side.

• Per-customer dedicated Postgres + Redis (UK / EU / US regions)
• Email-domain allow-list for sign-in
• Admin-gated endpoints for destructive + cost-bearing actions
• Daily encrypted backups · 30-day point-in-time restore (Growth+)

Users see every tool call the AI Analyst makes in real time — the SQL it wrote, row counts, execution time. No black boxes. Clickable rows expand to the exact query.

• Real-time progress: elapsed timer, step count, animated bar
• Clickable tool calls expand to SQL + preview rows
• Markdown-rendered narrative and caveats
• Full agent trace archived with the report