Platform · Analytics & reporting

Answers on live data, not last night's export.

Dashboards, pivots, and aggregate reports that read the same records your teams work in, updated the moment anything changes.

From record to report

Reporting that never leaves the model.

Card dashboards

KPI, chart, and list cards on one live board.

Pivot tables

Group and cross-tabulate any fields on the fly.

Aggregate reports

Sum, average, and count across record sets.

Scheduled delivery

Send a report to an inbox or channel on a cadence.

Drill-through

Click a number to see the records behind it.

Export & share

CSV, PDF, or a shared link, scoped to permissions.

Card dashboards

Live, not last night.

Build dashboards from KPI, chart, and list cards that query records directly. No warehouse, no nightly sync, no stale numbers in the morning stand-up.

Alert on thresholds
Operations dashboard
ON-TIME
96%
+2.4 pts
OPEN WOs
38
-6 wk/wk
MARGIN
34%
+1.1 pts
Throughput by week
Pivots & aggregates

Slice it any way you ask.

Group by any field, aggregate with sum, average, or count, and drill from a summary cell straight to the records behind it. Schedule the result to land in an inbox or a channel.

Scoped to what each role can see
Pivot · Margin by region
RegionRevCostMargin
North$1.9M$1.2M37%
South$1.4M$0.9M34%
East$2.2M$1.5M32%
West$1.7M$1.0M39%
Thruline AI

Ask Jordan for the report.

Describe the question in words and Jordan assembles the dashboard, behind a human review gate.

Meet Jordan

See your numbers, live.