Dashboards, pivots, and aggregate reports that read the same records your teams work in, updated the moment anything changes.
KPI, chart, and list cards on one live board.
Group and cross-tabulate any fields on the fly.
Sum, average, and count across record sets.
Send a report to an inbox or channel on a cadence.
Click a number to see the records behind it.
CSV, PDF, or a shared link, scoped to permissions.
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 thresholdsGroup 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| Region | Rev | Cost | Margin |
|---|---|---|---|
| North | $1.9M | $1.2M | 37% |
| South | $1.4M | $0.9M | 34% |
| East | $2.2M | $1.5M | 32% |
| West | $1.7M | $1.0M | 39% |
Describe the question in words and Jordan assembles the dashboard, behind a human review gate.