Every KPI you care about.Live, on one screen.

Pick the metrics, set thresholds, decide who sees what.
Updates as the ledger does — no daily refresh, no broken links.

Real-time

Synced with ledger

Role

Role-based visibility

Alert

Threshold alerts

See the demo →Back to all agents

Exec dashboard · liveLive

Revenue

$53.5M

+4.2%

Op. margin

17.0%

+2.1%

Cash

$31.2M

-3.1%

Monthly burn

$2.1M

Stable

✦ Updated 10s ago

OUTPUTPin to home, refreshes daily

— How it works

Pick from the library, build with AI, pin to home

Pick KPIs from the library

Choose from 25+ standard KPIs, or define your own in plain text: "GP margin trend by BU".

Set thresholds + audience

Alert when OP margin < 15%; let BU leads see only their own BU. Policy in one place.

Pin to home, refreshes daily

Dashboard becomes your morning landing page. Changes highlighted; threshold breaches pinged immediately.

— Use cases

Most useful for these roles

CEO

Daily homepage of the business

"How did we do yesterday?"

Revenue, profit, cash, burn — one screen. Daily CEO brief 30m → 5m.

CFO

Cash, AR, AP — always one click away

"How does this week's cash flow look?"

Working-capital KPIs always in view. Financial health check, instant.

BU Lead

My BU's KPIs, just for me

"This week's revenue and margin for my BU."

Self-serve within your access scope. Cuts ad-hoc finance requests by 80%.

— Works with

Common pairings

Make dashboard your morning landing page.

5-minute live demo, or a 1:1 sales call.

See all agents