The report your investor asks for · ready every Monday.
Single-page executive dashboard summarised by Claude. Drag-to-build custom reports. Schedule weekly/monthly auto-sends to yourself, your team, or your landlord clients. Full export history.
- AI insights generated daily
- 7+
- to build a custom report
- 5 min
- export history retained
- 12mo
Replaces Birdeye Signals · Podium Intelligence · Databox · Dashthis
What Reports & Insights looks like at 6am, with a tea, actually running the shop.
An illustrative preview of Reports & Insights — the layout and workflow match what you get signed in, with example data standing in for yours. Click “See it live” to open the real product.
Every capability you’d expect from the category leader. None of what you wouldn’t.
We ship depth, not checklists. Each feature below is wired to real workflows in the dashboard — click through to see the actual UI.
- 01
Executive dashboard
One paragraph Claude narrative at the top. 6 KPI cards with sparklines. Revenue trend, product/location breakdown, full funnel, priority insights — all above the fold.
- 02
AI insights · daily
7+ categorised insights generated daily: Wins, Concerns, Opportunities, Forecasts. Each with source products, confidence %, impact line, action link.
- 03
Report builder
5 templates (executive, investor, ops, marketing, landlord pack). Drag sections into composer. Live PDF preview as you build.
- 04
Scheduled sends
Weekly / monthly / quarterly cadence. PDF, email, dashboard link, CSV. Direct-to-customer (landlord packs) or internal (board pre-read).
- 05
Export history
Every PDF and CSV from the last 12 months. Download count per export. Recipients tracked.
- 06
Territories rollup
Multi-location brands get a weighted-rollup territory report showing parent-brand KPIs with per-territory drill-in.
Early access
We’re onboarding our first design partners for Reports & Insights now — a real customer quote lands here the moment we have one signed off.
My investors want bespoke slides, not a template.
Every section of the builder maps to a KPI datapoint. Drop in the sections you want, skip the ones you don't. Brand the PDF with your logo + colour. "Custom-feeling" is the default — templates are just a starting point.
Reply to every review. Rank higher. Win back dormant customers.
One calm dashboard.
14-day trial. No credit card. Keep everything you set up if you stay. Export everything if you don't.