Business Insights Dashboard
One trusted set of business numbers.
Business Insights Dashboard
Analytics & Reporting
- RuleDone:
Data loads read-only from your sources on schedule.
- RuleDone:
Quality checks and a QuickBooks reconciliation run.
- RuleDone:
Approved KPIs are calculated and published with freshness badges.
- AIDone:
A leader asks a question; AI maps it to a defined metric.
- AIDone:
The metric runs with that person's access rights, and AI explains the result.
- RuleWaiting for approval:Waiting for you
Checks confirm every number; summaries go out on schedule.
For example: A distribution company's CEO types "why did gross margin drop last month?" in Slack.
Waiting for you. Nothing has changed yet.
Review for important actions. Customer-facing and record-changing actions are reviewed first.
What is Business Insights Dashboard?
In shortBusiness Insights Dashboard is an AI automation for Analytics & Reporting teams that works with Gmail, Google Sheets, HubSpot, Outlook, PostgreSQL and 2 more apps. One dashboard of approved KPIs with freshness and gaps shown, plus plain-language answers and summaries where every number traces to a tested query. It is built for founders and CEOs, CFOs and finance owners, department heads and finance/ops analysts.
Last reviewed
Key facts
- Department
- Analytics & Reporting
- Starts when
- Data refreshes on schedule, a leader asks a question (dashboard or Slack), or a weekly/monthly summary is due
- Works with
- Gmail, Google Sheets, HubSpot, Outlook, PostgreSQL, QuickBooks, Slack
- Run modes offered
- Shadow, Draft, Assisted and Auto
- Human control
- Review for important actions
- Status
- Available now
The problem today
Every team brings its own number for "revenue" or "active customers". Today: an analyst spends a day each week pulling QuickBooks, HubSpot and spreadsheets together. Questions like "why did margin drop?" take days.
What it does
It loads your data read-only and calculates KPIs only from definitions your analyst approved. Each tile shows how fresh the data is and any gaps or failed checks. Leaders can ask questions in the dashboard or Slack. AI picks from your defined metrics and explains the result, but every number comes from a query. Weekly and monthly summaries are drafted, and outside recipients always need finance approval.
How does Business Insights Dashboard work?
How it works- Rule you set
- AI step
- A person decides
- Step 1Rule
Data loads read-only from your sources on schedule.
- Step 2Rule
Quality checks and a QuickBooks reconciliation run.
- Step 3Rule
Approved KPIs are calculated and published with freshness badges.
- Step 4AI
A leader asks a question; AI maps it to a defined metric.
- Step 5AI
The metric runs with that person's access rights, and AI explains the result.
- Step 6Rule
Checks confirm every number; summaries go out on schedule.
What you get
Key features- Starter KPI pack: revenue, gross margin %, new and active customers, pipeline, win rate, AR over 60 days, average order value
- Freshness badges and data-gap notes on every tile
- Ask in plain language, in the dashboard or with /insights in Slack
- Role-based access to metrics and rows
- Weekly/monthly summaries with unusual changes highlighted
- Revenue reconciled against the QuickBooks P&L (±0.5%)
How much does it do on its own?
Run modesPick a mode to see what Business Insights Dashboard would do at each step.
Every automation starts in Shadow. Move it up when you are ready, and back down at any time. How run modes work
Business Insights Dashboard in Shadow
Runs on real data and shows what it would have done. No app is changed and no message is sent.
- Rule
Data loads read-only from your sources on schedule.
Watches for it
- Rule
Quality checks and a QuickBooks reconciliation run.
Runs on real data, read only
- Rule
Approved KPIs are calculated and published with freshness badges.
Runs on real data, read only
- AI
A leader asks a question; AI maps it to a defined metric.
Runs on real data, read only
- AI
The metric runs with that person's access rights, and AI explains the result.
Runs on real data, read only
- Rule
Checks confirm every number; summaries go out on schedule.
Shown to you as a suggestion
Shadow vs Auto for Business Insights Dashboard
Auto is the most it can do on its own. Here is each step side by side.
| Step | Shadow | Auto |
|---|---|---|
| In short | Runs on real data and shows what it would have done. No app is changed and no message is sent. | Runs without approval, with limits, alerts and a kill switch. Unlocks after a trial period in Assisted. |
| Step 1Data loads read-only from your sources on schedule. | Watches for it | Runs on its own within your limits |
| Step 2Quality checks and a QuickBooks reconciliation run. | Runs on real data, read only | Runs on its own within your limits |
| Step 3Approved KPIs are calculated and published with freshness badges. | Runs on real data, read only | Runs on its own within your limits |
| Step 4A leader asks a question; AI maps it to a defined metric. | Runs on real data, read only | Runs on its own within your limits |
| Step 5The metric runs with that person's access rights, and AI explains the result. | Runs on real data, read only | Runs on its own within your limits |
| Step 6Checks confirm every number; summaries go out on schedule. | Shown to you as a suggestion | Runs on its own within your limits |
| True in every mode | AI never writes SQL or changes metric definitions; it only picks approved metrics. | |
What it will never do on its own
Safety & human control- AI never writes SQL or changes metric definitions; it only picks approved metrics.
- If any number in the AI text can't be traced, the answer falls back to a plain table.
- Never fills missing periods with estimates; gaps are always shown.
- Sending to outsiders (board, investors, lenders) always needs finance approval; summaries say "Management information, unaudited."
- People metrics are hidden for groups smaller than 5.
- You approve before it acts
- Your data stays yours
- It knows its limits
- Stop anytime
What will you see on your dashboard?
Results you can trackTargets are quality goals the automation is built to reach. Estimates are calculated from your own volumes.
- Tracked
Weekly active leadership users, time from question to answer, data issues found and fixed
Measured on your own data
- Target
Numbers in AI text that trace to a query: 100% (target)
A goal it is built to reach
- Target
Weekly leadership prep time down ≥ 50% (target)
A goal it is built to reach
- Target
Data caveats stated 100% (target)
A goal it is built to reach
- Target
Question mapping accuracy ≥ 90% (target)
A goal it is built to reach
- Target
Correct refusals (role / unknown metric) 100% (target)
A goal it is built to reach
A distribution company's CEO types "why did gross margin drop last month?" in Slack. She gets the margin figure and the segment that drove most of the change. A note says the HubSpot data is 2 hours stale.
Who is Business Insights Dashboard for?
- Founders and CEOs
- CFOs and finance owners
- Department heads
- Finance/ops analysts
Industries: Professional services, SaaS & tech, E-commerce & retail, Manufacturing & distribution, Financial services
Also useful for: Finance & Accounting
Connects to the apps you already use
Works withApp names are trademarks of their owners. Charviam connects to them; it is not a partner or reseller.
- Gmail
- Google Sheets
- HubSpot
- Outlook
- PostgreSQL
- QuickBooks
- Slack
Better together
Automations that hand work to Business Insights Dashboard, or pick up where it stops.
What do you need to set it up?
Setup- Connect sources (Postgres read replica, QuickBooks, HubSpot, Google Sheets)
- Analyst certifies each metric definition and reconciliation rule
- Set roles (who sees which metrics and rows) and minimum group size
- Choose fiscal year start, currency, summary schedule and recipients
- Optional: a sheet with the analyst's existing report for shadow comparison
Typical setup
- 01Connect your apps
- 02Configure the rules
- 03Run a watch-only trial
- 04Go live
Not included
- AI-written free SQL
- Forecasting models
- Audited financial statements
Questions about Business Insights Dashboard
FAQSee Business Insights Dashboard on your own data
WalkthroughIt starts in Shadow, where it only watches and suggests, so nothing changes in your apps until you say so.