Analytics & Dashboards

Time-series capture for every metric that matters, plus Live Views
the owner actually checks every day.

What it is

Two paired capabilities. The time-series catalog captures any
metric continuously — pipeline coverage, MRR, cash position, AR DSO,
new-line conversion, blended margin, anything you want to track. Each
metric is a named series with values over time, queryable and
chartable.

Live Views are the dashboards built on top. A dashboard combines
charts, KPIs, lists, and content blocks into a single view tailored
to a role or situation. The owner has a daily dashboard. The cash
council has a cash dashboard. The new product line has its own
dashboard alongside the core dashboard.

The pair turns "we have data somewhere" into "the owner sees the
right number every morning."

What you get

• A time-series catalog where any metric can be registered and
  captured

• Automatic time-series capture from accounting, tracker, directory,
  and other internal sources

• Charts — line, bar, area, gauge, sparklines

• Dashboard composition — drag together charts, KPIs, lists,
  content blocks

• Per-role dashboards — owner, finance, sales, operations

• Per-initiative dashboards — one for cash council, one for the new
  product line, etc.

• Embeddable in the visual panel — agents surface dashboards in
  channel conversations

• Real-time updates — the dashboard refreshes as data changes

How agents use analytics & dashboards

Agents both write to the time-series catalog (capturing metrics they
compute) and read from it (reasoning about trends).

• The sales agent writes pipeline coverage daily and reads conversion
  trends weekly.

• Alex writes cash position daily and reads variance trends weekly.

• The marketing agent writes content engagement metrics and reads
  performance by channel.

• The operations agent writes pilot-customer activation metrics and
  reads success-criterion trends.

When a meeting is prepared, the responsible agent pulls the right
dashboard into the agenda. When a threshold is breached, the
notification links to the relevant dashboard.

In small businesses

The reason small businesses fly blind isn't that the data doesn't
exist; it's that nobody has the time to assemble it into something
useful. The time-series catalog and Live Views automate the assembly.
You see the numbers because they showed up; you didn't have to build
a report.

Where analytics & dashboards show up across the business

• In Cash flow stabilization:
  daily cash, AR DSO, AP DPO, forecast variance, threshold proximity.

• In Outbound sales motion:
  pipeline coverage, conversion deltas, deals at risk.

• In First paying customers:
  interviews/week, design-partner conversion, MRR, CAC payback, LTV.

• In New product line: pilot
  conversion, new-line MRR, blended margin contribution.