Cut manual analytics work by up to 50% with Intelligence Navigator software.
One unified platform for advanced analytics, AI automation, and Vision AI — turn spreadsheets, documents, PDFs, and images into trusted insights, so anyone in your business can explore data, ask questions, and act with confidence.
Your tools. Your rules. Any integration.
Analytics
Turn unified business data into decisions your whole team can act on.
Seven analytics modules share the same DataHub — explore trends, score KPIs, forecast any metric, read customer voice, map rivals, and price with evidence.
See what's driving the business — before the quarter ends.
Connect spreadsheets and CRM data, explore trends and segments, and get AI-written insights on every chart — so leaders act on patterns, not gut feel.
Explore any metric visually.
Line, bar, area, pie, and scatter views on the columns you map — switch chart types without re-running the analysis.
Segment and filter in clicks.
Break revenue, churn, or cost by region, product, or cohort — and see where performance actually diverges.
AI insights on every view.
Plain-English bullets summarize trend direction, peaks, and volatility — so you investigate causes, not just symptoms.
Pin to dashboard or deck.
Add any chart to Intelligence Workspace dashboards or Presentation AI — revisit the same analysis from your history.
Total Revenue
+12.4%$1.36M
Net Profit
+8.1%$452.07K
Avg Order Value
+3.5%$184.20
Active Customers
-1.9%2,841
Track every KPI in one place — and understand what's moving it.
Bring the metrics that run your business into one scorecard with period comparisons, deep dives, and AI insights that explain what changed and why.
One scorecard for every KPI.
Revenue, profit, orders, churn, and custom metrics in a single view — not scattered across spreadsheets.
WoW, MoM, and YoY overlays.
Compare the current period against the prior week, month, or year on the same chart — so you see whether a move is real or noise.
Presentation mode built in.
Launch a full-screen KPI read with peak, low, average stats and a written narrative — ready for leadership reviews.
Curated KPI library.
Pick from financial, marketing, and operational frameworks — or define your own formula when the library does not cover your metric.
Strategic Focus Profile
Key areas of strategic emphasis
The company is expanding AI capabilities, improving collaboration features, and scaling enterprise adoption. They focus on international expansion and deepening integrations with third-party tools.
Know who you're really competing against — before they win the deal.
Surface rivals from your business profile or search any company, generate strategic dossiers on demand, and compare up to three side by side across six dimensions.
Rivals found from your profile.
Intelligence Navigator surfaces competitors that fit your industry and model — not a generic list from a database.
Six-dimension scoring.
Radar charts across innovation, share, quality, customers, pricing, and brand strength — spot asymmetry fast.
Revenue model breakdown.
See how rivals likely monetize — subscription mix, enterprise tiers, services — for pricing and positioning conversations.
Export and present.
Download dossiers to CSV or send charts to Presentation AI for boardroom-ready competitive stories.
Northwind Co.
Orders
1,204
Sessions
8.4K
Support
3 open
Order count trend
See every account clearly — before the renewal conversation.
Unify customer records from your datasets into profiles, segments, and priority queues — so sales and success focus on the accounts that need attention now.
Unified customer profiles.
Stitch identifiers across uploads into one view of revenue, activity, and risk — not five disconnected spreadsheets.
Segmentation that drives action.
Group customers by value, behavior, or lifecycle stage — and see who is growing, stalling, or at risk.
Priority account queues.
Surface top customers and at-risk accounts automatically — so your team opens the right record first.
Charts ready for reviews.
Pin customer KPIs and segment views to dashboards or decks for QBRs and executive readouts.
Optimization curves
Profit & revenue vs. price
Price with confidence — because you know what the market will bear.
Model willingness-to-pay, conjoint preferences, and price elasticity from your data — then simulate scenarios before you change the price list.
Willingness-to-pay analysis.
Estimate what customers will pay at each price point — grounded in your survey or transaction data.
Conjoint and elasticity.
See which features drive value and how sensitive demand is to price moves — before you roll out a change.
Scenario simulation.
Test price lifts, bundles, and discount strategies on modeled outcomes — not spreadsheet guesswork.
Recommendations you can defend.
AI summaries translate elasticity curves into plain-language pricing guidance for leadership.
See what's coming next — across any metric that matters.
Map a date column and any numeric KPI, pick a 30–90 day horizon, and get machine-learning projections with confidence ranges — not revenue-only guesses.
Any numeric metric with a date.
Profit, cost, orders, headcount, or custom KPIs — forecast from your history with trend and seasonality modeled.
Confidence ranges on every run.
Upper and lower bounds ship with the projection — so planning conversations include uncertainty, not false precision.
Summary KPIs automatically.
Total, average, peak, range, and trend direction on every run — headline numbers leadership expects.
Pin forecasts to your workspace.
Add projection charts to dashboards and presentations — revisit the same run from analysis history.
81.3%
16.9%
1.8%
598
Positive
value : 81.3
Quantify customer feeling before it shows up in churn.
Score reviews, tickets, surveys, calls, and documents at scale — then read keywords, aspects, emotions, and risk signals behind the headline percentages.
Score feedback at scale.
Map a text column and run positive, neutral, and negative grading across every row — or import transcripts and recordings.
Aspect-based sentiment.
See which features and moments drive positive and negative feeling — not just an overall average.
Emotion and risk flags.
Churn, refund, escalation, and compliance language scanned on every record — alongside emotion breakdowns.
AI voice summary.
Written priorities translate thousands of comments into actions your teams can defend in a meeting.
Automation
Put agentic AI to work on the analyses you repeat every week.
Conversational agents, scheduled workflows, proactive monitors, and account briefings — grounded in your data with delivery to Slack, email, and decks.
Profit is up 23% this quarter, accelerating each month — June is the strongest at $78K.
Profit by segment · QoQ
Enterprise leads at +31%
Every analytical answer comes back with the right chart — no setup.
Give every team a conversational analyst — grounded in your data and docs.
Build Data IQ agents that answer from live datasets with charts, or Vertex IQ agents that cite your documents — then deploy to Slack or embed on your site.
Ask about live data in plain English.
Anyone can ask how profit trends or which segment leads — without SQL or a BI ticket queue.
Cited knowledge answers.
Vertex IQ indexes PDFs and websites so every reply traces to a real source your team can verify.
Charts with every analytical answer.
Scatter, bar, and breakdown visuals generated alongside the narrative — ready to share in a meeting.
Embed or publish to Slack.
One snippet for your site, one click for Slack — internal self-serve or customer-facing support.
Move from question to chart to decision — without rebuilding the analysis.
Ask ad-hoc questions in a conversational workspace, promote winning prompts to scheduled workflows, and deliver results to Slack, email, dashboards, and decks.
Agentic workspace on demand.
Plain-language questions return narrative answers with charts — statistics computed on your data, not invented in prose.
Scheduled workflows.
Save any analysis as a daily or weekly agent that emails or Slacks the finished report automatically.
Cross-module orchestration.
Workflows tap forecasting, pricing, sentiment, and other modules — not generic text dressed up as analysis.
Full run history.
Every execution logged with output and timestamp — automation stays transparent and accountable.
Active trackers
Weekly Revenue Drop
Email On · Slack On
Sentiment floor 4.0
Email On · Slack Off
Pipeline anomaly watch
Email Off · Slack On
Weekly revenue dropped 22% vs the prior week.
- Driver: Enterprise segment −31% week-over-week
- Region: APAC accounts for 64% of the drop
Recommended: review APAC enterprise renewals due this week.
Catch what moves before it becomes a crisis.
Describe a monitor in plain English — revenue thresholds, sentiment floors, anomaly watches — and Sentinel builds the schedule, diagnosis, and alert channels for you.
Monitors from plain language.
No SQL, cron jobs, or separate alerting tool — describe what to watch and Sentinel configures the rest.
Diagnosis on every trigger.
When a monitor fires, see which segment moved and what correlated — not just a red number.
Live KPI widgets.
Pin auto-refreshing tiles to your Sentinel workbench for at-a-glance visibility between alerts.
In-app, email, and Slack.
The right people hear about a breach when it happens — in the product, inbox, or channel they already use.
CUST00002
1 source · 135 records · All time
Intelligence Brief
CUST00002 is a premium-segment account with 135 transactions and 10,236 loyalty points (avg 75.82 per transaction). Order fulfillment averages 2.51 days and discount dependency stays low at 0.05.
Review sentiment is consistently positive (4.43 / 5 across 40 reviews). A stable multi-channel buyer — churn-risk indicators warrant proactive retention engagement.
Key metrics · across 135 records
Quantity
192
avg 1.42 / record
Loyalty points
10.2K
avg 75.82
Marketing cost
790
avg 5.85
Days to fulfill
339
avg 2.51
Inventory
36.0K
avg 266.33
Sentiment
4.43
avg / review
Walk into every account meeting already prepared.
Pick an account and get an AI brief with metrics computed from your matched records — then send it straight into a presentation for the QBR.
Briefings in seconds.
Concise account summaries on demand — no digging through CRM exports before every call.
Numbers you can trust.
Key metrics are computed in code from matched records first — then summarized — so figures are never invented.
Stitched across sources.
Join datasets on a shared identifier for one complete account view — not five fragments.
Portfolio scan.
Review your book of business and pull a brief on any account that needs attention right now.
Vision
Unlock the documents and images your spreadsheets never captured.
Vision AI reads scans, PDFs, and photos — then exports structured data your analytics and workspace modules can use.
Gross margin
64.6%
Net income
$37.7K
Revenue
$409.5K
Stop retyping documents — turn PDFs and scans into data you can use.
Upload a PDF, scan, or photo, describe what you need, and Vision AI extracts tables, fields, and metrics — then exports to Excel, CSV, or Word or adds them to your dashboard.
OCR for scans and photos.
Read image-based documents — receipts, faxed contracts, photographed whiteboards — not only digital PDFs.
Tables and KPIs reconstructed.
Messy pages become clean rows, fields, and metric tiles — with confidence scores on every extraction.
Plain-language tasks.
Extract, summarize, chart, or convert — describe the outcome in everyday language and follow up on the same file.
Export and reuse.
Download Excel, CSV, or Word — or add KPIs and charts to Intelligence Workspace dashboards and presentations.
Workspace
Share one source of truth from dashboard to report to board deck.
Pin analyses to live dashboards, assemble grounded reports, and build presentation-ready narratives — without exporting screenshots between tools.
- Net Profit grew from $4,290 in Jan 2023 to $9,714 recently — a 126% increase over the period.
- Average Net Profit is $17,387, well above the latest value — recent months underperform the historical norm.
- Performance is volatile, with a $65,766 peak and a $2,886 low across the 26 months tracked.
Build dashboards your whole team actually uses.
Drag KPIs, charts, and tables from any analysis into a live canvas — refresh on demand and share one view of the business without a BI engineering team.
Canvas from any module.
Pin BI charts, KPI tiles, forecast curves, sentiment breakdowns, and Vision AI metrics into one workspace.
Layout you control.
Arrange widgets for executive, ops, or team views — without rebuilding the underlying analyses.
Live refresh.
Re-run connected analyses when you need an updated read — the dashboard reflects the latest data.
Shareable views.
One link to the metrics leadership reviews every week — built from analyses your team already trusts.
MoM Trend (Δ%): purchase_amount by country
Summary
UK Last
202.19
USA Last
117.94
Japan Last
655.7
Brazil Last
89.2
✦ AI Insights
- Brazil shows the most stable growth trajectory across the period.
- Australia and USA experienced extreme month-to-month swings.
Turn analysis into polished reports — grounded in your data.
Mark charts and tables from any module, assemble a narrative report with AI-written sections, and export PDF when leadership needs a document, not a dashboard.
Mark what belongs in the report.
Select KPIs, charts, and tables from your analyses — the report stays tied to real computed results.
AI-written narrative.
Sections summarize the marked visuals in plain language — editable before you share externally.
Audience-ready formatting.
Structure content for executives, board packs, or client deliverables — not raw screenshot dumps.
PDF export.
Download the finished report when email attachments beat shared links.
Vision AI: Key Metrics
Vision AI's content portfolio shows significant variation in impression performance across post types.
Carousel · avg final impressions
28.8K
- 0.0%
Carousel · highest single post
3.4M
- 0.0%
Carousel · median final impressions
12.3K
- 0.0%
Video · avg final impressions
3.9K
- 0.0%
Cheatsheet · avg final impressions
18.5K
- 0.0%
Image · avg final impressions
18.2K
- 0.0%
Walk into the room with a deck built from your data.
Assemble slides from marked charts and KPIs, let AI draft the storyline, and edit narration until the board pack matches how you want to tell the story.
Slides from real analyses.
Drop in charts and metrics from BI, KPI, forecast, sentiment, and other modules — not clip-art placeholders.
AI storyline draft.
Get a first-pass narrative across your marked visuals — then refine titles and speaker notes in the editor.
Edit layout and copy.
Reorder slides, tune headlines, and adjust chart callouts until the deck is client- or board-ready.
Handoff from everywhere.
Send dossiers, monitor charts, and Vision AI visuals straight into the deck from the modules that created them.
Security
Your data, secured by default.
01
Encrypted at every layer
AES-256 at rest. TLS in transit on every hop.
02
Multi-tenant isolation
Your workspace is fenced from every other customer at the database boundary.
03
Strong authentication
Bcrypt, brute-force lockout, optional 2FA, HttpOnly cookies. SSO for Enterprise.
04
Card data never touches us
Stripe handles every payment. PCI scope stays with the processor.
05
Signed webhooks only
Every inbound integration is cryptographically signature-verified.
06
Your data, on your terms
Export anytime. Delete on request. Never auto-deleted on cancel.
Deliver your best work with Intelligence Navigator.
Put your data to work to make informed decisions — analytics, automation, and workspace tools in one platform your whole team can use.
Try Intelligence NavigatorCustomer testimonial
“As a company delivering AI-driven solutions, we needed a faster way to turn complex data into clear decisions. Intelligence Navigator has become that layer for us — it brings everything into one place, surfaces what actually matters, and helps our team move with speed and confidence.”
Helia D'Assuncao
CEO, Cloud Botics Consultancy
Put your data to work — across every module
Connect your tools once, then explore analytics, automation, vision, and workspace capabilities built for business outcomes — not dashboards for their own sake.
- Free forever plan
- 15+ modules, one platform
- AI insights on every result