AI-powered analytics

Turn Trusted Data into Analytics with AI.

Create governed metrics, interactive dashboards, and decision-ready reports through a guided AI experience—without spending hundreds of hours building and maintaining traditional BI reports.

  • Create metrics and dashboards with AI assistance
  • Build analytics without advanced Power BI expertise
  • Move from transformed data to actionable insights in minutes
  • Generate complete AI Reports from your dashboards with one click
Start Building with AISee How It Works
Genius · Analytics / New dashboard
Ready for review

AI assistant

“Create an executive financial dashboard with revenue, gross margin, operating expenses, EBITDA, and cash flow by month. Add filters for company and reporting period.”

Metrics created0
Visualizations generated0
Filters added0
Generating layout0%
Company: AllPeriod: YTD

Executive financial dashboard

Auto-generated

Revenue

$0.0M

+8.2%

Gross Margin

0.0%

+0.7pp

EBITDA

$0.0M

+6.1%

Operating Expenses

$0.0M

+6.3%

Cash Flow

$0.0M

−2.4%

AI insight

Margin expanded on mix; cash conversion softened.

Monthly performance · actual vs. budget

Actual Budget

Cash flow movement

Gross margin by entity

From data to decisions

Your Data Is Ready. Now Put It to Work.

Once your data has been connected, cleaned, standardized, and organized through the Bronze, Silver, and Gold layers, Genius helps you turn it into governed metrics, meaningful visualizations, interactive dashboards, and decision-ready reports.

  1. 01

    Connect

    Connect Your Systems

    Bring data together from applications, databases, APIs, files, and spreadsheets.

  2. 02

    Transform

    Prepare Trusted Data

    Clean, map, merge, validate, and organize information across Bronze, Silver, and Gold layers.

  3. 03

    Create metrics

    Define What Matters

    Use AI to create governed business metrics from your transformed data.

  4. 04

    Build dashboards

    Create Interactive Analytics

    Generate charts, filters, analytical views, and complete dashboards with AI assistance.

  5. 05

    Generate reports

    Communicate the Results

    Turn live dashboards into structured reports with AI-generated summaries and insights.

From connected systems to trusted data. From trusted data to better decisions.

AI metric builder

Describe the Metric. Let AI Build the Logic.

Tell Genius what you want to measure in plain language. AI identifies the relevant data, recommends the calculation, generates the metric logic, and presents it for your review.

Metric builder · governed semantic layer

Logic validated

Describe the metric

Calculate gross margin by month.

Try

  1. 1User describes the metric in plain language
  2. 2AI identifies the required tables and fields
  3. 3AI creates the calculation logic
  4. 4AI recommends formatting and dimensions
  5. 5User reviews or edits the definition
  6. 6Genius validates and publishes the metric

AI-generated definition

Gross Margin %

(Revenue − Cost of Goods Sold) / Revenue

Suggested format

Percentage

Suggested dimensions

Month · Entity · Business Unit · Product Category

MonthRevenue $MCOGS $MGross margin %
Jan4.822.9139.6%
Feb5.043.0240.1%
Mar5.413.1441.9%
Apr5.283.1939.6%

You define what matters. AI helps build how it is measured.

AI dashboard creator

Describe the Dashboard You Need.

Tell Genius what you want to understand, and AI helps select the right metrics, dimensions, filters, and visualizations to create a complete dashboard in minutes.

Dashboard workspace

Ready for review

“Create a financial performance dashboard for our executive team. Include revenue, gross margin, EBITDA, cash flow, and working capital. Allow users to filter by company and month.”

Templates

  • Selecting relevant governed metrics
  • Recommending appropriate visualizations
  • Creating the dashboard structure
  • Organizing the layout
  • Adding filters and drill-downs
  • Creating titles and descriptions
  • Identifying relevant trends
  • Presenting the result for review

Executive Dashboard

Company-wide performance across revenue, margin, and cash.

Entity: AllMonth: Apr

Revenue

$0.0M

Gross Margin

0.0%

EBITDA

$0.0M

Cash Flow

$0.0M

Working Capital

$0.0M

Monthly performance

Actual vs. budget

Cash flow movement

AI insight

Margin improved 0.7pp on mix while operating expenses grew faster than revenue. Cash conversion is the item most worth executive attention.

Ask for the outcome. Genius builds the analytics.

Analytics made accessible

You Don’t Need to Be a Power BI Expert.

Genius makes analytics easier to create and manage through a simple, guided experience. Business users can build meaningful reports without mastering complex BI tools, while experienced analysts retain the control needed to refine every detail.

Traditional BI

  • Build every calculation manually
  • Configure each chart individually
  • Organize dashboard layouts from scratch
  • Troubleshoot formulas and relationships
  • Copy visuals into recurring reports
  • Spend weeks creating and revising analytics

Genius AI-powered analytics

  • Describe metrics in natural language
  • Receive AI-generated calculation logic
  • Generate recommended visualizations
  • Build complete dashboard structures
  • Review and customize every result
  • Create reports directly from live dashboards
  • Natural-language analytics creation
  • AI recommendations for metrics and charts
  • Visual previews before publishing
  • Easy dashboard editing
  • Transparent metric logic
  • Advanced controls when needed
  • Guided workflows
  • Reusable analytics components

Built for business users. Powerful enough for data teams.

Faster analytics

Stop Spending Hundreds of Hours Building Reports.

Traditional BI projects require extensive manual work to define calculations, configure visualizations, create layouts, test results, and rebuild recurring reports. Genius uses AI to accelerate the entire process—from the first metric to the finished dashboard and report.

Traditional BI process

Typical time to first result

Days or weeks of manual work

  • Build metrics manually
  • Select and configure every chart
  • Design dashboard layouts from scratch
  • Troubleshoot calculations repeatedly
  • Gather information from multiple spreadsheets
  • Copy charts into reports and presentations
  • Write summaries manually
  • Rebuild the report every month
  • Spend weeks producing and revising analytics

Genius AI-powered analytics

Typical time to first result

Begin in minutes with AI-generated analytics

  • Describe metrics in plain language
  • Review AI-generated logic
  • Receive recommended visualizations
  • Generate complete dashboard structures
  • Use trusted data from existing dashboards
  • Generate AI insights and explanations
  • Create editable executive narratives
  • Reuse report templates with refreshed data
  • Create and refine analytics in minutes

What once took weeks can now begin with a conversation.

Intelligent recommendations

AI Helps You Build Better Analytics.

Genius evaluates your data, metrics, and dashboard goals to recommend more effective calculations, visualizations, filters, comparisons, and analytical views.

Metric recommendation

Awaiting your review

Would you like to calculate Gross Margin % in addition to Gross Margin value?

Visualization recommendation

Awaiting your review

A line chart may communicate this monthly trend more clearly than a bar chart.

Filter recommendation

Awaiting your review

Add an entity filter so users can compare individual companies with consolidated performance.

Data quality alert

Awaiting your review

Revenue data for July appears incomplete. Add a data freshness warning?

Trend identification

Awaiting your review

Operating expenses increased 18% compared with the previous quarter.

Comparison recommendation

Awaiting your review

Add Actual vs. Budget to provide more context for this performance trend.

Recommendations are proposals. Nothing is published without your approval.

Consistent business logic

One Definition for Every Business Metric.

Create governed, reusable metrics that maintain consistent definitions across dashboards, teams, business units, and entities.

Metrics library

9 metrics · 3 owners
MetricDefinitionOwnerStatusUsed inDimensionsUpdatedActions
RevenueRecognized revenue net of credits and returnsFinanceApproved14 dashboardsMonth, Entity, Business Unit, Product2 days ago
Gross MarginRevenue minus Cost of Goods SoldFinanceApproved8 dashboardsMonth, Entity, Business Unit4 days ago
Gross Margin %(Revenue − Cost of Goods Sold) / RevenueFinanceApproved9 dashboardsMonth, Entity, Product Category4 days ago
EBITDAOperating income before depreciation and amortizationFinanceApproved11 dashboardsMonth, Entity, Business Unit1 week ago
Operating ExpensesTotal operating cost excluding COGSFinanceIn review6 dashboardsMonth, Entity, FunctionYesterday
Cash FlowNet movement of cash from operating activitiesTreasuryApproved7 dashboardsMonth, Entity3 days ago
Working CapitalCurrent assets minus current liabilitiesTreasuryApproved5 dashboardsMonth, Entity5 days ago
On-Time DeliveryOrders delivered on or before commitment date / total ordersOperationsApproved4 dashboardsMonth, Site, Customer1 week ago
Customer Acquisition CostSales and marketing spend / new customers acquiredCommercialDraft2 dashboardsMonth, Channel, RegionToday
  • Centralized metrics library
  • Reusable calculations
  • Standard business definitions
  • Metric ownership
  • Metric descriptions
  • Validation and approval status
  • Calculation history
  • Version traceability
  • Cross-entity standardization
  • Consistent use across dashboards

Every dashboard speaks the same business language.

Connected performance

Analyze Every Entity—or See the Entire Business.

Create a unified view across companies, subsidiaries, departments, and business units while preserving the ability to analyze each operation individually.

Consolidated performance

Consolidated · 3 companies

Revenue

$62.4M

+8.2% vs. prior period

EBITDA

$11.8M

+6.1% vs. prior period

Gross Margin

41.2%

+0.7pp vs. prior period

Cash Flow

$7.9M

−2.4% vs. prior period

Working Capital

$18.3M

+3.0% vs. prior period

On-Time Delivery

94.1%

+1.2pp vs. prior period

Revenue trajectory · All Entities

  • Consolidated executive dashboards
  • Entity-level performance
  • Business-unit comparisons
  • Cross-company benchmarking
  • Standardized KPIs
  • Portfolio-wide visibility
  • Consolidated and individual financial views
  • Period and entity comparisons

AI-powered reporting

Turn Your Dashboards into Reports with One Click.

Generate complete, presentation-ready reports directly from your dashboards. Genius combines the metrics, visualizations, and information you select with AI-generated insights, summaries, comparisons, and explanations.

Stop spending hours gathering spreadsheets, copying charts, analyzing every metric, writing summaries, and formatting recurring reports.

AI report generator

Report ready for review

Report sections

Visualizations

Executive Financial Report

This Month · Executive Leadership

  • Executive summary generated
  • 4 dashboard visualizations included
  • 4 key trends identified
  • 3 performance alerts highlighted
  • Report ready for review

Executive summary

Revenue reached $62.4M for the period, 8.2% ahead of the prior period and 2.1% above plan. Gross margin improved to 41.2% on a better product mix, while operating expenses grew faster than revenue and compressed EBITDA conversion. Cash flow declined 2.4%, driven by receivables ageing in the distribution business.

Revenue

$62.4M

+8.2%

Gross Margin

41.2%

+0.7pp

EBITDA

$11.8M

+6.1%

Cash Flow

$7.9M

−2.4%

Revenue Trend

AI commentary: movement is consistent with the period trend and the variance is explained below.

Gross Margin Analysis

AI commentary: movement is consistent with the period trend and the variance is explained below.

EBITDA Performance

AI commentary: movement is consistent with the period trend and the variance is explained below.

Cash Flow Movement

AI commentary: movement is consistent with the period trend and the variance is explained below.

Key findings

  • Revenue growth is broad-based, with Company A contributing 62% of the increase.
  • Gross margin expanded 0.7pp on mix, despite input cost inflation.
  • Operating expenses grew 18% quarter-over-quarter, ahead of revenue growth.
  • Cash conversion softened as DSO increased by 4 days.

Risks and attention points

  • Receivables ageing — Company Bhigh
  • Operating expense growth outpacing revenuemedium
  • July revenue data completenesslow
Add SectionRemove SectionChange AudienceUse the controls on the left
  • One-click report generation
  • AI-generated executive summaries
  • Key trends and performance insights
  • Variance analysis
  • Period-over-period comparisons
  • Custom metric selection
  • Custom visualization selection
  • Audience-specific narratives
  • Editable insights and explanations
  • Reusable report templates
  • Scheduled recurring reports
  • Export to PDF
  • Presentation-ready export
  • Report review before publishing

Manual reporting

  • Gather information from multiple spreadsheets
  • Copy and organize charts manually
  • Analyze each metric individually
  • Write summaries from scratch
  • Format slides or documents manually
  • Rebuild the report every reporting period

Genius AI Reports

  • Use trusted data directly from existing dashboards
  • Select the metrics and visualizations to include
  • Generate AI insights and explanations
  • Create an editable executive narrative
  • Tailor the report to different audiences
  • Reuse templates with refreshed data

From live dashboards to decision-ready reports—in one click.

Your dashboards already have the answers. AI turns them into the report.

Complete analytics workflow

From an Idea to a Published Dashboard and Report.

Use one guided workspace to create metrics, generate visualizations, organize dashboards, validate results, publish analytics, and produce reports for the people who need them.

  1. 01

    Ask

    Describe the metric, business question, dashboard, or report you need.

  2. 02

    Generate

    AI creates the calculation logic, visualizations, dashboard structure, or report narrative.

  3. 03

    Review

    Validate the calculations, data, filters, insights, and presentation.

  4. 04

    Customize

    Adjust metrics, charts, layouts, formatting, business rules, and narratives.

  5. 05

    Publish

    Share trusted and interactive dashboards with your organization.

  6. 06

    Report

    Turn published dashboards into recurring, decision-ready reports.

AI builds the first version. You shape the final experience.

Analytics capabilities

Everything You Need to Turn Data into Decisions.

Create, govern, publish, and communicate analytics through one AI-assisted experience.

AI Metric Builder

Describe a metric in plain language and review the generated logic.

AI Dashboard Creator

Generate a complete dashboard structure from a single request.

AI Reports

Turn any published dashboard into a presentation-ready report.

Governed Metrics Library

One approved definition reused across every dashboard.

Interactive Visualizations

Charts that respond to filters, periods, and entity selection.

Natural-Language Analytics

Ask business questions and receive governed answers.

Calculated Fields

Derive new measures with versioned, transparent logic.

Filters and Drill-Downs

Move from summary to transaction detail in a click.

Cross-Entity Consolidation

Consolidate companies while preserving individual views.

Variance Analysis

Explain actual against budget, forecast, and prior period.

Targets and Benchmarks

Track performance against goals and peer baselines.

Trend Identification

Surface directional movement worth executive attention.

Dashboard Publishing

Share trusted analytics with controlled access.

Executive Summaries

Editable narratives written for the audience you choose.

Report Templates

Reuse a report structure with refreshed data each period.

Scheduled Reports

Deliver recurring reports on a defined cadence.

Build the Analytics Your Business Needs—in Minutes.

Turn trusted data into governed metrics, interactive dashboards, actionable insights, and presentation-ready reports through a guided AI-powered experience.

Start Building with AITalk to Our Team
  1. Metrics
  2. Dashboards
  3. Insights
  4. Reports