Surface what you need to know,
when you need it.
9 chart types, drag-and-drop dashboards, real-time refresh, and scheduled email delivery. No analyst. No Friday export. No stale numbers in the Monday meeting.
Everything your team needs to see, automatically
Six capabilities that replace the spreadsheet, the analyst, and the Friday export.
Custom dashboards
Drag-and-drop tiles with resizable widgets. Build your own layout or start from a predefined caseload dashboard.
9 chart types
Stat, KPI gauge, vertical bar, horizontal bar, pie, donut, line, area, leaderboard, table, and funnel — one builder, zero SQL.
Real-time refresh
Off, 30s, 1m, 5m, 15m, 30m, or 1hr — set the refresh interval per dashboard, not per session.
AI report summary
Generate a plain-English executive summary from live case data in one click — ready to paste into any status report.
Scheduled delivery
Set the recipients and cadence once — daily, weekly, or monthly — and reports land in inboxes before anyone asks.
Export on demand
PDF, Excel, CSV, or PNG — download any report when your director asks. No recurring data pulls, no manual formatting.
9
Chart types
6
Refresh intervals
4
Export formats
∞
Saved reports
Build dashboards. Analyze cases. Take action faster.
Build a dashboard from your live case data in minutes — no SQL, no analyst, no waiting.
Drag & Drop Builder
Resize widgets and create custom layouts without writing a single line of code.
Real-time Refresh
Keep teams updated with live case data — refresh intervals from 30s to 1hr.
Controlled Sharing
Manage dashboard access by role. Grant view or edit access per user.
Per-widget Filters
Adjust date ranges and filters per widget without rebuilding the dashboard.
Reports land in inboxes
before anyone asks.
Schedule any report to email automatically — weekly on Monday at 11 AM, to every director on the list. Done once, runs forever.
- Flexible frequency — Daily, weekly (any day), or monthly — with a configurable time.
- Named recipients — Add team members by name — no email addresses to type manually.
- Optional end date — Time-box delivery for audits or quarterly reviews.
- Export on demand — Download as Excel, CSV, PDF, or PNG at any time.
Frequency *
Trigger Day *
Schedule Time *
End Date (optional)
Recipients *
Sent to 12 recipients
Monday · 11:00 AM
9 ways to visualise your caseload
Pick the chart that matches how your team thinks about the data.
Stat
Single metric with label and optional goal.
KPI Gauge
Semicircle showing current vs. target.
Vertical Bar
Compare values across categories.
Horizontal Bar
Ranked comparison across assignees or queues.
Pie / Donut
Distribution across statuses or priorities.
Line / Area
Case volume and resolution trends over time.
Leaderboard
Ranked list sorted by any case metric.
Table
Sortable columns with row-level detail.
Funnel
Stage conversion and pipeline drop-off.
Your director asked for a caseload breakdown last quarter.
Build it now. Set it to send every Monday.
No analyst. No spreadsheet export. No Friday scramble. Just a dashboard that runs itself.
Build the caseload report your director asked for — in five minutes.
Start with a predefined dashboard or build from scratch. First scheduled report running before end of day.
14 days, no credit card. First dashboard in under 5 minutes.