Good morning, Alex
Wed 8 Jul 2026 · All systems operational · 11 sources synced
Revenue MTD
$214K▴ 3.4%
target $720K by day 8
Plant OEE
78.1%▴ 1.2pt
target 82%
Cash position
$3.29M▴ $40K
13-week runway healthy
Headcount
85▴ +3 YTD
4 roles open
Net revenue retention
103%▴ 2pt
existing installed base
Weighted pipeline
$6.3M▴ 11%
18 open deals
Needs attention
Lakeshore Bottling — health 46, renewal ARR $410K at riskCustomers→1 high-priority service tickets open — nearest SLA in 9hService→4 deals at verbal/late negotiation worth $2.36M — push to closeSales→2 preventive maintenance work orders overdue on the floorOps→Month-end close on track — 9 of 11 sources reconciledFinance→
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Every figure it quotes traces back to the warehouse behind these dashboards.
Why is Lakeshore Bottling at risk?Which deals close this quarter?Where did gross margin move last month?
Open the assistant →Modules
KPIs→Every metric the business runs on — value, trend and a plain-language definition.37 metrics catalogedAnalytics→Sales, operations, finance, HR and customer dashboards — one source of truth.$6.3M weighted pipelineApps→The working tools: quote configurator, production scheduler, NCR log, time off.4 live appsFlow→Order-to-cash, end to end — every stage with live counts and what runs on it.17 orders in flightAI→Ask questions in plain language — answers grounded in this data, with citations.Grounded assistantCustomers→Every account: health, installed machines, tickets, revenue and next actions.12 accounts
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