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Experience Analytics in Action

Explore live dashboards, automation, and AI-powered business insights.

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Every industry, its own dashboard story

Ten dashboards. Different KPIs, different chart types, one interaction model. Filters cross-update every KPI, chart, table, and AI insight instantly. Fictional demonstration data.

Financial Services dashboard

Concentration by segment, advisor productivity, and pipeline coverage of next-quarter growth.

AUM

$1.8B

+11.4%

Revenue

$24.2M

+9.6%

Client retention

94.0%

+1.2pp

Pipeline

$240M

+22%

AUM by segment (stacked)

Granularity
HNWMass affluentUHNWInstitutional
JanFebMarAprMayJunJulAugSepOctNovDec

Product mix

Click to filter
Managed: $780MAdvisory: $540MRetirement: $320MAlternatives: $180MTotal$1.8B

Advisor productivity

J. RiveraS. ChenM. OkaforP. AliAUM ($M)Revenue ($M)

Pipeline stages

Prospect
$240M
100%
Qualified
$168M
70%
-30%
Proposal
$96M
40%
-43%
Won
$42M
18%
-56%

Top clients (Pareto)

Other: $4.5M (26% cum)OtherClient A: $3.4M (46% cum)Client AClient B: $2.8M (62% cum)Client BClient C: $2.1M (74% cum)Client CClient D: $1.6M (84% cum)Client DClient E: $1.2M (91% cum)Client EClient F: $900K (96% cum)Client FClient G: $700K (100% cum)Client G80%

AI insights

  • Managed leads at $780M — 43% of the mix.
  • Alternatives trails the leader by 4.3× — highest-leverage growth target.
  • Largest funnel drop-off: Proposal → Won at 56% — focus retention here.

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01 · Executive dashboard

A live view of the metrics that move the business

KPI cards, revenue trends, customer segmentation, sales by region, and operational health — all interactive.

Live · updated moments ago
+18.4%

Revenue

$5.6M

+12.1%

Customers

21,130

-0.6pp

Churn rate

3.1%

SLA met

Uptime

99.94%

Revenue trend

Last 12 months · All
Jan: $1.8MFeb: $2MMar: $2.1MApr: $2.3MMay: $2.5MJun: $2.6MJul: $2.9MAug: $3.1MSep: $3.2MOct: $3.4MNov: $3.7MDec: $4M

Customer segmentation

Enterprise: 50%Mid-market: 32%SMB: 18%21.1K
Enterprise50%
Mid-market32%
SMB18%

Sales by region

Operational metrics

Avg. response

1.4h

-22% wk/wk

Orders / day

3,214

+8.6%

Fulfilment SLA

97.2%

+1.1pp

Error rate

0.18%

-0.04pp

Power BI example

Sales & Financial dashboard

Interactive filters, drill-down, and a semantic model powering executive KPIs — the way a real Power BI report feels.

Fictional sample data · for demonstration only

FY26 · All regions · USD

OverviewSalesMargin

Revenue

$24.1M

+18.4%

Gross margin

62.8%

+2.1pp

New logos

184

+12

Pipeline

$38.6M

+22%

Revenue vs. forecast

ActualForecast
Jan: $128K actual · $128K forecastFeb: $142K actual · $143K forecastMar: $156K actual · $158K forecastApr: $149K actual · $153K forecastMay: $178K actual · $184K forecastJun: $192K actual · $200K forecastJul: $208K actual · $218K forecastAug: $221K actual · $233K forecastSep: $234K actual · $249K forecastOct: $246K actual · $264K forecastNov: $265K actual · $286K forecastDec: $288K actual · $313K forecast
JanFebMarAprMayJunJulAugSepOctNovDec

Revenue by product

Click a row (Power BI drill-through)

Premium Suite42%
Growth Plan28%
Starter18%
Add-ons12%

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Excel example

Automated reporting workbook

Power Query pulls, cleans, and refreshes the model. Pivot-driven KPI cards and charts sit on top — one click to update.

Fictional sample data · for demonstration only

Sales_Report_FY26.xlsx · Sheet1
RegionUnitsRevenueMargin
North4,820$128,40042.0%
South3,650$98,70038.0%
East5,940$156,80045.0%
West6,720$182,30048.0%
TOTAL21,130$566,200
Power Query · Refreshed 2 minutes ago

Revenue by region

PivotChart
North: $128,400North$128KSouth: $98,700South$99KEast: $156,800East$157KWest: $182,300West$182K

Sum

$566,200

Avg margin

43.3%

Best region

West

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Tableau example

Executive & operational storyboard

Combined executive KPIs, operational drill-down, and geographic mix — the Tableau storytelling pattern our clients ship to the board.

Fictional sample data · for demonstration only

Quarterly performance

Q1 revenue: $4.2MQ1 orders: 1200Q1Q2 revenue: $5.1MQ2 orders: 1450Q2Q3 revenue: $6.3MQ3 orders: 1780Q3Q4 revenue: $7.4MQ4 orders: 2100Q4
Revenue ($M)Orders

Filters

RegionAll (4)
SegmentEnterprise
DateFY26 YTD
ProductAll (12)

Insight

Q4 revenue up 76% vs. Q1; enterprise segment drives 58% of growth.

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Alteryx example

Visual ETL workflow

Two source systems, cleansed and joined, validated, then delivered to a warehouse and a governed Excel deliverable.

Fictional sample data · for demonstration only

Input · CRM.csvInput · ERP.xlsxCleanseJoinValidateOutput · SQLOutput · Excel

Rows in

1.2M

Rows out

1.18M

Rejected

0.9%

Runtime

42s

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Python example

Automated data-processing workflow

A scheduled Python job that ingests raw files, cleans and analyzes, then generates the executive report — no human in the loop.

Fictional sample data · for demonstration only

weekly_report.py
import pandas as pd
from pathlib import Path
from report import build_workbook, email_report

df = (pd.read_csv("s3://raw/sales.csv")
        .dropna(subset=["order_id"])
        .assign(revenue=lambda d: d.qty * d.unit_price))

summary = (df.groupby(["region", "product"])
             .agg(revenue=("revenue", "sum"),
                  orders=("order_id", "nunique"))
             .reset_index())

wb = build_workbook(summary, title="Weekly Sales")
email_report(wb, to="exec@client.com")

Pipeline run · #4,218

Scheduled Monday 06:00 CST

Ingestpandas.read_csv() · S3 & SFTP
Cleandropna · type coerce · dedupe
Analyzegroupby · rolling · scipy tests
Reportopenpyxl workbook · PDF export · email

Records

248,912

Runtime

1m 12s

Status

Sent ✓

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02 · ROI calculator

Model your savings in real time

Slide the inputs. Watch payback, cumulative savings, and hours recovered update instantly.

Your inputs

Assumes ~75% automation of manual reporting. Real engagements typically hit 70–90%.

Annual savings

$101.4K

Hours recovered

1,560

Year-1 ROI

576%

Cumulative savings vs. investment

Break-even in month 2

Investment $15KMonth 1: $8,450 cumulative savingsMonth 2: $16,900 cumulative savingsMonth 3: $25,350 cumulative savingsMonth 4: $33,800 cumulative savingsMonth 5: $42,250 cumulative savingsMonth 6: $50,700 cumulative savingsMonth 7: $59,150 cumulative savingsMonth 8: $67,600 cumulative savingsMonth 9: $76,050 cumulative savingsMonth 10: $84,500 cumulative savingsMonth 11: $92,950 cumulative savingsMonth 12: $101,400 cumulative savings
M1M2M3M4M5M6M7M8M9M10M11M12

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03 · Data automation

From spreadsheet chaos to AI-ready insights

Watch the pipeline flow — every stage automated, governed, and observable.

Live pipeline preview

Now processing

Excel

Messy sheets & CSVs

Pipeline health● operational

Rows processed

2.4M

Latency

1.2s

Quality score

99.6%

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