Solutions for reporting
CognixAI Workflow pulls your numbers together and delivers them on schedule. ClioIQ shows pipeline and team performance without anyone building a report.
Revenue won
₹1.8 Cr
72% of quarter target
Open pipeline
₹5.4 Cr
Up 12% on last quarter
Win rate
31%
Up 4 points
Team against target
Needs your attention
3 large deals are waiting on security review and could slip to next quarter.
Sound familiar?
How it helps
Daily, weekly or monthly reports built from your data and sent automatically.
Get answers to data questions in plain English, with tables and charts.
The right team is told as soon as a number moves the wrong way.
Sales performance built from real conversations and deal activity.
Databases such as PostgreSQL, MySQL, SQL Server, Oracle and Snowflake, Google Sheets and Excel files, and any system with an API.
Anyone you choose, by email or WhatsApp, on the schedule you set.
No. Reports and answers come straight from your data. If you already use Power BI or Tableau, workflows can work alongside them.
We'll show you how it would be built and delivered automatically.