BI at the speed of a doc.

Open it like a doc. Type / to add a chart. Or ask Operator to build the whole thing.

Documents
CORE
Executive Dashboard
Channel Attribution
OPERATIONS
Weekly Plan

Executive Dashboard

▾ Last 30 days ▾ All channels
Revenue
$842K +8%
New Customers
1,247 +12%
Blended CAC
$38 +5%
/
KPI Scorecard
Chart
Pivot Table
Filter
T Text

Describe a dashboard. Watch it get built.

Tell Operator what your team needs to see and it builds the Document. Scorecards, charts, narrative, filters. Saves it in your sidebar. Refreshes on the cadence you set. Edit anything by hand, or just ask Operator.

Operator
Build me a marketing weekly with paid CAC, organic share, and new customers. Filterable by channel.
Created Document
Done. "Marketing Weekly" is in your Marketing folder.

Three KPI scorecards, a CAC trend chart, and channel and date filters. Refreshes daily at 6am.
Add a channel breakdown below the KPI row.
Updated Document
Added. Stacked bars by acquisition channel, last 8 weeks.
Dimensions
A Marketing Channel
A Month
A Campaign
Measures
# Contracts Signed
# Spend
$ CAC
Contracts by Month
Business Line = at-need Last 6 months + Add filter
Dec
Jan
Feb
Mar
Apr
May

No chart is a dead-end.

Click any chart. Swap dimensions, change the date range, add a filter, pivot the whole thing. No SQL. No filing a ticket.

Defined once. Used everywhere.

Define a metric once. Whatever Document anyone opens, they're reading the same number, defined the same way, refreshed from the same source. No reconciling whose dashboard is right.

Paid CAC
Paid Spend ÷ New Paid Customers
Joined from Stripe + Meta + Google
Currently $58 +12%
Used in 4 Documents
Marketing Weekly
Executive Dashboard
Channel Attribution
CRO Reporting
# leadership
SB
Switchboard APP Monday 9:02 AM
Sales Weekly · Week of May 11
Bookings
$1.84M
+6%
Pipeline
$6.2M
+14%
Open in Switchboard
👍 4 💬 2 replies

Post it. Email it. Schedule it.

Land in Slack on Monday morning. Hit inboxes before the meeting. Drop into Google Sheets for the spreadsheet jockeys. Your team reads the numbers without logging in.


Bring us the recurring report you wish you had time to build.

Tell us the report your team needs every week. Our data engineers connect the sources, define the metrics, and ship the first version of your Documents before your first login. Operator iterates from there. We keep it running.

The dashboard your team actually opens on Monday.

Book a 15-minute demo. We'll walk through a Document and show how it'd work for your business.