Modules · Reporting · Coming soon

The numbers, finally in one place.

Cross-module dashboards, KPI tiles, cohort reports, scheduled exports. Numbers your team actually trusts.

This module is on the roadmap · estimated availability Q1 2027. Vote on the request board to nudge the priority, or talk to us about an early-access slot.

About

Reporting is the analytical layer on top of the operational modules. Cross-module dashboards (orders by stage, MRR by cohort, vendor lead-time variance, wholesaler tier mix, refill conversion); KPI tiles you build with a query language built for operators, not analysts; scheduled CSV / PDF exports to the bookkeeper or the board. It reads from the same v_* views every other module reads, so the numbers in a report match the numbers on the timeline. No second source of truth, no nightly ETL gap, no the-dashboard-says-one-thing-and-the-spreadsheet-says-another.

Features
Dashboards
Templated dashboards out of the box -- orders, revenue, MRR, vendor performance, wholesaler mix. Edit and clone freely.
KPI tiles
Build a tile with operator-language filters (last 30 days, store=A, tier=gold). Pin to a dashboard or the home page.
Cohort reports
LTV, churn, repurchase rate by acquisition cohort. Compare quarters without exporting anything.
Scheduled exports
CSV or PDF, daily / weekly / monthly, to a recipient list. Audit-logged.
Same source of truth
Reads v_* views; the timeline and the dashboard cannot disagree.
Use cases
Owner
Monday morning numbers
Open the dashboard. Weekend revenue by store, the three SKUs that drove it, the cohort that churned, the vendor whose lead time slipped. Decisions for the week land before the first stand-up.
Bookkeeper
Month-end pack
Scheduled PDF on the first of the month: P&L by store, AR aging, vendor spend. Sent to the accountant; copied to the owner; reconciled to the ledger.
FAQ
Do I need a data analyst?
No. The templated dashboards cover most operators on day one; the tile builder is operator-language.
Can it export to Looker / Power BI / Tableau?
Yes. A read-only service-account credential with scope-narrow SQL access lands the same day.
How fresh is the data?
Real time. Reporting reads the live v_* views, not a nightly snapshot.
Add reporting the day you need it.
Vote on the idea board → Talk to us