Ask Your Data
Where: inside the AI Chat Assistant — just ask an analytics question.
Ask a business question in plain English; get back a chart plus a one-line insight, computed live from your data.
What you can ask
| You ask… | You get |
|---|---|
| "How are sales trending?" / "Revenue by month" | A line chart of the sales trend. |
| "Top 5 customers by revenue last quarter" / "Which panels made the most profit?" | A bar chart of the top entities. |
| "Quotations by stage" / "Invoice status split" | A pie chart breakdown. |
| "How much is overdue?" / "Show the aging report" | A receivables aging bar chart. |
How the numbers are computed
- Revenue is based on billed invoices (Sent / Partially Paid / Paid / Overdue) — drafts, cancellations and credit notes are excluded.
- Profit = billed line totals minus each product's cost price × quantity — another reason to keep cost prices filled in.
- The aggregation itself is done in code from your live database; the AI chooses the right analysis and writes the insight line.
Who sees what
Analytics respects roles: admins and accountants get everything; sales roles get trends, top entities and status breakdowns but not the receivables ledger.
Cost
Charts are metered as ordinary chat turns under AI credits — no separate charge.