Campaigns with budget, spend and channel.
Ask a question in plain English.
Nine ways to analyse your business, all built on one shared set of numbers. Every mode is honest about its limits, every empty chart explains why it is empty, and a number means the same thing on every board in the company.
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StudioDeals by stageThis quarterSave to a board
You typeA sentenceno builder
It buildsA real widgetnot a picture
Scoped by@team, @periodno filters
Saved toA boardno rebuild
A sentence in, a widget out.Say itType the chart you want, and it builds it
Deals by stage this quarter. Scope it to a team, a pipeline or a period with an at-mention, and what comes back is a real widget you can save to a board.
What it solves
Four problems it fixes.
These are not charting problems. Fixing them takes a tool that understands its own maths, its own definitions and where its data comes from.
01
Charts that look right but are wrong
Every analysis mode warns you about its own limits, in plain words. Correlate says a strong-looking link on a handful of points is usually coincidence. Anomaly says it needs enough history to know what normal looks like. Ranking stops a team with only two results from topping a table on a lucky sample.
02
Two departments, two versions of revenue
Ninety-nine measures define what each number means, once, for the whole company. A board can filter a measure down to its own team or period. It cannot change what the measure means.
03
A blank chart with no explanation
An empty chart tells you why it is empty: there is no data yet, the filters match nothing, the date range is empty, or the breakdown needs a pipeline it has not been given. Every message comes with the fix.
04
Numbers that are a day out of date
Reports and boards show live figures. There is no export to run, no connector to set up and no overnight update to wait for, so a number cannot quietly go stale.
The Studio
Nine analysis modes, each honest about its limits.
Pivot, reports, charts, funnel, correlate, analyze, anomaly, ranking and affinity, all sharing the same filters. Pick a mode below to see it, along with the caution the product shows underneath. That text comes straight from the app.
R squared 0.61 on 10 points
Two measures on the same time grain, and how tightly they move together.A high R squared with few points is usually coincidence, not a signal.
Describe what you want to build. For example: deals by stage this quarter
Scope with@org@team@mine@pipeline:@hub:@period:
One set of numbers
Ninety-nine measures, 27 chart types.
A measure is a company-wide definition of one number: what it counts, how it adds up, which currency it uses, and whether it builds over a period or is taken at a moment. Every chart and board uses that definition instead of inventing its own.
What a measure defines
- What it counts, and how. Count, sum, average, minimum, maximum or count distinct.
- One base currency. Totals across markets add up correctly without anyone converting by hand.
- Flow or snapshot. Revenue builds up over a period. Headcount is taken at a moment, so it is never added up across months.
- A display format. A percentage always shows as a percentage, on every board.
Where the numbers come from
- Sales. Deals, pipeline and won revenue, converted into your base currency instead of the mix of currencies the deals were quoted in.
- Human Resources. Headcount taken at a moment in time, so monthly figures are never wrongly added together.
- Projects. Sprint velocity, cycle time and what shipped, straight from the issues on the board.
- Comms. Calls, emails and chat volume, plus the share of replies the AI handled instead of a person.
There is nothing to connect or configure. Because Sales, Human Resources, Projects and Comms all run in NearSync, Analytics sees their numbers the moment they change. A report is never a day out of date.
The registry
Every measure, and what it counts, in plain English.
This is the list the last section was talking about. Open one and it tells you what it counts, which currency it converts through, and which boards are reading it.
Measures
New measureSemantic-layer aggregations used by widgets and reports.
Sales9
MeasureWhat it doesSourceManaged
Won revenueSums base currency amountDealsYes
Open pipelineSums base currency amountDealsYes
Avg deal sizeAverage base currency amountDealsYes
Win rateComputed from won and closedDealsYes
Renewal revenueSums base currency amountDealsYours
Boards
A board per department, and a lock on the ones that matter.
Teams build what they need, and the boards the company reports on are locked so they do not quietly drift the week before a board meeting.
Won revenue$1.24m
Win rate
38%
Pipeline by stage
Revenue trend
Deals by owner
North teamEast teamSouth team
Locked: the board reads live and nobody can move a widget by accident. Unlocking is a permission.
Explore
Start from a template, then make it yours.
A blank chart builder is where most analytics projects stop. Start from something that already works and change it, with the page explaining what you are looking at.
Templates and guides to start a board fast and read your analytics with confidence.
Org-wide KPIs, revenue and health in one board for the leadership view.
Use templateStage funnel, days in stage and win rates, to see where deals stall.
Use templateAging receivables and overdue concentration, so risk surfaces early.
Use templateResponse time, volume and channel mix across inbound conversations.
Use templateRows and columns with subtotals and a grand total. Best for detail you read or export, grouped by a dimension.
A bar, line or donut for one measure over time or across a segment. Best for spotting trend and comparison at a glance.
A single KPI with its period-over-period delta. Best for one headline figure you watch, like weighted forecast.
A measure cross-tabbed by two dimensions with subtotals. Best for owner-by-month style breakdowns.
A measure is a governed metric: an entity plus an aggregation plus a field, currency-safe and resolved through its links. The metric is the number it computes.
Build on measures, not raw columns, so every board speaks the same governed language.
A cohort splits records into quartile tiers by a measure, so the top 25 percent stands apart from the rest.
Reach for a cohort when an average hides the spread and you need to see the top tier against the tail.
Scope decides whose rows a board reads: org, mine, team, or a specific person. Boards stay private until you share them.
Set scope to the audience, not the author. A team board reads the team, not just you.
Reports
Tabular, grouped and exportable, from any module.
The numbers leave in the shape somebody asked for, out of any department, because it is your data and getting it out should never be the hard part.
Reports
Create reportCreate, view, and export tabular reports from any module.
Every workflow execution with status and run timing.
All defined workflows grouped by category.
Inbound conversations across channels.
Recent email threads by folder.
Knowledge base articles and publishing status.
Contracts grouped by signing status.
Signature requests and their progress.
Completed deals with revenue.
All deals by stage with revenue breakdown.
Active subscriptions with renewal dates.
Full staff directory by department.
Every capability
Six areas, one page each.
What each one does, how to set it up, who can see it and what it does not do yet.
Building
Finding
The guides, in full
Guides for the person building the board, and for everyone reading it afterwards.
Overview
How a number gets from a definition to a board.
Defining the numbers
The governed layer everything downstream inherits from.
Building
The studio, and the five engines for shapes it does not cover.
Publishing
Boards people watch, and tables people act on.
Trusting it
Drilling into a number, and finding out why one is empty.
Finding your way
What already exists, and the vocabulary the rest assumes.
The questions we get asked.
Anything longer lives in the help centre.
How many dashboards can we build?
As many as you need, per department, with a lock on the ones that should not drift.
Do we have to define our own metrics?
Only if you want to. Ninety-nine are ready across eleven departments, each explaining in plain English what it counts.
Will two reports disagree about revenue?
No. A measure is defined once and every board reads that one definition, so revenue means the same thing in Sales as it does in Finance.
Can we get the numbers out?
Yes. Any report, from any module, exportable, because it is your data and it should never be hard to leave with.
Get every board in the company agreeing on the numbers.
Thirty minutes, live, building your own measures and the boards that use them.