Metrics you can trust
A built-in catalogue of metrics with definitions, formulas and drill paths, plus your own calculated metrics.
- Finance, people, sales, delivery, support, procurement, manufacturing and compliance metrics
- Definitions, units, direction and drill path for each metric
- Custom metrics as formulas over catalogue metrics
- Targets per month, quarter or year with variance colouring
Dashboards and packs
Ready-made dashboards for each leadership role, and a builder for your own.
- Role packs for CEO, CFO, CHRO, sales head, delivery head and plant head
- KPI, line, bar, pie, table, pivot, gauge and funnel tiles
- Dashboard filters for period, branch, legal entity, team and project
- Drill down and open the underlying records in the source app
- Group view across the companies a person belongs to
- Private and shared dashboards
Explore and ask
Answer one-off questions without building a dashboard.
- Pick a metric, group by and filters; compare to the previous period
- Table, chart and pivot views with CSV and Excel export
- Type a question in plain words and see how it was understood
- Save a question or pin it to a dashboard
Alerts and schedules
Let the numbers come to you.
- Threshold alerts and anomaly alerts against recent trend or last year
- Notifications in the app, by email and in a Sangam channel
- Daily, weekly or monthly PDF and Excel packs by email
- Each recipient sees only their own figures
- Signed, expiring embed links for intranet pages
Planning and budgeting
Build the year’s plan from drivers, test scenarios and track it against actuals.
- Budget, forecast and scenario versions
- Revenue drivers such as consultants, utilisation and rate
- Headcount plans from People positions and CTC
- Opex by cost centre: flat, growth, per head or percentage of revenue
- Approval by finance and the CEO, then pushed to Books budgets
- Plan against actuals and rolling reforecasts
Cash forecast
A short-term view of cash from what is already in the books and payroll calendar.
- Thirteen weeks and six months ahead
- Collections from open invoices adjusted for each customer’s usual delay
- Bills, payroll, statutory deposits and planned spend
- Closing balance, minimum point and runway