The Analyst Dashboard is a focused workspace for working with data and finance. It pairs a spreadsheet-style data view with charting, financial models, and a direct line to the assistant, backed by the finance & analysis capabilities.

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Loading data

Use Browse Files to load a dataset (CSV or Excel). The data appears as a sortable, filterable table showing the row count.

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Charts

Add Chart turns columns into a visualization. Pick an x field and a y field (e.g. “revenue by month”). Add several charts to build a quick dashboard over your data.

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Financial models & reports

The dashboard exposes the heavy finance tooling directly, including:
  • ARR / MRR Calculator: subscription metrics with growth and churn
  • A/B Test: statistical significance testing
  • Scenario cases — Base / Bull / Bear
  • Statement extraction — Balance Sheet, Bank Statement, income & cash flow
  • Audit Report and Analysis Report generation
These produce polished Excel/Word outputs. See Finance & Analysis for the full set.

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Ask Megha

The Ask Megha box lets you query your loaded data in plain language (“which region grew fastest?”, “forecast next quarter”), and the assistant analyzes the dataset and answers, optionally adding a chart or model.

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Access control

The dashboard includes Access Control options for governing who can see or act on sensitive financial data.
The Analyst Dashboard is a specialized surface; you can also summon the same capabilities from plain chat (“build a DCF for…”) without opening it.