Analyst Dashboard

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.

Loading data

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

Action	What it does
Sort	Click a column to sort by it
Add Filter	Filter rows by a column, operator, and value
All columns	Choose which columns are shown

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.

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.

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.

Access control

The dashboard includes Access Control options for governing who can see or act on sensitive financial data.