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XBuddy

Analytics

Dashboards and self-service reports across all data, filtered to the viewer’s permissions.

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Analytics — product screenshot
Analytics — product screenshot

Capabilities

6 capabilities in Analytics

Drag-and-drop builder

Pick a source, drag fields, add grouping and formulas.

Role-based dashboards

Each role lands on its own set of metrics.

35+ ready reports

Standard packs for finance, sales, HR and operations.

Multi-entity consolidation

View by entity or consolidated across the group.

Scheduled delivery

Daily, weekly or monthly delivery by email or chat.

Export and embed

Export to Excel, PDF or embed charts elsewhere.

Assistants on this app

2 assistants work on this data

FP&A Analyst

Forecasts cash flow, analyzes revenue trends, and monitors budget variance and cross-domain anomalies.

6 skills
Executive Briefing

Compiles daily and weekly briefings with strategic KPI narratives and data-freshness checks for leadership.

7 skills

AI Insight

  • Cash anomaliesReceipts and payments breaking the weekly and departmental pattern.
  • Receivable riskCustomers whose payment behaviour changes before they go overdue.
  • Budget varianceDepartments burning budget faster than the period elapsed.
  • Margin erosionProducts or customers whose margin drops unusually fast.
  • Stock anomaliesSlow movers, near-expiry lots and stock-out risk.
  • Pipeline stallDeals sitting in a stage longer than they normally do.

Inline AI

  • Summarise the recordSummarise the open contract, customer, project or ticket.
  • Draft contentWrite emails, descriptions, notices and notes inside the form.
  • Explain a figureClick a number to ask why it came out that way.
  • Fill the formPropose field values from an attached document.
  • Extract from documentsDrop a PDF or photo to create a structured record.
  • TranslateTranslate document content and threads between Vietnamese and English.
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