Analytics

The whole company on one screen, no Excel stitching

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

Domain dashboards read live data straight from your apps
Build your own reports without waiting on IT
Scheduled reports emailed automatically, respecting viewer permissions

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Executive overview: revenue, cash, receivables on XBuddy Office

22
capabilities: 8
advanced & AI features: 2
AI assistants on this data: Yes
on mobile

Sound familiar?

The problems this app removes

Numbers scattered across tools, stitched together in Excel every month
A custom report means waiting for IT to write queries
Management wants weekly numbers, but someone must remember to send them
Worry that staff can see sensitive payroll or finance figures

Capabilities

22 capabilities in Analytics

Catalogued against screens that exist in the product, grouped by the work they do — not a flat marketing list.

Domain dashboards

Company overview
One page summarising key metrics from every app your company uses, so the picture is instant.
Sales & customers
CRM, sales, customer success, service management and project analytics built on live data.
Finance, payroll, procurement
Finance, payroll and purchasing dashboards reading directly from the ledgers and documents.
Operations & supply chain
Inventory, manufacturing, field service, quality, assets, logistics, distribution and F&B in one place.
People & performance
Attendance, HR, performance and learning analytics with the same period and department filters.
Shared filter bar
Every domain page has a consistent filter bar and a totals row at the bottom.

Self-service reporting

Drag-and-drop Report BuilderAdvanced
Drag dimensions and measures onto the canvas, then pick columns, filters and groupings without queries.
Many data sourcesAdvanced
Customers, leads, deals, invoices, sales and purchase orders, journals, employees, stock, projects and tasks.
Save and reopen
Save the reports you build and reopen them any time with the latest numbers.
Business report library
Ready-made reports for each business area, usable immediately with no extra setup.
Honest errorsAdvanced
Unsupported sources return a clear error instead of an empty table that looks like no data.

Scheduled reports

Automatic email schedules
Schedule CSV reports daily, weekly or monthly to the people who need them.
Internal recipients only
Reports go only to company members, reducing the risk of figures leaking outside.
Permission check on sendAdvanced
Before every email, the creator's access to the data source is checked again.
Company-wide switch
Admins can enable or disable all scheduled reports with a single switch.

Data access control

Per-domain permissionsAdvanced
Separate view rights for finance, payroll, HR and more, enforced on every query.
Pages follow your modules
Each analytics page appears only when the company has that app and the user has access.
Role-based access
Grant report access by role or by individual user from the settings page.

AI & automation

Executive briefingAI
The Executive Briefing assistant summarises the day and explains strategic KPIs for leadership.
Insight without editsAI
The assistant gives summaries and insights only; it never changes any of your data.
Agents and workflowsAI
Monitor analytics-related agents and workflows directly inside the app.
Mobile summariesMobile
Dashboard summaries are delivered to the mobile app for a quick look on the go.

Real screens

Inside Analytics

Analytics — a domain report page with the shared filter bar and totals footer

On mobile

Work anywhere with XBuddy Office & XBuddy Work

In practice

When you reach for it

Every role opens the thing they actually need

One shared dashboard for everyone is a dashboard nobody uses.

1.Dashboards attach to a role, not to an individual
2.Data scope applies to whoever is looking: their own, their team's, or the whole company
3.Scheduled reports go out automatically, each within the recipient's scope

The same report, and each person sees exactly the slice they are cleared for.

Assistants on this app

2 assistants work on this data

Each assistant carries its own skills on this app’s data, inside the caller’s permission scope.

FP&A Analyst5 skills

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

Explore skills

Bill Payment AssistantProposes bill approvals and concrete payment runs for bills due soon — every write is confirmed by you before it executes
Revenue Trend AnalyzerAnalyzes monthly revenue trends over the last 6 months, detects significant growth or decline (>15% MoM), surfaces seasonality patterns, and recommends corrective actions.
Budget ForecastingForecasts month-end spending based on actual trends, identifies departments at risk of budget overrun, and recommends reallocation opportunities.
Budget Variance AlertCompares actual departmental spending against approved budget lines every week. Forecasts month-end overspend and alerts the finance team before budgets are breached.
Cross-Domain Anomaly CorrelatorSynthesizes anomaly signals from multiple domains (finance, HR, operations, sales) to detect systemic patterns and root causes that single-domain agents may miss.

Executive Briefing6 skills

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

Explore skills

Daily BriefingSends a morning briefing every weekday at 8am with key metrics, pending tasks, overdue items, and team check-ins
Strategic KPI NarratorTransforms raw KPIs and cross-domain agent insights into a compelling executive narrative with strategic priorities, key wins, and critical concerns for leadership.
Data Freshness GuardianMonitors data pipeline sync timestamps and alerts when sources become stale
KPI Regression DetectorDetects KPI metrics with sustained declining trends and alerts responsible managers
Report Delivery MonitorChecks scheduled report deliveries for failures and retries or alerts the admin
Compliance Audit AgentDaily scan of audit logs for unusual access patterns: logins at odd hours, bulk data exports, permission escalations, or repeated failed access attempts. Generates a risk-ranked security report.

Solutions

Analytics in end-to-end solutions

SME CEORun the whole company in five minutes a morning

FAQ

Frequently asked

Does it cost extra?

No. Analytics is included with the platform; each domain page appears once the company has the matching app.

Can reports be emailed outside the company?

No. Recipients must be company members, and the creator's access to the data source is checked.

What format are scheduled reports?

CSV files by email, sent daily, weekly or monthly.

Can staff see payroll figures?

Only if granted payroll analytics access; domain permissions are checked on every query.

Nearby apps and assistants

See Analytics running on your data

A thirty-minute demo focused on the process you are actually stuck on.

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