Connect spreadsheets, CRM, and finance data in minutesTrends, KPIs, forecasts & specialized analyticsCompetitor, customer & sentiment intelligenceBuild dashboards without a BI teamReports and board decks from your analysesAgentic AI for plain-English Q&A when you want itStart free — no credit card required

Introduction

3 min

Every organization is on a journey with its data. Think about everything that is generated each day — sales in spreadsheets, customers in your CRM, invoices and contracts in documents, and feedback in reviews, tickets, and conversations.

Having data is not enough. The challenge most organizations face is turning it into decisions: knowing what is happening, why it is happening, what will happen next, and what to do about it — and getting that understanding to the people who can act on it.

Intelligence Navigator was built for exactly that. It brings analytics, agentic AI, Vision AI, automation, dashboards, reports, Presentation AI, and OKRs together in one workspace — designed for owners, founders, firms, and technical and non-technical teams alike, not just analysts.

Illustration of a team bringing spreadsheets, documents, and customer conversations into one Intelligence Navigator dashboard

In this module, you will:

  • Get an overview of every Intelligence Navigator capability and what it is for
  • See how different roles across your organization use the platform
  • Learn the five tasks you will perform, from connecting data to aligning your team
  • Check your knowledge and plan your next steps