Roles across your organization
6 min
Turning data into decisions is not one person's job. In many platforms, insight is locked behind specialist roles. Intelligence Navigator is designed so that every role in the organization — technical or not — can work from the same source of truth.
Here is how different people typically use the workspace.
Owners and founders
See the whole business at a glance: revenue trends, KPI performance, forecasts, and OKR progress. Ask the AI agents direct questions — no queries, no waiting on a report.
Executives and team leads
Track the metrics their teams own, set and cascade OKRs, review scorecards in weekly check-ins, and share dashboards upward and downward so alignment is never guesswork.
Operations and finance teams
Automate recurring analyses, monitor costs and margins with Sentinel, and let Vision AI capture invoices and forms straight into structured data.
Firms and client-facing teams
Agencies and consultancies run analyses across client data, package findings with reports and Presentation AI, and deliver branded insights on a schedule.
Technical teams
Connect data sources, manage roles and permissions, configure single sign-on, and extend the platform — while self-service analytics takes routine requests off their plate.
Non-technical teams
Ask questions in plain English, explore interactive dashboards, and act on insights — no SQL, no formulas, no analyst bottleneck.