Trivena Insights
Reporting and dashboards across every app, with no data warehouse in between.
Business intelligence is usually a second project: extract, load, model, then wait a day for the numbers. Insights queries the live database directly, so a dashboard can combine sales, stock, support and payroll without anybody building a pipeline first.
- BI tool
- Reporting add-on
- Monthly spreadsheet pack
Part of run the business in the suite, included with every plan at no extra cost.
What it does.
Grouped by the part of the job each capability belongs to.
- Visual query builder over every app
- Written queries for people who prefer them
- Joins across sales, finance, stock, people and support
- Calculated measures and reusable definitions
- Dashboards per team and per role
- Scheduled reports by email
- Alerts when a number crosses a threshold
- Export to spreadsheet when somebody insists
Because it is not a separate system.
Trivena Insights reads and writes the same database as every other application in your Site. These are things it can do only for that reason.
How the platform fits together- Margin by product combines sales price, landed cost and support cost
- Cost to serve joins helpdesk time against customer revenue
- Nothing is a day old, because nothing was copied anywhere
The Finance Agent works in here.
Reconciles, chases, explains variances, and closes the month without you exporting anything.
It reads only what the person asking is allowed to read, it drafts rather than acts, and it keeps nothing after the conversation ends.
What the Finance Agent does all day- Why is our margin down two points against last quarter?
- Which invoices are overdue by more than thirty days and what is the total exposure?
- Draft payment reminders for everything past due, gentle tone for anyone under fifteen days.
- What is still open before we can close September?
