Use cases

When someone asks “where does this come from?”, the answer should already say. Questions marked ▸ open in the demo.

Finance & planning

Trace a figure back to the sheet and the slide that explain it.

Which region grew the most in Q3, and why?Which quarter of 2026 had the highest operating income so far?How much is budgeted for the Atlanta warehouse lease in Q4?

Sales

Find the review deck, the meeting decision and the plan that followed.

Why did Southeast sales drop, and what is the Q4 plan?Which account ended its agreement in August, and what did it cost per month?What was e-commerce sales attainment in October?

Legal & purchasing

Get the clause itself, not a summary of it.

When can we terminate the Tampa Bay distribution agreement?What territory does the Milwaukee distributor cover?What are the storage and picking fees in the 3PL agreement?

Quality & operations

Follow a complaint log to the report and the revised spec.

Which product had the most quality complaints in Q3, and what was done?How did the Breeze 64oz specification change during 2026?Which product has sat in inventory the longest, and what are we doing about it?