Skip to content

Your agent builds the dashboards and board decks your companies report with.

Ask for a board pack or a weekly dashboard in the conversation you are already having. Every figure on it reads from a live dataset and names its source and date, and anyone holding the share link can open it.

One board pack runs as a dashboard, an A4 document and a deck

Three formats, one pack

Revenue

Revenue rose 6.1% on August

Cedar Labs carried most of the rise, and Rowan Supply was flat.

By company, September
CompanyRevenue, $MCash, $M
Cedar Labs1.641.02
Alder Goods1.120.74
Birch Studio0.940.61
Larch Works0.710.42
Rowan Supply0.410.31
Hazel Foods0.400.30
Maple Freight0.400.28
Juniper Health0.380.25
Spruce Media0.330.20
Willow Homes0.290.19
Aspen Retail0.220.14
Revenue against the year before, $M

Group board packHarbor Group

September 2026
Revenue, September
6.84
Orders, September
18,240
People
412
Cash, September
4.46
Revenue, April to September, $M
By company, September
CompanyRevenue, $MOrders
Cedar Labs1.644,720
Alder Goods1.121,810
Birch Studio0.94640
Larch Works0.712,350
Rowan Supply0.411,020
Six more companies2.027,700
Orders

Orders rose 2.4% on August

Orders, April to September
Orders, September
18,240
Edition 9
Live pack
Figure 1.1The same board pack as three artifactsIllustrative companies and figures
FormatMade forEditions
DashboardThe screen, always liveLive only
A4 documentPrintYes
16:9 deckPresentingYes

A chart is stored once, and a change reaches every artifact it sits in.

A share link opens an artifact without an account

Opens
With no Gatlas account
PDF
One download, in every format
Freshness
Each dataset says when its data was last refreshed
Schedule
Posted to a Slack channel
Turned off
Whenever you choose

An edition keeps the data it was made from

  1. An admin makes an edition of a deck or document.
  2. It gets a number, its own link and the date of its data.
  3. Its figures stay as they were made.
  4. An admin can withdraw it, and its link and PDF stop opening for everyone.
Figure 2.1An artifact’s editionsIllustrative dates

Every team gets the report it reads each week

  • Board pack

    Revenue, margin and cash for each company and for the group, kept as an edition when it goes to the board.

  • Sales pipeline

    Open deals by stage and by company, read from each company’s CRM.

  • Customers

    Active and lapsed customers by company, from the store or the billing system.

  • Product usage

    Weekly active users by company, from product analytics, beside the revenue they bring.

  • Monday figures

    The figures each company’s lead checks on Monday, posted to their Slack channel on a schedule.

Every figure on an artifact traces to a dataset you can open

Source
One published dataset for each chart and number
Missing values
A missing value shows as missing
Partial results
Marked partial
Freshness
A card reads Out of date when its dataset falls behind its schedule
Layout
Every component fits its grid and its printed page
Delete
Shows first what it would remove, and whether a share link is live

Ask about every company from your own assistant

Create your workspace and connect your assistant. It helps you send each company a setup link for the tools it runs.