Which KPIs are pre-built?

Finance — revenue, gross margin, EBITDA, cash, DSO, DPO, working capital, runway. Sales — pipeline, conversion by stage, win rate, ACV, CAC. Customer — NPS, churn, LTV, expansion, retention by cohort. Operations — throughput, quality, on-time delivery. Product — MAU, DAU, feature adoption, time-to-value. 40+ pre-built across the four domains.

How do we define custom KPIs?

Custom KPIs are defined in a small YAML or SQL file — name, formula, source table, slicing dimensions, target band. The agent picks them up on the next refresh. No engineering ticket, no data-warehouse rebuild. Finance or analytics leads typically own the definitions.

How is delivery configured?

Per persona and per channel. CFO might get a daily Slack DM at 7am and a weekly email summary on Monday. CRO might get a daily morning email and a real-time Slack ping on any pipeline anomaly. COO might get a Teams post in the ops channel. Channel, frequency, and content all configurable per recipient.

New

KPI Agent

Watches. Slices. Surfaces. Digests

Daily and weekly KPI digests to leadership. Anomaly highlighting. Cohort and segment slicing. Replaces the Friday-morning Excel-extract-and-email habit. Every leader gets the metrics that matter to them, in their inbox, with anomalies flagged.

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KPI Agent. Watches. Slices. Surfaces. Digests.

By the numbers

KPI Agent by the numbers.

Daily

Cadence

Persona

Tailored

Anomaly

Auto-flagged

<5 min

To activate

The use case

Friday-morning Excel-extract retired. Inbox brief, anomaly-flagged.

Each leader gets 14 dashboards. None tell them what is anomalous. Sales Ops runs 8 SQL queries and emails 3 charts every Friday morning. Operational KPIs live in 4 systems with no one place to look. Anomaly detection is gut feel — things break before anyone sees them.

KPI Agent picks the metrics that matter per persona, runs daily and weekly digests, flags anomalies with statistical and threshold rules, delivers via Slack or email, and lets you drill from any number to the underlying cohort or transaction. CFO opens the morning brief and knows the three numbers that moved overnight. Sales Ops stops running queries. Operational leaders stop hunting across systems.

For who

CFO

“I get 14 dashboards. None tell me what is anomalous.”

Sales Ops

“Friday morning, I run 8 SQL queries and email 3 charts. Every week.”

Operations Director

“Operational KPIs in 4 systems. No one place.”

Head of FP&A

“Anomaly detection is gut feel. Things break before we see them.”

Capabilities

What KPI Agent actually does.

01Capability

KPI Library

Pre-built KPIs across finance, sales, operations, and product — revenue, conversion, churn, gross margin, NPS, DSO, DPO, CAC, LTV, MRR, ARR. Custom KPIs added in minutes via a definition file.

02Capability

Persona-Tailored Digests

Each leader gets the KPIs that matter to their role. CFO sees cash and margin, CRO sees pipeline and conversion, COO sees throughput and quality. No firehose, no missing the signal.

03Capability

Anomaly Detection

Statistical (standard-deviation, seasonality-adjusted) plus threshold-based detection. Flag anything outside the band before it becomes a problem. Confidence scored, never over-flagged.

04Capability

Cohort, Segment, and Geography Slicing

Drill from the rolled-up KPI into the cohort, segment, or geography driving it. Whose retention dropped? Which segment converted higher? Which region lagged? Answers in the digest, not a JIRA ticket.

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