THE EXECUTIVE WALKTHROUGH / 90 SECONDS
Turn a dashboard into a decision.
The numbers are here. The answer isn’t.
Illustrative product walkthroughEnding MRR
What drove the $4k increase?
- New business+$10k
- Expansion+$8k
- Contraction−$4k
- Churn−$10k
$100k in July → $104k in August
Revenue is growing. But is that growth healthy? A scattered dashboard puts the work of finding the answer on its reader.
Captioned animation with sample SaaS metrics, not a live recording or a speed benchmark. Buttons explore the sample only. All three formats follow the same example. AI generation is edited for pacing; actual response times vary.
Read the script and feature notes
0:00–0:12 · The rough draft
Revenue is growing. But is that growth healthy? A scattered dashboard puts the work of finding the answer on its reader.
0:12–0:24 · Give it a purpose
Open Smart arrange, choose Reimagine with AI, and describe what leadership needs to understand. The current canvas and governed metric catalog give the redesign its starting point.
0:24–0:45 · See the possibility
Compare the current dashboard with a proposed version: headline numbers first, a leading revenue trend, and retention beside it. Keep the growth drivers visible and add the retention history that puts them in context.
0:45–1:00 · Make it yours
Apply the proposed changes together. Use Tell a story to give the charts more room. Undo restores the previous arrangement; another undo can restore the original dashboard.
1:00–1:18 · Follow the evidence
August MRR is up 4%, while net revenue retention is 94%. New business explains how those facts can coexist. Inspect the metric definition and reporting period before drawing a conclusion about why customers left.
1:18–1:30 · Keep the question alive
Save the dashboard and watch the retention chart for unusual changes. Personal updates appear inside Canvas. Keep the next question with the evidence: what accounts for churn and contraction?
What this walkthrough demonstrates
Smart arrange → Reimagine with AI: describe a goal, compare the proposed dashboard, and apply validated changes. Follow with a supported layout refinement and undo. Inspect a governed definition and explore a personal chart watch.
This is a prepared, interactive illustration of the local builder workflow, not a live AI request. AI redesign requires a configured provider and the updated builder. Sample actions do not change your dashboards or enable notifications. Use your actual data and permissions to evaluate the product.
Try the transformation yourself →