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THE EXECUTIVE WALKTHROUGH / 90 SECONDS

Turn a dashboard into a decision.

01 / 06 · The rough draft

The numbers are here. The answer isn’t.

Illustrative product walkthrough
SaaS metrics · Working draftIllustrative data · Aug 2026
Ending MRR$104k+4.0% vs. July
Net revenue retention94.0%Existing customer revenue
New business MRR$10kAugust contribution

Ending MRR

Ending monthly recurring revenue in thousands of dollars: 68, 70, 73, 72, 76, 79, 80, 83, 82, 86, 88, 91, 90, 93, 95, 98, 100, 104. March 2025 through August 2026.$0k$60k$120kMar ’25Sep ’25Mar ’26Aug ’26

What drove the $4k increase?

August contributions · monthly recurring revenue
  • New business+$10k
  • Expansion+$8k
  • Contraction−$4k
  • Churn−$10k
Net change+$4k

$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.

0:00 / 1:30

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
  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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 →