01
Live dashboards
Dashboards read the ledger directly. An invoice posted in Invoicing & Finance is on the revenue chart the moment it posts. Build a dashboard from tiles, charts and tables; pin it for a team or keep it to yourself.
insight
Every number tracesback to a ledger line.
Dashboards that read the ledger directly, questions you can ask in plain language, and a path from every figure to the entry that produced it.
question → query → figure → ledger line
Analytics · Overview
Reporting without a copy of the data.
THE PROBLEM
Most reporting runs on a copy. Data is exported overnight into a warehouse, reshaped, and drawn as a chart the next morning. By then the ledger has moved on. Two teams define margin differently and both are right by their own spreadsheet. When a number looks wrong, nobody can say which entry caused it.
HOW SOLONOMOUS DOES IT
Analytics reads the same ledger the other seven modules write to. There is no extraction and no nightly sync; a dashboard shows the ledger as it is now. Metrics are defined once, in a shared layer, and every chart and every answer uses that definition. Ask a question in plain language and the module writes a query you can read, run and save. Any figure opens to the entries that sum to it.
WHAT YOU GET
One set of numbers the whole company agrees on, current to the last posted entry. When a figure needs explaining, the explanation is a click away, not a week of reconciliation.
Capabilities
Everything the module does.
9 capabilities
- 01
Live dashboards
Dashboards read the ledger directly. An invoice posted in Invoicing & Finance is on the revenue chart the moment it posts. Build a dashboard from tiles, charts and tables; pin it for a team or keep it to yourself.
- No ETL, no nightly sync, no copy of the data
- Tiles, charts and tables built on the metric layer
- Per-team and personal dashboards
- Current to the last posted entry
- 02
Ask in plain language
Type a question the way you would ask a colleague. The module writes a query against the metric layer, shows it to you, and runs it. Edit the query if it read you wrong, and save the result as a tile.
- A question becomes a query you can inspect
- Uses the shared metric definitions, not a guess
- Edit, re-run and save as a tile
- Runs with the asker's permissions
- 03
Drill to the source entry
Every figure is a sum of ledger entries, so every figure can be opened. Click a bar, a total or a cell and the module lists the entries behind it, then the document behind each entry: the invoice, the payslip, the stock movement.
- Figure → entries → source document
- Works on every chart, table and answer
- Filters carry through to the drill
- Same path from a dashboard, a report or a board pack
- 04
A shared metric layer
Margin, churn, stock cover and every other metric are defined once and used everywhere. Change a definition and every dashboard, report and answer changes with it, with the old version kept in the history.
- One definition per metric, versioned
- Dimensions shared across modules: entity, period, client, product
- Governed by finance; readable by everyone
- Every chart names the definition it uses
- 05
Scheduled reports and alerts
Schedule any dashboard or query to arrive by email or in a channel on a cadence. Set a threshold on a metric and the module tells the right person when it is crossed, with the drill path attached.
- Daily, weekly, monthly or on period close
- Thresholds on any metric, per entity or segment
- Delivered by email, webhook or in-app
- Each alert links to the figure that raised it
- 06
Segments, cohorts and comparisons
Cut any metric by client, product, region, team or a segment you define. Follow a cohort of customers from their first invoice. Compare this period with last, this entity with that, budget with actual.
- Saved segments reusable across dashboards
- Cohorts by first order, first hire or first shipment
- Period-over-period and budget-versus-actual
- Multi-entity and multi-currency comparison
- 07
Permissions-aware by design
A dashboard is the same object for everyone, but each viewer sees only the rows their role can see. A regional manager sees their region's figures; a board member sees the whole. Nothing is filtered after the fact.
- Row and field permissions from the ledger, not the report
- The same tile shows different totals to different roles
- Shared links respect the viewer's access
- Agents query with the permissions of the person who asked
- 08
Exports and warehouse connectors
Send any result to a spreadsheet or a file, or connect your warehouse and BI tool to the metric layer so they use the same definitions. Exports are complete and in open formats.
- CSV, spreadsheet and PDF from any view
- Warehouse sync to your own database
- BI connectors for the tools you already run
- API access to the metric layer
- 09
Board packs and close reporting
Build a board pack once and it fills itself from the closed period. The management accounts, the KPIs and the commentary go out together, and the pack is stored against the period it reports.
- Templated packs filled from closed periods
- Commentary fields alongside the figures
- Versioned; a pack is frozen once sent
- Every figure in the pack still drills to the ledger
Capabilities
Every Analytics feature, at a glance.
9 capabilities, one card each. Open any card to read it in full.
Workflow
A question, from asked to answered
What happens between typing a question and trusting the number.
- 01
A question is asked.
Gross margin by client for the last quarter, typed into the search bar, on a dashboard or to an agent.
- 02
A query is written and shown.
The module resolves margin from the metric layer, writes the query and shows it. Change it if the reading is wrong.
- 03
The ledger answers.
The query runs on the ledger as it is now, with the asker's permissions. No copy, no sync, no waiting for tonight's job.
- 04
A figure is opened.
One client looks low. Click it to see the invoices and the costs that sum to it, then the entry behind any of them.
- 05
The answer is kept.
Save it as a tile, schedule it, or set an alert on it. It keeps the definition, so next quarter it means the same thing.
Connected
Reads and writes the same ledger as
- 01ERP CoreEvery metric is a sum of ledger entries, so every metric drills to one.
- 05Invoicing & FinanceRevenue, receivables and cash are on the dashboard the moment they post.
- 02CRMPipeline and forecast sit next to the revenue they became.
- 06Inventory & ManufacturingStock cover, WIP and landed cost use the same definitions as finance.
Details
On the spec sheet.
- Source
- The ledger itself; no extraction, no separate warehouse required
- Latency
- Reads the ledger directly; no scheduled sync
- Metrics
- Shared, versioned metric layer with one definition per measure
- Natural language
- Question → inspectable query → editable, saveable result
- Drill-down
- Any figure → ledger entries → source document
- Alerts
- Thresholds per metric, entity or segment; email, webhook, in-app
- Sharing
- Dashboards per team or person; links honour the viewer's access
- Exports
- CSV, spreadsheet, PDF; warehouse sync and BI connectors; API
- Permissions
- Row and field access inherited from the ledger, applied at query time
Questions
Asked before signing.
Do I need a data warehouse?
No. Analytics reads the ledger directly, so there is nothing to extract or load. If you already have a warehouse, connect it to the metric layer so it uses the same definitions.
How current are the dashboards?
As current as the ledger. A dashboard shows the last posted entry when you open it. There is no overnight job and no window during which the numbers are stale.
What happens when the plain-language answer is wrong?
You can see why, because the query is shown with the answer. Edit it, re-run it and save the corrected version. Nothing is hidden behind the answer; every answer is a query you can read.
Can two people see different numbers on the same dashboard?
Yes, by design. Permissions are applied at query time, so a regional manager and the finance director open the same tile and see the totals their roles allow. Neither sees a figure they could not see in the ledger.
Who can change a metric definition?
Roles with metric governance, usually finance. A change is versioned, so old reports still show which definition they used, and every dashboard that uses the metric updates at once.
Can I use my existing BI tool?
Yes. Connect it to the metric layer through the warehouse sync or the API. It will report the same margin as the built-in dashboards, because it is reading the same definition.
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