# AI Dashboards & Analytics for B2B SaaS | Gigacatalyst

Canonical URL: https://gigacatalyst.com/dashboard-analytics-bi

# Every customer wants a different dashboard. Stop making them wait weeks.

Customers ask in plain English . Gigacatalyst builds the dashboard, report, or workflow inside your product using your APIs.

[Talk to Founder](#contact) Backed by Y Combinator “

Gigacatalyst has been absolutely transformational to us, our customers, and the entire business. Over 1,000 UpKeep customers use it daily.

Ryan Chan

CEO, UpKeep · Series B · Y Combinator W17

## The perfect dashboards, reports, and more for every customer

### An AI-first embedded builder that turns every customer question into the right dashboard, report, or workflow

- Customers describe the dashboard, report, or action in their own words.
- Every result uses your approved APIs, rules, and permissions.
- The finished app appears inside your product, under your brand.

Customer app builder

Northstar Foods

Live in your product Customer request

“Show renewal risk by region and let each CSM assign a follow-up.”

Dashboard

Risk by region

Workflow

Assign follow-up

Access

CSM territory only

Renewal command center

Live customer data

Share

$192k

ARR at risk

12

Accounts

8

Assigned

West Central East

## They ask. Gigacatalyst builds it inside their account.

### Dashboards

An AI app that analyzes your CRM data to generate custom health dashboards.

### Manual CSM Workflows

### Branded Reports

### Image recognition

Salesforce Home Accounts Contacts Opportunities JD A

### Acme Inc.

Customer

Technology · San Francisco, CA

Activity Details Opportunities

Annual Revenue

$4,200,000

Employees

142

Phone

(415) 555-0182

Website

acmeinc.com

Open Opportunities

Platform Expansion Proposal $48,000 Add-on Modules Needs Analysis $12,000

Activity

✉

Email sent to Jessica Moore

2h ago 📞

Call logged — left voicemail

Yesterday ✓

Follow up on Q2 proposal

Due today 📅

Demo scheduled — Product team

Apr 18 ✉

Proposal sent ($48,000)

Apr 14 Ask Gigacatalyst to build something...

## Every answer stays tied to your source of truth

Apps inherit your access rules, call only approved operations, and test the result against the records your product returns.

Your data Permissions Approved APIs

Governed app contract

The rules every app inherits

Verified Account scope Northstar Foods only Revenue metric sum(invoice.total) Evaluation $192,000 = source Dashboard Report Action Permissions follow the signed-in customer Metrics are checked against API results Every app version keeps an auditable contract

## The request rarely ends with a dashboard

Inventory transfer analysis File Edit View Insert Format Data Tools Extensions Help AS 100% $ % 123 Arial · 10 fx =IF(D4>E4,"Transfer "&G4,"Receive")

A B C D E F G H

1 SKU Description Site On hand Target Send to Qty Savings

2 AX-104 Bearing assembly Atlanta 284 42 Dallas 80 $4,320

3 CM-208 Control module Dallas 18 96 Atlanta 40 $2,640

4 PK-441 Seal kit Reno 163 28 Phoenix 55 $2,180

5 VL-090 Valve body Chicago 11 74 Dallas 35 $1,540

6 BR-302 Drive belt Phoenix 122 35 Reno 30 $980

7

8

9

+ ☰ Transfer model Inventory lookup Drag spreadsheet

Drop into Gigacatalyst

Spreadsheet or workbook

### Turning workbook rules into a live app

Preserving the data, decisions, and approvals your team already uses.

Reading workbook logic

2 sheets · 8 formulas mapped

Connecting product data

NetSuite + Snowflake

Building the transfer workflow

Recommendations · approvals · customer access

Customer app ready N

Northstar

Operations workspace

AM Overview Transfers Inventory Rules

Connected

NetSuite + Snowflake

Live data

Supply operations / Transfers

### Transfer recommendations

Updated now · 28-day stock target

$8,040

Potential savings

3

Transfers

96%

Fill rate

Ready for review

Review recommendations before they update inventory

Bearing assembly

AX-104

Atlanta → Dallas · 80 units

$4,320

Seal kit

PK-441

Reno → Phoenix · 55 units

$2,180

Valve body

VL-090

Chicago → Dallas · 35 units

$1,540
