AI Business Dashboard
Claravance 360 - Your Whole Business, One Live View
Claravance 360 is an AI-assisted business command center that unifies the data scattered across your sales, operations, delivery, and finance systems into a single live view - with plain-language questioning, sourced answers, and alerts on what changed. Deployment takes two days using prebuilt connectors for 5+ common business systems.
What It Does
Most leadership teams don't lack data. They lack a shared, current version of it. Sales reports from the CRM, delivery status from the project tool, cash from the accounting system, and a spreadsheet someone maintains to reconcile all three - by the time the picture is assembled, it describes last week. Claravance 360 removes the assembly step. One view, continuously current, that answers questions instead of requiring interpretation.
Unified Dashboards Without a Rip-and-Replace
Connects to the systems you already run - CRM, accounting, project management, support, and marketing platforms, plus APIs for anything custom - and keeps your existing tools in place. Nobody has to migrate anything.
Ask Your Business, in Plain Language
Type a question the way you'd ask an analyst: "Which clients slipped this month and what's the revenue exposure?" Answers come with the underlying figures and their source, so they're verifiable rather than mysterious.
Alerts on What Changed
Anomalies, risks, and threshold breaches surfaced when they happen - not discovered in the monthly review, when it's already history.
Role-Based Views
The board sees the summary; the operations lead sees the queue; finance sees the exposure. One dataset, appropriate lenses.
Who Gets the Most From It
Leadership teams making decisions on figures assembled by hand
Multi-entity or multi-region businesses consolidating manually
Operations leaders who need to see problems while they're still cheap to fix
PE-backed portfolio companies with reporting obligations that consume real hours
Deployment and Security
Live in two days with guided onboarding and prebuilt connectors
SSO, role-based access control, audit logging, and data-residency options
Your data is never used to train models shared with other customers
Stop assembling the picture by hand.
A guided demo using scenarios from your business, not canned sample data.
What Changes in the First Month
Before. The monthly pack takes days to assemble across several people. Numbers are reconciled by hand in a spreadsheet. Questions raised in the leadership meeting are answered the following week. Problems surface after they have already cost money.
After. The pack assembles itself. Numbers reconcile continuously, with any discrepancy flagged rather than smoothed over. Questions get answered in the meeting, from live data, with the source visible. Threshold breaches alert the owner the day they happen.
The shift most clients describe isn't primarily time saved - it's the meeting changing character, from establishing what happened to deciding what to do about it.
Rollout That Sticks
Dashboard products fail through disuse, not defect. Our onboarding is designed against that:
Start with one question that matters. Not a full dashboard build - the single recurring question leadership keeps asking. Answer it well and adoption follows.
Connect the systems that answer it. Two or three, not all of them. Broad connection on day one delays value and multiplies the chance of a bad data experience early.
Validate against a known period. Reproduce a month everyone already understands, so trust is established before anyone relies on it for a decision.
Add owners and alerts. Every metric gets a named owner. Unowned metrics get watched by nobody.
Expand on demand. New views added when someone asks for them, not pre-built on speculation.
Where the Data Quality Question Lands
Any unified view will expose inconsistencies between your systems - that's not a product flaw, it's the first useful thing it tells you. Expect discrepancies in the first weeks, especially around definitions (what counts as a closed deal, when revenue is recognized, how active customers are defined).
We treat definition reconciliation as part of onboarding rather than a surprise. Where the underlying data estate needs structural work, our data strategy practice handles it - and we'll say so plainly rather than papering over it with a dashboard.
Frequently Asked Questions
They will, at first - usually over definitions rather than raw numbers. Reconciling those definitions is part of onboarding, and the discrepancies surfaced are typically the most valuable early output. Where the underlying data estate needs structural work, we'll say so rather than mask it.
Each metric needs a named owner who receives its alerts. The platform itself needs minimal administration after onboarding, but unowned metrics get watched by nobody, so ownership is assigned during rollout rather than left implicit.
Prebuilt connectors for the common CRM, accounting, project management, support, and marketing platforms, plus API access for anything custom. Where a connector doesn't exist, our engineering team can build it.
Traditional BI tools are canvases that require modeling, dashboard building, and ongoing analyst time. Claravance 360 ships with connectors, models, and AI questioning already assembled, so value arrives in days rather than after a data project. It sits alongside those tools rather than replacing them - teams that already have Power BI or Tableau keep them for deep custom reporting.
Two days for standard connectors and configuration, versus the months a custom BI implementation typically requires.
Yes. 360 sits alongside your existing stack - it doesn't require replacing your CRM, accounting system, or BI tools.
Yes. Access is controlled through SSO and role-based permissions, every action is audit-logged, and data-residency options are available so your data can stay in the region you require. Customer data serves only your account and is never used to train models shared with other customers.