Business intelligence

Bring your business data into dashboards you can explore. Use AI, charts, and detailed analysis to see how every part of your company is performing.

Compare performance across your business in a shared dashboard. Illustrative data

A dashboard for the decisions you make.

Look across the business, then go deeper into a team, a customer segment, or an operating metric. Keep the data behind each chart within reach.

01Executive overview02Chart builder03SQL workspace

From business data to a useful dashboard

Start with your data. Keep the work connected.

1Bring in the relevant data

Work with databases, warehouses, business applications, and supported event streams. Choose the sources that answer your business question.

Business data · relationships•••
orders Postgres

◈ order_id Primary key

customer_id

# revenue

ordered_at

manyone
customers

id Primary key

T company_name

T segment

T region

Connected business data

2Build a view of performance

Combine charts, tables, filters, and metrics in a dashboard. Explore with AI or give your technical team room to work directly with SQL.

Company performance•••
This quarterAll teams Shared
Revenue$83.5k+6.2%
Customers326+22
Open requests18−6
Revenue trend
Activity by team
Sales
Operations
Support

Charts, metrics, and shared dashboard filters

3Investigate the detail

Filter by time, team, or customer segment. Check the underlying records and share the same context with executives and investors.

Explore · revenue by region•••
Region = North AmericaLast 30 days
Revenue$46,200View underlying records
OrderCustomerAmount
1042Northline$2,450
1043Fieldwork$890
1044Aster$1,260
54% of this segment’s revenue came from repeat customers.

Evidence behind the chart

For every part of your business

Executive reporting

Bring sales, costs, customers, and operational performance into the same conversation.

Marketing performance

Compare campaigns and customer behavior to see where your efforts are making a difference.

Operations & people

Follow workload, staffing, throughput, and service quality—not just revenue.

Investor visibility

Invite investors into an appropriate workspace to follow company performance between updates.

Business intelligence FAQ

Do I need to write SQL?

You can work with dashboards, filters, and AI without writing SQL. The SQL workspace is available when you or your technical team need a more detailed query.

What data can I use?

Connect supported databases, data warehouses, and business applications through the separate Integrations catalog. Streaming sources are also available for operational event data.

How is this different from proactive monitoring?

Dashboards help you explore and compare performance. Proactive monitoring keeps watching selected data and KPIs, investigates changes, and brings findings to you.

Can I share dashboards with my team?

Use your workspace to collaborate with teammates and invited stakeholders. Access depends on workspace membership and permissions.

Put your business data to work.

Start working with Backyard’s proactive business intelligence platform.

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