Company Engine
The same data.
Your way of seeing it.
Company Calibration maps your data, relationships, and business logic. Your Company Engine holds that understanding, ready for your team to inspect and refine.
01 Data & Blueprints
Give your data
a business shape.
Connect your systems. Bring related tables together in a Blueprint, a reusable business table that saves the query behind the view.
A sales ledger knows the amount. A customer table knows the channel. Together, they show where revenue comes from.
Explore integrationsSales ledger
| Customer ID | Revenue |
|---|---|
| C-104 | $4.6M |
| C-208 | $3.2M |
| C-312 | $2.4M |
Customer master
| Customer ID | Customer |
|---|---|
| C-104 | Meridian SupplyWholesale · West |
| C-208 | Cedar TradingWholesale · East |
| C-312 | Fieldwork StoresRetail · West |
Blueprint
Sales by customer
| Customer | Channel | Region | Revenue |
|---|---|---|---|
| Wholesale | West | $4.6M | |
| Wholesale | East | $3.2M | |
| Retail | West | $2.4M |
02 Knowledge
Make the definition
part of the answer.
Save the terms and formulas your business uses. Review suggested learnings, approve the ones that are right, and share them with your team.
“It understands how we actually operate as a business, how our sales are generated, how pricing is set up, how our different sales channels actually work.”
VP of Finance, Aftermarket Division · Carlex
03 Access
The right context.
For the right people.
Organize access around your teams and subteams. See their members, data, Knowledge, and workflows together, with the permissions behind each resource.
Operations brings its regional teams together. Select a team to see its own grants and the access it inherits from subteams.
Explore securityAccess
Teams & permissionsCompany
Operations
Region is West · From West
Region is West · From West
Region is East · From East
Region is East · From East
Citations and calculations
See the reasoning.
Check the work.
Inspect the sources, calculations, and decisions behind an analysis. Open the supporting records to check the result.
“You can see the math of what it is doing. You can check it as it is calculating its answer to see if there are any mistakes.”
Senior Finance Manager · Cooper Standard
Dashboards
Keep the numbers
in view.
Bring metrics, charts, and tables into a dashboard built around your business.
Apply a filter across the view. Open the numbers behind a chart. Keep the dashboard current with scheduled refreshes and email delivery.
Dashboards
Operating review
WeeklyRevenue
$12.0M+3.4% vs. May
Operating profit
$2.8M+12.0% vs. May
Operating margin
23.3%+1.8 pts vs. May
Profit performance
January–June
Revenue by channel
June review
Profit grew 12.0% on 3.4% revenue growth.
Workflows · Beta
Keep the method.
Run it again.
Turn an analysis into a reusable workflow. Review the steps, choose a new period or business unit, and run it with fresh inputs.
Monthly
business review.
Sources, steps, and outputs saved from an analysis.
- Load the selected period
- Compare price, volume, and cost
- Explain the profit movement
Higher material costs absorbed most of the gain from sales.
Forecasts
Change the plan.
See the impact.
Build a plan from actuals. Keep the assumptions beside the numbers, so your team can see what the forecast depends on.
Compare scenarios before committing. Adjust volume here to see how it changes the next quarter.
Revenue plan
| Revenue | Jul | Aug | Sep |
|---|---|---|---|
| Baseline | $12.4M | $12.8M | $13.2M |
| Scenario | $12.4M | $12.8M | $13.2M |