Business Analytics Agent
Extract key metrics from all your business documents
Extract key metrics from all your business documents
Pull revenue growth, customer acquisition costs, NPS scores, and other critical KPIs from quarterly reports, board decks, and financial statements. Create consistent performance tracking across departments and time periods.
Why V7 Go
Why V7 Go
KPI Tracking
Extract key performance indicators from financial statements, board presentations, and departmental reports. Create consistent measurement of revenue growth, profit margins, customer acquisition costs, and other critical metrics across time periods.
KPI Tracking
Extract key performance indicators from financial statements, board presentations, and departmental reports. Create consistent measurement of revenue growth, profit margins, customer acquisition costs, and other critical metrics across time periods.
KPI Tracking
Extract key performance indicators from financial statements, board presentations, and departmental reports. Create consistent measurement of revenue growth, profit margins, customer acquisition costs, and other critical metrics across time periods.
Trend Analysis
Identify patterns in business metrics including seasonality effects, growth acceleration/deceleration, and correlation between different KPIs. Detect emerging trends before they become obvious in quarterly reviews.
Trend Analysis
Identify patterns in business metrics including seasonality effects, growth acceleration/deceleration, and correlation between different KPIs. Detect emerging trends before they become obvious in quarterly reviews.
Trend Analysis
Identify patterns in business metrics including seasonality effects, growth acceleration/deceleration, and correlation between different KPIs. Detect emerging trends before they become obvious in quarterly reviews.
Performance Measurement
Compare actual results against forecasts, budgets, and prior periods across business units and product lines. Standardize how performance is measured to eliminate departmental inconsistencies in calculation methods.
Performance Measurement
Compare actual results against forecasts, budgets, and prior periods across business units and product lines. Standardize how performance is measured to eliminate departmental inconsistencies in calculation methods.
Performance Measurement
Compare actual results against forecasts, budgets, and prior periods across business units and product lines. Standardize how performance is measured to eliminate departmental inconsistencies in calculation methods.
Report Analysis
Process quarterly business reviews, sales reports, marketing dashboards, and financial statements regardless of format. Extract both explicit metrics and implied performance indicators from narrative sections and executive summaries.
Report Analysis
Process quarterly business reviews, sales reports, marketing dashboards, and financial statements regardless of format. Extract both explicit metrics and implied performance indicators from narrative sections and executive summaries.
Report Analysis
Process quarterly business reviews, sales reports, marketing dashboards, and financial statements regardless of format. Extract both explicit metrics and implied performance indicators from narrative sections and executive summaries.
Metric Tracking
Monitor specific business metrics like NPS scores, employee turnover, inventory levels, and production efficiency over time. Create consistent historical views even when reporting formats and calculation methods have changed.
Metric Tracking
Monitor specific business metrics like NPS scores, employee turnover, inventory levels, and production efficiency over time. Create consistent historical views even when reporting formats and calculation methods have changed.
Metric Tracking
Monitor specific business metrics like NPS scores, employee turnover, inventory levels, and production efficiency over time. Create consistent historical views even when reporting formats and calculation methods have changed.
Performance Monitoring
Provide early warning of declining metrics or concerning trends by analyzing current performance against historical patterns and industry benchmarks. Identify which products, regions, or business units are underperforming relative to targets.
Performance Monitoring
Provide early warning of declining metrics or concerning trends by analyzing current performance against historical patterns and industry benchmarks. Identify which products, regions, or business units are underperforming relative to targets.
Performance Monitoring
Provide early warning of declining metrics or concerning trends by analyzing current performance against historical patterns and industry benchmarks. Identify which products, regions, or business units are underperforming relative to targets.
Why V7 Go
Documents analyzed by the Business Analytics Agent
Key metrics extracted from business documents
Workflow
Workflow
Import your files
Tableau
,
Power BI
,
Salesforce
Quarterly Business Reviews
Quarterly Business Reviews
Quarterly Business Reviews
Quarterly Business Reviews
Financial Statements
Financial Statements
Financial Statements
Financial Statements
Board Presentations
Board Presentations
Board Presentations
Board Presentations
Sales Performance Reports
Sales Performance Reports
Sales Performance Reports
Sales Performance Reports
Marketing Campaign Analysis
Marketing Campaign Analysis
Marketing Campaign Analysis
Marketing Campaign Analysis
Operational Dashboards
Operational Dashboards
Operational Dashboards
Operational Dashboards
Revenue growth by product line and region
Revenue growth by product line and region
Revenue growth by product line and region
Revenue growth by product line and region
Gross and net profit margins
Gross and net profit margins
Gross and net profit margins
Gross and net profit margins
Customer acquisition costs and lifetime value
Customer acquisition costs and lifetime value
Customer acquisition costs and lifetime value
Customer acquisition costs and lifetime value
Sales pipeline and conversion rates
Sales pipeline and conversion rates
Sales pipeline and conversion rates
Sales pipeline and conversion rates
Marketing campaign ROI and attribution
Marketing campaign ROI and attribution
Marketing campaign ROI and attribution
Marketing campaign ROI and attribution
Operational efficiency metrics
Operational efficiency metrics
Operational efficiency metrics
Operational efficiency metrics
Employee productivity and turnover
Employee productivity and turnover
Employee productivity and turnover
Employee productivity and turnover
Cash flow and working capital metrics
Cash flow and working capital metrics
Cash flow and working capital metrics
Cash flow and working capital metrics
Product performance and profitability
Product performance and profitability
Product performance and profitability
Product performance and profitability
Customer satisfaction and NPS scores
Customer satisfaction and NPS scores
Customer satisfaction and NPS scores
Customer satisfaction and NPS scores
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
8-10 hours per reporting cycle
8-10 hours per reporting cycle
With V7 Go agents
30-45 minutes per reporting cycle
30-45 minutes per reporting cycle
Average time saved
90-94%
90-94%
V7 Go
V7 Go
V7 Go
V7 Go
AI solutions
AI solutions
for business professionals
Business analysts spend 12+ hours weekly manually pulling metrics from reports, spreadsheets, dashboards, and presentations, often creating inconsistent views of company performance. Critical trends go unnoticed until they become problems, cross-departmental metrics don't align, and executives receive conflicting data on the same KPIs. The business analytics agent extracts standardized metrics, identifies meaningful trends, and measures performance consistently across documents and time periods.
Finance Teams
Standardize how performance metrics are calculated and reported across departments. Spend less time pulling numbers and more time analyzing what they mean for the business.
Finance Teams
Standardize how performance metrics are calculated and reported across departments. Spend less time pulling numbers and more time analyzing what they mean for the business.
Finance Teams
Standardize how performance metrics are calculated and reported across departments. Spend less time pulling numbers and more time analyzing what they mean for the business.
Finance Teams
Standardize how performance metrics are calculated and reported across departments. Spend less time pulling numbers and more time analyzing what they mean for the business.
Business Analysts
Get consistent metrics from inconsistently formatted reports and presentations. Uncover trends and patterns that would take days to find manually.
Business Analysts
Get consistent metrics from inconsistently formatted reports and presentations. Uncover trends and patterns that would take days to find manually.
Business Analysts
Get consistent metrics from inconsistently formatted reports and presentations. Uncover trends and patterns that would take days to find manually.
Business Analysts
Get consistent metrics from inconsistently formatted reports and presentations. Uncover trends and patterns that would take days to find manually.
FAQ
FAQ
FAQ
FAQ
Have questions?
Find answers.
What specific business metrics can the analytics agent extract and track?
The agent extracts financial metrics (revenue, gross margin, EBITDA, cash flow), customer metrics (acquisition cost, lifetime value, churn rate, NPS), operational metrics (inventory turns, fulfillment time, defect rates), and sales metrics (pipeline value, close rates, average deal size). It recognizes both standard business terminology and company-specific metric names. The system standardizes metrics when different departments use varying calculation methods—for example, reconciling how Sales and Finance each measure customer acquisition costs. Each extracted metric includes its source location, calculation method, and relevant context.
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What specific business metrics can the analytics agent extract and track?
The agent extracts financial metrics (revenue, gross margin, EBITDA, cash flow), customer metrics (acquisition cost, lifetime value, churn rate, NPS), operational metrics (inventory turns, fulfillment time, defect rates), and sales metrics (pipeline value, close rates, average deal size). It recognizes both standard business terminology and company-specific metric names. The system standardizes metrics when different departments use varying calculation methods—for example, reconciling how Sales and Finance each measure customer acquisition costs. Each extracted metric includes its source location, calculation method, and relevant context.
+
What specific business metrics can the analytics agent extract and track?
The agent extracts financial metrics (revenue, gross margin, EBITDA, cash flow), customer metrics (acquisition cost, lifetime value, churn rate, NPS), operational metrics (inventory turns, fulfillment time, defect rates), and sales metrics (pipeline value, close rates, average deal size). It recognizes both standard business terminology and company-specific metric names. The system standardizes metrics when different departments use varying calculation methods—for example, reconciling how Sales and Finance each measure customer acquisition costs. Each extracted metric includes its source location, calculation method, and relevant context.
+
What specific business metrics can the analytics agent extract and track?
The agent extracts financial metrics (revenue, gross margin, EBITDA, cash flow), customer metrics (acquisition cost, lifetime value, churn rate, NPS), operational metrics (inventory turns, fulfillment time, defect rates), and sales metrics (pipeline value, close rates, average deal size). It recognizes both standard business terminology and company-specific metric names. The system standardizes metrics when different departments use varying calculation methods—for example, reconciling how Sales and Finance each measure customer acquisition costs. Each extracted metric includes its source location, calculation method, and relevant context.
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How does the agent analyze trends across different business reports and time periods?
The agent normalizes data across reporting periods, adjusting for changes in calculation methodology or presentation format. It identifies statistically significant patterns including acceleration/deceleration of growth rates, cyclical trends, and correlation between metrics (like marketing spend impact on customer acquisition). When analyzing quarterly reports, the agent distinguishes between seasonal patterns versus fundamental business shifts. For metrics with high variability, it applies appropriate smoothing techniques to reveal underlying trends while still flagging significant outliers that might indicate emerging issues.
+
How does the agent analyze trends across different business reports and time periods?
The agent normalizes data across reporting periods, adjusting for changes in calculation methodology or presentation format. It identifies statistically significant patterns including acceleration/deceleration of growth rates, cyclical trends, and correlation between metrics (like marketing spend impact on customer acquisition). When analyzing quarterly reports, the agent distinguishes between seasonal patterns versus fundamental business shifts. For metrics with high variability, it applies appropriate smoothing techniques to reveal underlying trends while still flagging significant outliers that might indicate emerging issues.
+
How does the agent analyze trends across different business reports and time periods?
The agent normalizes data across reporting periods, adjusting for changes in calculation methodology or presentation format. It identifies statistically significant patterns including acceleration/deceleration of growth rates, cyclical trends, and correlation between metrics (like marketing spend impact on customer acquisition). When analyzing quarterly reports, the agent distinguishes between seasonal patterns versus fundamental business shifts. For metrics with high variability, it applies appropriate smoothing techniques to reveal underlying trends while still flagging significant outliers that might indicate emerging issues.
+
How does the agent analyze trends across different business reports and time periods?
The agent normalizes data across reporting periods, adjusting for changes in calculation methodology or presentation format. It identifies statistically significant patterns including acceleration/deceleration of growth rates, cyclical trends, and correlation between metrics (like marketing spend impact on customer acquisition). When analyzing quarterly reports, the agent distinguishes between seasonal patterns versus fundamental business shifts. For metrics with high variability, it applies appropriate smoothing techniques to reveal underlying trends while still flagging significant outliers that might indicate emerging issues.
+
Can the analytics agent work with our specific business documents and reporting formats?
Yes, the agent processes diverse business document formats including Excel financial models, PowerPoint decks, PDF reports, and dashboard exports from tools like Tableau or Power BI. It handles company-specific report structures like monthly business reviews, quarterly board decks, annual operating plans, and flash reports. The system adapts to your reporting conventions, learning to extract the right metrics from the right locations based on your document structure. For unusual formats or metrics, you can highlight examples in a few documents, and the agent will apply that learning to future reports.
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Can the analytics agent work with our specific business documents and reporting formats?
Yes, the agent processes diverse business document formats including Excel financial models, PowerPoint decks, PDF reports, and dashboard exports from tools like Tableau or Power BI. It handles company-specific report structures like monthly business reviews, quarterly board decks, annual operating plans, and flash reports. The system adapts to your reporting conventions, learning to extract the right metrics from the right locations based on your document structure. For unusual formats or metrics, you can highlight examples in a few documents, and the agent will apply that learning to future reports.
+
Can the analytics agent work with our specific business documents and reporting formats?
Yes, the agent processes diverse business document formats including Excel financial models, PowerPoint decks, PDF reports, and dashboard exports from tools like Tableau or Power BI. It handles company-specific report structures like monthly business reviews, quarterly board decks, annual operating plans, and flash reports. The system adapts to your reporting conventions, learning to extract the right metrics from the right locations based on your document structure. For unusual formats or metrics, you can highlight examples in a few documents, and the agent will apply that learning to future reports.
+
Can the analytics agent work with our specific business documents and reporting formats?
Yes, the agent processes diverse business document formats including Excel financial models, PowerPoint decks, PDF reports, and dashboard exports from tools like Tableau or Power BI. It handles company-specific report structures like monthly business reviews, quarterly board decks, annual operating plans, and flash reports. The system adapts to your reporting conventions, learning to extract the right metrics from the right locations based on your document structure. For unusual formats or metrics, you can highlight examples in a few documents, and the agent will apply that learning to future reports.
+
How does the agent integrate with our existing business intelligence tools?
The agent integrates with major BI platforms including Tableau, Power BI, Looker, and QuickSight. It can pull data from and push results to your data warehouse (Snowflake, Redshift, BigQuery). The system connects with financial platforms like NetSuite, Adaptive Planning, and SAP, as well as CRM systems like Salesforce. Through our API, you can build custom integrations with proprietary reporting systems. Most customers implement their first integration within 2-3 days using our pre-built connectors, with complete reporting workflows established within two weeks.
+
How does the agent integrate with our existing business intelligence tools?
The agent integrates with major BI platforms including Tableau, Power BI, Looker, and QuickSight. It can pull data from and push results to your data warehouse (Snowflake, Redshift, BigQuery). The system connects with financial platforms like NetSuite, Adaptive Planning, and SAP, as well as CRM systems like Salesforce. Through our API, you can build custom integrations with proprietary reporting systems. Most customers implement their first integration within 2-3 days using our pre-built connectors, with complete reporting workflows established within two weeks.
+
How does the agent integrate with our existing business intelligence tools?
The agent integrates with major BI platforms including Tableau, Power BI, Looker, and QuickSight. It can pull data from and push results to your data warehouse (Snowflake, Redshift, BigQuery). The system connects with financial platforms like NetSuite, Adaptive Planning, and SAP, as well as CRM systems like Salesforce. Through our API, you can build custom integrations with proprietary reporting systems. Most customers implement their first integration within 2-3 days using our pre-built connectors, with complete reporting workflows established within two weeks.
+
How does the agent integrate with our existing business intelligence tools?
The agent integrates with major BI platforms including Tableau, Power BI, Looker, and QuickSight. It can pull data from and push results to your data warehouse (Snowflake, Redshift, BigQuery). The system connects with financial platforms like NetSuite, Adaptive Planning, and SAP, as well as CRM systems like Salesforce. Through our API, you can build custom integrations with proprietary reporting systems. Most customers implement their first integration within 2-3 days using our pre-built connectors, with complete reporting workflows established within two weeks.
+
How accurate is the business metrics extraction compared to manual analysis?
The agent maintains 98%+ accuracy on clearly stated numerical metrics in structured reports and 94-96% accuracy on implied or calculated metrics in narrative sections. For financial statements and formal reports, the accuracy matches expert analysts while eliminating inconsistencies in how metrics are identified across documents. The system flags low-confidence extractions for human review, particularly for novel metrics or ambiguous presentations. Each extracted metric includes a confidence score and direct link to source material, allowing quick verification of critical business data.
+
How accurate is the business metrics extraction compared to manual analysis?
The agent maintains 98%+ accuracy on clearly stated numerical metrics in structured reports and 94-96% accuracy on implied or calculated metrics in narrative sections. For financial statements and formal reports, the accuracy matches expert analysts while eliminating inconsistencies in how metrics are identified across documents. The system flags low-confidence extractions for human review, particularly for novel metrics or ambiguous presentations. Each extracted metric includes a confidence score and direct link to source material, allowing quick verification of critical business data.
+
How accurate is the business metrics extraction compared to manual analysis?
The agent maintains 98%+ accuracy on clearly stated numerical metrics in structured reports and 94-96% accuracy on implied or calculated metrics in narrative sections. For financial statements and formal reports, the accuracy matches expert analysts while eliminating inconsistencies in how metrics are identified across documents. The system flags low-confidence extractions for human review, particularly for novel metrics or ambiguous presentations. Each extracted metric includes a confidence score and direct link to source material, allowing quick verification of critical business data.
+
How accurate is the business metrics extraction compared to manual analysis?
The agent maintains 98%+ accuracy on clearly stated numerical metrics in structured reports and 94-96% accuracy on implied or calculated metrics in narrative sections. For financial statements and formal reports, the accuracy matches expert analysts while eliminating inconsistencies in how metrics are identified across documents. The system flags low-confidence extractions for human review, particularly for novel metrics or ambiguous presentations. Each extracted metric includes a confidence score and direct link to source material, allowing quick verification of critical business data.
+
How does the agent handle changes in how our business reports and measures performance?
The agent recognizes when metrics have been redefined or calculation methodologies have changed—a common challenge when analyzing business performance over time. It identifies when the same metric name represents different calculations in different periods, and can apply consistent definitions to create valid historical comparisons. The system maintains a knowledge graph of your metrics, tracking how they evolve and relating them to standard business measurements. This approach allows meaningful trend analysis even when your internal reporting has changed due to system migrations, organizational changes, or evolving business priorities.
+
How does the agent handle changes in how our business reports and measures performance?
The agent recognizes when metrics have been redefined or calculation methodologies have changed—a common challenge when analyzing business performance over time. It identifies when the same metric name represents different calculations in different periods, and can apply consistent definitions to create valid historical comparisons. The system maintains a knowledge graph of your metrics, tracking how they evolve and relating them to standard business measurements. This approach allows meaningful trend analysis even when your internal reporting has changed due to system migrations, organizational changes, or evolving business priorities.
+
How does the agent handle changes in how our business reports and measures performance?
The agent recognizes when metrics have been redefined or calculation methodologies have changed—a common challenge when analyzing business performance over time. It identifies when the same metric name represents different calculations in different periods, and can apply consistent definitions to create valid historical comparisons. The system maintains a knowledge graph of your metrics, tracking how they evolve and relating them to standard business measurements. This approach allows meaningful trend analysis even when your internal reporting has changed due to system migrations, organizational changes, or evolving business priorities.
+
How does the agent handle changes in how our business reports and measures performance?
The agent recognizes when metrics have been redefined or calculation methodologies have changed—a common challenge when analyzing business performance over time. It identifies when the same metric name represents different calculations in different periods, and can apply consistent definitions to create valid historical comparisons. The system maintains a knowledge graph of your metrics, tracking how they evolve and relating them to standard business measurements. This approach allows meaningful trend analysis even when your internal reporting has changed due to system migrations, organizational changes, or evolving business priorities.
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Next steps
Stop manually copying numbers from business reports into spreadsheets
Get consistent metrics and uncover meaningful trends across your business data
You’ll hear back in less than 24 hours
Next steps
Stop manually copying numbers from business reports into spreadsheets
Get consistent metrics and uncover meaningful trends across your business data
You’ll hear back in less than 24 hours
Next steps
Stop manually copying numbers from business reports into spreadsheets
Get consistent metrics and uncover meaningful trends across your business data
You’ll hear back in less than 24 hours
Next steps
Stop manually copying numbers from business reports into spreadsheets
Get consistent metrics and uncover meaningful trends across your business data