Reports & Dashboards

A PSA that reads your data — and tells you what to do.

Dashboards, AI assistant, and recommendations that act.

01 · AI assistant

Context-aware help on every page

The assistant detects what you're doing — reviewing timesheets, building an invoice, scoping a deal — and offers specific guidance. No copy-paste prompts, no wasted context.

AI assistant
On the invoice page
Why is this invoice $2,400 lower than last month?
Two reasons: Priya's 12 rejected hours (−$1,920) and a courtesy adjustment A-117 (−$480). Both are linked here — want me to open the rejected entries?
Context detected: invoice review
No prompt needed
Specific guidance on every page Reads your live data
02 · Deal health

Pipeline triage, automated

Every opportunity is scored 0 to 100 based on recency, stage duration, completeness, and probability. Critical and warning signals come with specific recommendations you can act on today.

Deal health
Clinic revenue cycle · scored
0 / 100
Scored on recency, stage duration, completeness, probability
No activity in 11 days — schedule the pricing call this week
Stage running long — Scoping is 2× your median
Budget confirmed — decision-maker engaged
Every opportunity scored 0–100 Recommendations you can act on
03 · Dashboards

What to look at, and what to do

Utilization trends, revenue leakage, margin risk, stale approvals — surfaced on dashboards with clear next steps. Less time reading charts, more time taking action.

Dashboards
This week · what to look at
GP%
0%
target 45%
Utilization
0%
target 75%
Days-to-invoice
0
goal < 5
Margin risk: Gridline P1 GP% fell to 38% — review staffing mix
Stale approvals: 14 time entries waiting 5+ days
Clear next steps, not chart-reading Refreshed continuously

A PSA that works on your behalf.

See Octayne's system intelligence in action.