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Reporting agent

View how to ask Drive AI a business question and turn the answer into a dashboard connected to your model.

How the reporting agent works in Drivetrain

Ask Drive AI a question about your numbers and get an answer you can check. See the drivers behind it, turn it into a dashboard and keep it connected to your model.

  1. 1

    Ask Drive AI a business question

    • Ask a question in plain English from the chat panel, next to the model you are working in.
    • Ask the kind of question leadership brings up, for example what it would take to double revenue over the next two years.
    • Drive AI works from your financial model and lays out the math the goal requires.
    Drive AI chat panel with a revenue growth question and its answer, next to an income statement model
  2. 2

    Review the drivers, assumptions and trade-offs

    • See the key revenue levers, such as new business, expansion, pricing and churn.
    • Compare outcomes across different assumptions in a sensitivity table.
    • Get suggestions for how to model the answer in Drivetrain, such as a what-if scenario.
    Drive AI answer listing revenue levers such as expansion, upsell, pricing and churn, next to an income statement model
  3. 3

    Generate an executive dashboard with a custom command

    • Run a saved custom command from the chat to turn the analysis into a dashboard.
    • Drive AI picks the metrics and builds KPI tiles, trend charts, a P&L bridge and a full P&L table.
    • The command holds your preferred layouts and presentation structure, so each dashboard follows the same format.
    • Adjust the metrics any chart shows, then save the dashboard.
    Generated dashboard comparing a base case with a what-if scenario, with KPI tiles and a revenue trend chart
  4. 4

    Keep dashboards connected to the financial model

    • Charts and tables read from the underlying financial model, so the analysis and reporting stay current.
    • Compare scenarios side by side, for example a base case against a what-if case.
    • Hover over any chart to see the values behind it.
    Dashboard section with a revenue and gross margin chart above a P&L bridge from revenue to net income

How Drivetrain simplifies executive reporting

  • Answer a new question from leadership without building a report from scratch.

  • Keep board dashboards connected to your model, instead of pasting charts into slides.

  • Build executive dashboards in the same place you forecast, not in a separate BI tool.

FAQs

Can Drivetrain build a dashboard from a question in plain English?

Yes. You ask Drive AI a business question, then run a custom command that turns the analysis into a dashboard with KPI tiles, charts and tables.

Can Drivetrain show the drivers behind an answer?

Yes. Drive AI lays out the growth a goal requires, the key levers such as new business, expansion, pricing and churn, and a sensitivity table of outcomes under different assumptions.

Do Drivetrain dashboards stay current when the model changes?

Yes. Dashboards stay connected to the underlying financial model, so the analysis and reporting update along with it.

Can Drivetrain dashboards follow our company's reporting format?

Yes. A custom command can hold your preferred layouts, chart types and presentation structure, and Drive AI applies them each time the command runs.

Can Drivetrain compare scenarios in one dashboard?

Yes. A dashboard can show a base case and a what-if scenario side by side, across KPI tiles, trend charts, a P&L bridge and a full P&L table.

Can we edit a dashboard that Drivetrain generates?

Yes. The dashboard opens in edit mode, so you can adjust the metrics each chart shows, then save or discard your changes.

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