Aeion BI for Executive Dashboards & KPI Reporting
Executive teams operate on KPIs (MRR, NRR, CAC, payback, runway, NPS) that no off-the-shelf BI tool knows about and no spreadsheet pipeline can keep current. CFOs spend 1-3 days/week assembling weekly board decks from Salesforce + QuickBooks + HubSpot + Stripe exports. Tableau ($75-150K/year) + ChartHop ($30-100K/year) + Cube ($20-80K/year) + manual analyst time sprawl across $100-400K+/year. Aeion BI delivers cross-module executive dashboards live against operational data — revenue waterfall, pipeline by stage, runway, NRR, CSAT, support efficiency — with weekly scheduled PDF report delivery, branded for the board.
What Executive Reporting Demands
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Walkthrough — Series B SaaS CEO Weekly
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Walkthrough — CFO Monthly Close + Board Deck
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Walkthrough — VP Sales Pipeline & Forecast
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FAQ
Per-report PDF branding — logo, company name, custom header/footer, page size, and orientation. Assemble the branded report PDFs into the board deck.
Calculated fields + custom metrics. Per-tenant metric library. Per-metric formula evaluator.
Per-AE RBAC scope (own deals + team aggregates). Per-AE dashboard variants.
Live by default. Dashboard refresh every 60s when viewed. Pro tier materialized views for high-cardinality.
Per-dashboard responsive. Per-tenant Aeion mobile app. Per-dashboard mobile-optimized layout.
Per-metric threshold + percentage-change conditions. Per-anomaly notification + AI explanation.
Pro tier external data sources (Snowflake / BigQuery / Postgres). Per-source query federation.
Per-member signed-link portal. Per-member access log. Per-member download tracking.
Per-period CFO approval workflow. Per-period lock prevents retro changes. Per-period audit trail.
AI grounded in actual underlying data (no hallucination). AI says "I don't know" when data doesn't support explanation.
Tableau $75-150K + Looker $50-200K = $125-350K/year. Aeion BI: platform tier. Annual savings: $100-330K.