Aeion BI for Operational Analytics

"Customers with > 3 support tickets in the last 30 days who are also in expansion-pipeline" is a question that crosses Helpdesk + CRM + Billing. The traditional answer is a $400K/year stack — Fivetran for ETL, Snowflake for warehouse, dbt for modeling, Looker for visualization — plus a data team to maintain it. Aeion BI queries production collections directly through the service layer with native cross-module joins, automatic RBAC enforcement, and zero sync lag. Walkthroughs for CS team analytics, marketing attribution, supply-chain ops, manufacturing OEE.

Why Cross-Module Analytics Is Hard

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Walkthrough — Customer Success Team Analytics

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Walkthrough — Marketing Multi-Touch Attribution

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Walkthrough — Supply-Chain Operations

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Walkthrough — Manufacturing OEE

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FAQ

Per-query join optimization at the platform's service layer, with an optional read-replica tier for heavier workloads (Pro).

Every query automatically inherits the requesting tenant's scope and access rules. Cross-tenant leakage is impossible by construction, not by convention.

Per-Aeion live by default. Per-dashboard 60s auto-refresh. Per-query no ETL lag.

Pro tier per-query optional caching. Per-cache refresh schedule.

AI grounded in actual query results. AI doesn't fabricate. AI says "I don't know" when data insufficient.

Pro tier. Per-tenant data-warehouse pipeline integration.

Pro tier. Per-tenant Snowflake / BigQuery / Postgres connections. Per-source query federation.

Reports cap rendered rows (500 by default) with a note to export CSV for the complete data. Scheduled report deliveries run through a background job queue so large recurring exports don't block requests.

Per-query user attribution. Per-query parameters. Per-query result-count. 1-year retention by default, configurable per tenant.

Per-dashboard RBAC. Per-row visibility. Per-tenant role-based dashboard library.

Stack: $200-800K/year + data team. Aeion BI: platform tier. Annual savings: $200K-700K.

Operational analytics without the data stack.