AI-Assisted Creation
You describe
“Gross margin by product line, this year vs last.”
AI agent creates
1 metric · 1 graph · ready to refine
Product / Analytics
Leave outdated visuals behind. Create metrics, graphs, and modern dashboards with AI agents—or build them yourself in an intuitive workspace designed to bring your business performance into focus.
Genius Analytics agent
Genius · Waiting for your request
Your dashboards should make information clear, engaging, and easy to explore. Genius Analytics brings metric creation, customizable graphs, and interactive dashboards together in one connected experience.
Work with AI agents to develop your analysis, take control of each element yourself, or combine both approaches throughout the process.
If you know Power BI, you’ll love what comes next.
Familiar concepts—metrics, relationships, filters, and visualizations—come together in a modern workspace with AI assistance built into the creation experience.
Key capabilities
You describe
“Gross margin by product line, this year vs last.”
AI agent creates
1 metric · 1 graph · ready to refine
Metric
Gross margin % = (Revenue − COGS) / Revenue
Used in
Genius AnalyticsYour existing project
Sales Performance.pbix
Now in Genius Analytics
How it works
STEP 01
Define what you want to understand.
STEP 02
Create your metrics.
STEP 03
Build and customize your graphs.
STEP 04
Bring everything into a dashboard.
Explore a dashboard
Executive View
Meridian Holdings · FY26 · 14 entities
Revenue
$1.42B
EBITDA
$284M
Free cash flow
$96.4M
Gross margin
38.6%
Revenue vs plan ($M)
RevenuePlanRevenue by segment
Performance by business unit
FY26 YTD · 8 business units · 14 entities
| Business unit | Revenue | vs plan | vs LY | Gross margin | EBITDA | EBITDA % | Trend | Free cash flow |
|---|---|---|---|---|---|---|---|---|
| Industrial — North | $318.5M | +8.1% | +12.4% | 41.2% | $72.4M | 22.7% | $27.9M | |
| Distribution — EMEA | $268.9M | +11.3% | +15.9% | 36.1% | $58.7M | 21.8% | $21.4M | |
| Industrial — Southeast | $211.4M | −2.4% | +1.7% | 33.8% | $31.9M | 15.1% | $3.2M | |
| Industrial — Midwest | $164.9M | +3.6% | +7.2% | 37.9% | $34.2M | 20.7% | $11.8M | |
| Retail — Direct | $143.2M | +4.7% | +6.1% | 44.9% | $33.5M | 23.4% | $12.6M | |
| Services — Global | $142.1M | +1.9% | +4.2% | 39.4% | $25.5M | 18.0% | $9.7M | |
| Distribution — LATAM | $97.4M | +6.8% | +9.3% | 35.4% | $16.9M | 17.4% | $6.1M | |
| Retail — Marketplace | $71.5M | −1.3% | +18.6% | 39.7% | $11.1M | 15.5% | $3.7M | |
| Total | $1,417.9M | +6.4% | +9.8% | 38.6% | $284.2M | 20.0% | $96.4M |
Top risk
Tier-1 supplier slippage
Late deliveries at 3 plants · $22.6M revenue exposed
Top opportunity
Retail price discipline
+120bp margin · $8.6M annualised
Overnight by Genius
327 workflows completed
4 entities reconciled · board pack 80% ready
Business benefits
Present information through thoughtful layouts and readable graphs.
Move between AI assistance and manual development as your project requires.
Use shared metrics across different analytical views.
Give teams dashboards they can explore to answer their business questions.
Fully Managed
We run the platform for you. Your team just uses the intelligence.
Implementation, integration, configuration and ongoing management, all handled by Genius Lab.
Connected to Genius
Genius Analytics builds on the prepared datasets from Data Manager and the business understanding connected through Genius Cortex.
AI Agents support the creation and interpretation of your analysis, while AI Reports bring selected metrics and graphs into executive reporting.
Your dashboards become part of a connected environment for understanding performance and supporting decisions.
Genius Platform
Integrate · Prepare · Understand · Act
Create modern analytics with the flexibility to build it yourself, work with AI agents, or combine both.