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Analytics Agent

The Analytics Agent surfaces key business metrics — billable utilisation, deal pipeline health, budget burn, and retention signals — so leadership can make informed decisions without digging through dashboards.

  • Weekly digest posted to Slack every Monday with key metrics across the business
  • Daily data checks scanning for anomalies and threshold breaches
  • On-demand reports for utilisation, deals, budgets, and retention
  • AI-powered Q&A — ask anything about business performance in plain English

Type /analytics in Slack followed by a subcommand:

CommandWhat It Does
/analytics utilisationCurrent billable utilisation across the org
/analytics dealsCommercial pipeline summary — open deals, weighted value, close dates
/analytics budgetProjects approaching or exceeding budget thresholds
/analytics retentionRetention risk signals across the team
/analytics digestTrigger the full weekly digest right now
/analytics ask <question>Ask a business question and get an AI-powered answer
/analytics utilisation
/analytics ask Which projects are most at risk of going over budget?
/analytics ask How does this month's pipeline compare to last month?

Every Monday morning, the agent posts a comprehensive business digest covering:

  • Billable hours — org-wide and per-squad utilisation trends
  • Deal pipeline — open deals, weighted revenue, expected close dates
  • Budget alerts — projects approaching or over budget
  • Retention risks — signals that may indicate team health issues

The digest is designed to give executives and heads a complete picture in one Slack message.

Each morning, the agent runs automated scans for:

  • Capacity anomalies (sudden drops or spikes)
  • Budget thresholds crossed
  • Pipeline changes (deals won, lost, or stalled)

Issues are surfaced as Slack alerts so the team can act quickly.

The agent pulls data from:

  • Nucleus — people, projects, deals, budgets, allocations, scorecards
  • Productive — time entries, billable hours, budget actuals
  • Claude — natural language analysis and Q&A