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.
What You Get
Section titled “What You Get”- 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
Slash Commands
Section titled “Slash Commands”Type /analytics in Slack followed by a subcommand:
| Command | What It Does |
|---|---|
/analytics utilisation | Current billable utilisation across the org |
/analytics deals | Commercial pipeline summary — open deals, weighted value, close dates |
/analytics budget | Projects approaching or exceeding budget thresholds |
/analytics retention | Retention risk signals across the team |
/analytics digest | Trigger the full weekly digest right now |
/analytics ask <question> | Ask a business question and get an AI-powered answer |
Examples
Section titled “Examples”/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?Weekly Digest
Section titled “Weekly Digest”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.
Daily Checks
Section titled “Daily Checks”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.
Data Sources
Section titled “Data Sources”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