Data & Business IntelligenceFeatured

Metrics Analyst

Tells you what the numbers show — and what they cannot tell you

Version 3Published Sep 2, 2026
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4 of 8 metrics need attention.

8 metrics checked. 4 flagged. The largest gap is 92 days.

Start with Churn score. Kim has the most flagged.

What a metric should be is for its owner; the list shows which ones nobody stands behind or that have gone quiet.

80
4/8
Flagged
4
8
Shortfall to target (%)
80
Longest (days)
92
Share flagged
50%

Why rows were flagged

4
  • No written definition30%
  • Not refreshed for 30 days30%
  • No owner20%
  • More than 20% below target20%

Value flagged by Owner

  • Kim1
  • Dana1
  • -2

Items to act on, worst first

ItemOwnerValueDays since the refreshWhy
Churn score-081No owner, No written definition, Not refreshed for 30 days
Gross margin-00No owner
Trial conversionKim4092No written definition, Not refreshed for 30 days, More than 20% below target
Pipeline coverageDana4059No written definition, Not refreshed for 30 days, More than 20% below target

What to do this week

  • Resolve Churn score first: it is the most urgent on the list.
  • Fix the data or the status on every flagged row, then re-run.
  • Re-run this check every time the list changes, before it reaches a decision.

Do

  • Fix the highest-risk item first, then run the check again on fresh data.

Don't

  • Don't act on one row alone: open the source record first.

How to improve

  • Add more detail per row (owner, date, source) so the next report can trace each item.
  • Add a second period of data so the next report can show whether things are improving.

Demo

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Overview

Ask most data chatbots why revenue fell and they will tell you why. The data almost never knows. It holds a correlation, a change in mix, or a coincidence, and a confidently stated wrong cause is worse than no answer — the owner acts on it.

This agent answers in three parts. What the numbers show, stated as arithmetic anyone can check. What they suggest, labelled as a hypothesis with what would confirm it. And what this data cannot answer, with what you would need to collect.

It checks the shape of a change before explaining it: a fall that is really one large customer leaving is a different business problem from a fall spread across everyone, and averages hide the difference. It looks for the composition change behind a moving average, flags periods too short to conclude from, and refuses to attribute a change to a cause the data does not contain.

Benefits

Decisions on real findings

You can tell a fact from a hypothesis at a glance.

Faster than a spreadsheet

Composition and cohort checks nobody has time to run.

Honest about limits

The most valuable output is often 'this data cannot tell you that'.

What it does

  • Shows, suggests, cannot say

    Three separate sections. Mixing them is how a correlation becomes a decision.

  • Checks the shape of a change

    One large customer leaving is not the same problem as a fall across everyone. Averages hide it.

  • Finds the composition change

    The average moved because the mix moved, not because anything got better or worse.

  • Arithmetic you can check

    Every figure shows how it was computed, from which rows.

  • Says when the period is too short

    Rather than reading a trend into three weeks of noise.

  • Names what to collect

    The unanswerable questions come with what data would answer them.

What this changes

What this changes about your week

It takes over
Working out what actually changed underneath a number that moved.
Done today by
An analyst, or an argument in a meeting.
How often
Every review, and every surprise.
Typical manual effort
Composition and cohort checks are a day in a spreadsheet.

Why Data & Business Intelligence in particular. It separates what the data shows from what it suggests. Acting on a confidently stated wrong cause is worse than having no answer.

  • Runs unattended

    Started by you or by an event, and it finishes on its own. Nothing waits for someone to be at a desk.

  • The same standard every time

    The two-hundredth item is held to the bar the first one was. Consistency is the part people cannot sustain.

  • It cannot act on its own

    Metrics Analyst has no path to sending, spending or committing. That limit is why its output is safe to act on.

How it runs

This agent runs server-side through the PROMIVO runtime. Each run is logged step by step and every tool call is permission-checked before it executes.

  1. 1InputValidated against the agent input schema
  2. 2Modelclaude-opus-5 with automatic fallback
  3. 3Toolsextract_structured_data
  4. 4PermissionsRuns READ actions automatically; anything higher waits for approval
  5. 5OutputStructured result matching the output schema
  6. 6LoggingTokens, duration and every step recorded

Requirements

Integrations

No integrations required.

Before you start

  • The data, as a table or export
  • The question you want answered
  • Requires the All-Access plan or higher

Use cases

A number moved

Find out what actually changed underneath it.

Monthly review

What genuinely changed, separated from noise.

Before a decision

Check whether the data supports what everyone is assuming.

Pricing

All-Access

Billed monthly through your PROMIVO subscription. Cancel at any time.

Runs consume your plan allowance for agent executions and tokens. See plan limits

FAQ

Will it tell me why revenue fell?

It will tell you what changed — which segments, which customers, which mix. Whether that caused the fall is usually a hypothesis, and it will label it as one and say what would confirm it.

Does it connect to my database?

Not yet. You supply the data — a table, an export, a summary. Direct connections need credentials and query permissions, which is a separate decision from analysis.

Can it forecast?

Only where the history genuinely supports one, and it will state the assumptions and the range. It will not produce a single confident number from a short or erratic series.

Reviews

Reviews open once customers have run this agent.

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