Revenue and utilization, live.
Helm Analytics is the reporting layer inside the Helm platform. A configurable dashboard, business health scoring with issue detection, deal and invoice stats, time summaries by project, and detailed form analytics. Data is live. No data warehouse setup, no BI tool to configure. Agents can answer ad-hoc questions directly.
Built into the platform. No add-ons, no integrations, no per-feature pricing.
Add, remove, and rearrange widgets. Different widgets for different roles. Reset the layout when you want a fresh start.
A rolling health score for your workspace with issue detection ranked critical, high, medium, and low. Powered by agent runs against your real data.
Deal counts and values by stage. Know what is actually in the pipeline, not what someone thinks is in the pipeline.
Totals by status: draft, open, partially paid, paid. See what is outstanding and how old the receivables are.
Total hours by project and by task type for any time range. See where the week actually went.
Total submissions, conversion rate, task creation rate, device breakdown, geos, and top completed fields per form.
Set Analytics up once. The rest of the platform uses it forever. One data layer, no sync, no glue scripts.
Deal stats roll up pipeline value, won deals, and stage distribution.
Invoice stats show totals by status. Outstanding balances visible in one place.
Time summaries roll hours up by project and task type for any time range.
Per-form conversion analytics live on each form. Aggregate views on the dashboard.
Open the dashboard. Pick the widgets that matter for your role. Deal stats, invoice totals, time summaries, form analytics. Data is live against the real records. There is no ETL, no data warehouse, no separate BI tool.
Business Health scores the workspace and flags issues ranked by severity. Agents run against the real data, see what is drifting, and surface it: overdue invoices, stale deals, projects eating hours, forms with low conversion. Reports that tell you what to do, not just what happened.
Pre-built reports cover the common questions. For everything else, ask an agent. Because agents run on the same data as your dashboard, they can pull 'unbilled hours this month by client' or 'close rate on deals sourced from form X in Q1' without a separate analytics query to write.
A BI tool you have to configure. A data warehouse to keep in sync. Every question is a ticket for a data person or a CSV export reconciled in a spreadsheet. Insights come a week after you needed them.
Live dashboard on the real records. Business Health that flags issues. Agents that answer ad-hoc questions on demand. The data is fresh because there's no sync between the operational system and the analytics one.
You're planning capacity for next month.
Open the dashboard. See unbilled hours, open deals, outstanding invoices. Ask an agent for a utilization breakdown by team.
Business Health flags critical issues.
Review the top items: three overdue invoices, two stale deals, one project over budget. Assign agents to follow up on each.
A form's conversion dropped this week.
Open the form analytics. Compare to last week. See which step is dropping off. Adjust the field or the copy.
You want to know revenue by client this quarter.
Ask your agent. It queries invoices filtered to paid status for the quarter, grouped by account. Answer in seconds.
AI staff with scoped access, configurable autonomy, and the same data your team uses.
Helm Analytics is built into the operational platform, so data is live and every widget queries the source of truth. A BI tool sits downstream of an ETL or a data warehouse, which adds lag and setup. For shared, templated operational reports, Helm is faster to set up. For truly custom analytics, agents answer ad-hoc questions without writing SQL.
Today, the dashboard is configurable with predefined widgets. Custom report building (arbitrary filters, groupings, and visualizations) is partial and expanding. For ad-hoc questions today, ask an agent; it queries the real data and answers in plain English.
Form analytics supports time-range selection today. Period-over-period comparison on the main dashboard is on the roadmap. Agents can answer comparison questions by querying both periods on demand.
CSV and PDF export are on the roadmap. Today, agents can summarize reports into email or Slack posts directly, bypassing the export step.
Yes. Widgets query the operational database directly. No nightly refresh, no ETL lag. Form analytics includes aggregated daily rollups for long-range trends.
Every app included. Agents come standard. Per-workspace pricing, no per-seat tax.
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