VISUAL INTELLIGENCE - KPIs and automation
All your business metrics in one trusted view
Any KPI from any source across your business
Put a target on the ones you want to track
Send KPIs to those who need them
PULSE
Send your KPIs to anyone on a schedule that suits them
Pick the metrics and the cadence, then choose who gets them: your team, your board, your agency. Numbers arrive in their inbox daily, weekly or monthly and against targets.
Inside or outside your business
Colleagues, board, agency, investors - no Dashworx seat is required to receive a Pulse.
Email automation
Send to one address and split recipients across separate Pulses.
Daily, weekly or monthly
Pick the send cadence and the comparison window - previous period or previous year.
AI writes the movement
Every Pulse arrives with insights already written, so you get the story, not just the numbers.
DETAIL ON DEMAND
Drill down for deeper understanding
Most days the headline number is enough. When it is not, open the KPI and see which parts of the business are carrying it and which are dragging - channel, campaign, country, product or device - without asking anyone to build you a report.
You decide where to put the next pound as the month is unfolding, not after.
Channel
Campaign
Country
Product
Device
COST
£154,363.66
15.8%
Breakdown: Channel
CHANNEL
COST
% OF TOTAL
VS PREV.
Meta Ads
£68,394.12
44.3%
50.3%
Google Ads
£41,208.55
26.7%
12.4%
TikTok Ads
£18,660.40
12.1%
144.8%
Amazon Ads
£14,332.19
9.3%
5.7%
Klaviyo
£11,768.40
7.6%
8.2%
Showing top 5 of 9 · sorted by cost
Any business metric
from the data sources you use daily
Create your own
Build your own KPIs
Got a specific use case that isn’t listed? No problem. You can build your own KPI inside Dashworx, it just takes a couple of clicks and appears on your page for you to track and share with your team.
Examples
Prospecting Spend
US Revenue
Repeat Customer Revenue
Prospecting Spend
When
Campaign objective
exactly matches
Prospecting
Then
Sum
of
Ad spend
On your KPI page
Prospecting Spend
6.2%
£38,420
Ahead of target · budget cap £42,000
Blended across sources
Meta Ads
Google Ads
+ 700 more
Top-of-funnel spend pulled straight out of Meta and Google campaign objectives
Infinite KPIs to choose from
700+ native connectors plus any API. Blended metrics update as sources refresh.
Period comparisons
Previous period and previous year on every metric, with absolute and percentage movement.
Targets and pacing
A target on every KPI, measured against required pace, with alerts when it drifts off.
Dimension drill-down
Break down by channel, campaign, product, region or any custom dimension in your data.
Shared definitions
Formula, owner and sources documented in the Glossary. One version of the truth, workspace-wide.
Enterprise-grade access
Role-based permissions decide who sees which KPIs, and who receives which Pulse.
Ready for full performance visibility?
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