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CEO AI Alert Dashboard (Beta)

CEO AI Alert Dashboard (Beta)

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AI Beta DataXcel Executive
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Implementation in: 1-2 Weeks. 

Beta — Only 5 Spots

CEO AI Alert Dashboard

Stop flying blind with static reports that are three weeks old. Get an AI-powered financial briefing that tells you exactly what needs your attention right now.

What Is It?

The CEO AI Alert Dashboard is an interactive, AI-powered financial briefing tool. Instead of you digging through spreadsheets, Anthropic’s Claude AI scans your live Sage 100 SQL data, calculates urgency scores, and surfaces the issues that matter most across 10 critical financial domains.

Accounts Receivable
Accounts Payable
Over/Under Billing
Project Management
Budget vs. Actuals
Balance Sheet
Income Statement
Cash Flow
Backlog
Labor & Productivity

How It Works

1
Interactive Alerts
“Ignore” or “Snooze” items to clean up your view. Focus only on what matters.
2
Deep Dives
Click any alert to see the exact invoice details, cost breakdowns, or job-level data behind it.
3
Direct Action
Each alert links you straight to the specific Metabase dashboard you need to fix the problem.
Free Beta Access

The Offer: Free Dashboard + 30-Minute 1-on-1 Training

We’re looking for 5 beta testers to get early access to the CEO AI Alert Dashboard. If you’re one of the first 5 to grab a spot, you’ll get:

  • Free access to the CEO AI Alert Dashboard on your live data
  • A 30-minute 1-on-1 training session showing you exactly how to use it to find “hidden” cash in your business

Training Session: Friday, April 17th at 1:00 PM MST

You must be able to attend this session to claim your spot.

Only 5 spots available. When they’re gone, they’re gone.

Try it live — no login required

Explore a live demo of the CEO AI Alert Dashboard using real sample data. Filters, charts, and drilldowns all work — no account needed.

Open Live Demo →

Also this week: Don’t miss our regular DataXcel Customer Q&A and Updates — Thursday, April 16th at 1:30 PM MST. New features and your implementation questions answered.