Dashboard workspace

From exports to decision-ready dashboards—in minutes.

Upload CSV/Excel/TSV/Parquet or connect Google Sheets/SQL. Ask your data questions in chat, turn answers into dashboard tiles, then share one access‑controlled link and schedule updates.

Create dashboard Try sample data See example dashboard

Ask your data in chat.

Get instant explanations for what changed and why.

Turn answers into tiles.

Add charts and tables back to the dashboard with one click.

Share one link.

Invite, revoke, and keep access view‑only.

Schedule updates.

Refresh on a cadence with alerts to email or Slack.

Start with sample data if you don't want to upload anything yet.

Before → After

Drag to see what ClairInsights generates from the same dataset.

After: generated dashboard with KPIs, charts, and drilldowns

Same source. Clean KPIs, filters, charts, and drilldowns.

Ask in chat

Explore changes, find drivers, and add widgets back to the dashboard.

What changed this week? Show winners and losers. What's driving spend?

Example: Spend increased WoW, driven mostly by Paid Search in DACH. ROAS held steady because revenue rose with sessions.

See chat + remix workflows →

Security & privacy

Personal info auto-redacted Encrypted storage Access-controlled sharing No raw rows during planning

Security overview →

What you get

A complete workspace—generated fast, reviewed before it reaches stakeholders.

Build from messy exports, validate with drilldowns, explain changes in chat, then share and automate.

Explain changes fast

Ask focused questions and keep answers scoped to your current filters.

Use "Using current dashboard filters" to keep context tight.
Tool cards show query state + duration for each action.

Validate numbers with drilldowns

KPIs, trends, breakdowns, and drilldown tables generated from one source.

Audit anomalies without leaving the dashboard.
Reset filters incrementally to isolate constraints.

Turn answers into dashboard tiles

When chat suggests a chart or table, add it directly to the dashboard.

Use "Add to dashboard" to persist a widget.
Keep the workspace clean by hiding or deleting tiles.

Operate with connectors + refresh

Connect governed sources and run reliable refresh workflows.

Postgres, MySQL, and SQL Server connectors.
Google Sheets connectors + schedules + notifications.

How it works

A workflow that turns raw data into decisions.

Connect data, describe the outcome you need, and get a dashboard that's ready to review and share.

Step 1

Connect your data.

Upload a file or connect a source like Google Sheets or SQL.

Step 2

Describe the goal.

Write one sentence about the decision the dashboard should support.

Step 3

Get decision-ready insights.

Review KPIs and drilldowns, ask “what changed?” in chat, then share one link.

Exports

Export PDF for static reporting. Use HTML export for portable sharing.

Refresh

Run now or schedule recurring refreshes with timezone settings. Route alerts to email or Slack webhook.

Review in the app

Keep control over what gets shared.

Dashboards are generated quickly, then refined in a proper workspace so teams can validate structure before sharing.

Dashboard workspace with filters, charts, and tables

Filter controls KPI cards Chart actions Share links + view-only access Refresh + report settings

Templates

Start with a proven dashboard shape.

Pick a template, connect data, then remix without breaking the original.

Marketing performance

ROAS trend by week
Spend vs revenue by campaign
Winners/losers by portfolio, campaign, or SKU

Why it matters: Spot wasted budget quickly and reallocate spend to what's working.

Open template →

Ecommerce operations

On-hand vs forecast by SKU
Late deliveries by supplier
Exceptions and outliers that need attention

Why it matters: Prevent stockouts and catch bottlenecks before they escalate.

Open template →

Finance and planning

Run-rate vs monthly target
Gross margin by channel
Budget variance explanations (with drilldowns)

Why it matters: Give leadership a shared view for faster decisions.

Open template →

Security & privacy

Privacy-first by design.

Designed for teams working with sensitive operational data—without forcing a BI migration.

✓ Automatic removal of personal information (PII) before analysis workflows.
✓ Encrypted storage for uploaded data and generated artifacts.
✓ Planning uses schema + safe metadata only (no raw rows during planning).
✓ Access-controlled sharing (invite, revoke, view-only).

Security details (quick)

PII redaction uses Microsoft Presidio.
Data is encrypted at rest using KMS-managed keys.

If you need deeper compliance info, email security@clairinsights.com.

Need security or compliance info?

Email our team. We don't need raw data to help—share only what's necessary.

Read docs →

What happens to my data?

Support

Questions about setup, connectors, security, or billing?

Contact →

Pricing

Credits that scale with your workflow.

Every dashboard generation and dashboard edit uses one credit. Pick a monthly plan and add extra credit packs when needed.

1 dashboard generation or 1 dashboard edit = 1 credit

Free

3 credits / month

Includes 2 dashboard builds and 1 edit every month.

2 dashboard builds included
1 dashboard edit included
Email support

Get started

Pro

Team

$199/month

100 credits / month

Built for teams running dashboard workflows at production volume.

100 credits / month
Team-ready workflows
Fastest support routing

Choose Team

What a "typical month" looks like

3–8 dashboard generations for new views and variants
5–15 edits as questions evolve
Existing dashboards stay available even when credits run out—only new generation/edit actions are blocked.

FAQ

Answers to common onboarding questions.

If you're evaluating ClairInsights, these are the questions that matter.

Create your first ClairInsights dashboard today.

Upload one dataset, describe your goal, and move from raw exports to a dashboard + answers.

No credit card required to try. Free plan available.

Create dashboard Try sample data See example dashboard