Opening proof path
SIRJ is loading the workspace, connector, or public page with the same proof path intact: ad spend, lead, booked job, invoice, paid.
See how SIRJ drafts dashboard structure from connected source capability, card eligibility, metric definitions, next-source gaps, and cited revenue proof.
Buyer answers
These answers explain what SIRJ can draft, what evidence it checks first, and where the generated board stays bounded by source data.
It creates a dashboard blueprint: which cards are eligible, which source tables can be shown, which Ask Data prompts make sense, which next source would improve the board, and which claims should stay hidden until more evidence exists.
A buyer sees how the first board will be assembled before trusting a generated dashboard or report.
Follow the proof pathA revenue dashboard can only show supported metrics. Spend can unlock ad and campaign views, leads can unlock source and form rows, revenue can unlock revenue cards, and spend plus revenue can unlock ROAS.
The generated board does not imply a source is ready when the connected stack cannot support it yet.
Follow the proof pathDashboard generation reads scoped connections and normalized records, then routes unsupported or incomplete paths to readiness, source-health, and validation states instead of creating a confident chart.
The product treats missing data as a setup state, not a copywriting problem, so a buyer can see what proof is still missing.
Follow the proof pathThe same dashboard context feeds cited Ask Data answers, report snapshots, weekly insights, branded exports, and source-lineage routes, so generated dashboard structure carries forward into client-ready output.
The generated board becomes useful when it reduces reporting work without breaking the proof path.
Follow the proof pathBuild path
SIRJ turns connected records into an eligible dashboard surface, then points the team toward the missing source that would improve proof.
| Step | What happens | User-visible proof |
|---|---|---|
| Read the source stack | The builder starts from connected providers, selected resources, source health, tenant scope, and the event types each connector can produce. | The buyer sees connected sources, missing setup, sync state, and imported-record expectations before dashboard cards are trusted. |
| Infer card eligibility | SIRJ maps spend, lead, deal, payment, communication, form, CRM, and operations evidence to the dashboard cards and tables the workspace has earned. | Unsupported cards stay hidden or are explained as missing capability rather than appearing with empty or guessed values. |
| Draft prompts and next gap | The builder creates suggested Ask Data prompts from the supported source stack and names the next missing source that would make the board more useful. | The dashboard shows suggested questions and next-source guidance beside the metric surface. |
| Prepare for human review | The draft is kept reviewable through metric definitions, source health, validation gates, dashboard rationale, report snapshots, and visible unsupported states. | The account team can inspect what the board says, why it says it, and what is not safe to send yet. |
Guardrails
AI assistance improves perceived value only when it reduces labor without making the platform overconfident.
SIRJ ties dashboard cards to event types, source categories, scoped records, and metric definitions before they become visible proof.
Dashboard generation carries active account, client, date range, and scoped event filters into the board and downstream reporting path.
Ask Data prompts come from supported dashboard context, while unsupported questions return bounded explanations instead of invented analysis.
The review loop routes generated dashboards through validation, source-health, report, and export checks before client-facing delivery.
FAQ
No. SIRJ starts from connected sources and source capability. The prompt experience can help guide the user, but the board is constrained by what the workspace can prove.
Yes. It can create a partial board that shows supported cards and next requirements, while keeping unsupported revenue claims hidden or clearly marked as missing evidence.
No. SIRJ reduces setup and reporting labor, but the account team still reviews source health, unsupported states, report output, and client context before sending proof.
Broad AI dashboard tools often start with visualization intent. SIRJ starts with revenue attribution evidence: source records, metric rules, card eligibility, and client-ready proof paths.
Ready when the numbers need to hold up
Open the demo to see the dashboard surface, or review the human loop that keeps generated reporting client-ready.