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MissionInsights

Ask your data a question. Get a chart back.

MissionInsights connects to your databases and documents and answers questions in plain language: a table, a chart, a written insight, each one with the data behind it. No SQL required.

  • No SQL required
  • Charts and dashboards
  • Document chat
  • Your own database

Illustration of MissionInsights Copilot answering a question about department spending with a chart and a written insight, with options to copy the answer or show the SQL behind it.

CopilotFinance

Which departments went over their Q2 budget, and by how much?

Three of eleven departments went over their Q2 budget. Facilities is furthest over:

Q2 spend against budget, over-budget departments

  • Facilities118%
  • Field operations109%
  • Training104%

Insight: Facilities overspend is concentrated in maintenance contracts renewed in May. The other eight departments are under budget by 3 to 12%.

CopyShow SQL

Ask Copilot…

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Questions in plain language

Type the question the way you would ask a colleague. MissionInsights writes the query, runs it against your data and answers with the right kind of chart.

Illustration of the insights panel for a chart: an executive summary, key findings and data trends, with the table the answer came from.

Insights

Q2 spend against budget

Just now

Executive summary

Spending is within budget overall at 97%, with three departments over and maintenance contracts driving most of the variance.

Key findings

  • HighFacilities maintenance contracts up 31% on Q1.
  • MediumField operations overtime rose in June.

Data trends

Monthly spend has climbed four months running in Facilities and is flat elsewhere.

From the expenses table, 48,210 rowsShow table
  • Plain-language questions

    Ask in ordinary words. Copilot turns the question into a query against your connected data and answers from the result, not from a guess.

  • Charts chosen automatically

    A bar, line or pie chart, or a single number, picked to fit the answer.

  • AI-powered insights

    For any chart or widget: an executive summary, key findings ranked by importance, and the trends in the data.

  • Answers you can check

    Every answer comes with the table it was worked out from. Admins can open the exact query behind any number.

  • Document chat

    Upload PDFs and Word documents and ask across them. Answers name the documents they came from.

  • Copilot does the busywork

    Ask it to save a question, turn an answer into a widget or describe a column. It proposes the change and you confirm it.

Dashboards

Pin the answers you keep

The questions you ask every week become dashboards. Numbers, charts, custom tables and reports sit on a grid you arrange by dragging, grouped by category.

Illustration of a MissionInsights dashboard: two widgets, a custom table and a report on a grid.

Finance overview

Finance, opened 2 h ago

Summary

Spend by month

  • Apr$1.9M
  • May$2.4M
  • Jun$2.1M

Budget used

97%

of $6.6M through Q2

Over-budget departments

Custom table, 3 rows
DepartmentBudgetSpent
Facilities$820K$968K
Field operations$1.1M$1.2M

Q2 budget report

Runs with the latest data each time

Run report
  • Dashboards by category

    Each dashboard has a category and a description. Home shows what you opened recently and lets you browse the rest.

  • Widgets and charts

    Drag widgets into place on the grid, resize them, and give a widget tabs when one question has several answers.

  • Custom tables

    Build tables from the fields you need, then search and filter them right on the dashboard.

  • Custom reports

    Save a report once and run it with current data every time.

  • Dynamic tables

    Multi-level tables for data that nests: programs under portfolios, line items under contracts.

Your data

Connected, documented, yours

MissionInsights runs against your own database, or against spreadsheets you import. Nothing is pooled with anyone else's.

Illustration of the settings screens: connected tables, an Excel import, the data dictionary, documents and roles.

Settings

Finance office, its own database

SQL Server
  • Data browser14 tables, 48,210 expense records
  • Excel importvendor_contracts.xlsx, 1,204 rowsDone
  • Data dictionary14 of 14 tables described
  • Documents36 ready for Copilot
  • Users and rolesAdmin, Analyst, Viewer
  • Your own database

    Each organization has its own database, PostgreSQL or SQL Server. Nothing is pooled.

  • Excel import

    Bring a spreadsheet in and it becomes a table you can ask questions of.

  • Data dictionary

    Describe what tables and columns mean, in your own terms, so Copilot and your analysts agree on what a column means.

  • Documents

    Upload the guidance, policies and reports your team relies on, and Copilot can answer from them too.

  • Users and roles

    Give each role the dashboards it needs. People only see what their role allows.

  • One sign-in for every organization

    People sign in once at missioninsights.ai and switch between the organizations they belong to.

Where it fits

For any team that answers questions from data and is tired of waiting for someone to write the query.

  • Finance and budget offices

    Spend against budget, variance by department, the contracts behind the variance.

  • Program and operations teams

    Throughput, backlog and performance by unit, asked as they come up.

  • IT portfolio owners

    Systems, components and investments by category, on dashboards each stakeholder group can read.

  • Leadership

    A dashboard of the questions that get asked every week, current whenever it is opened.

Bring us a question you cannot get answered