The platform

Every signal.One clear picture.

From fragmented systems to connected intelligence, VANTAGE gives your organization a clearer understanding of what matters.

Command viewNORTHWIND GROUP · FY2614 SOURCES IN SYNC

Net revenue · TTM

$46.0M

▲ 8.4% YoY

Gross margin

41.7%

▲ 1.2 pts

NRR

112%

▲ 3 pts

Pipeline coverage

3.4×

Target 3.0×

Cash conversion

87%

▼ 2 pts

Revenue vs plan, with projected range

$M · MONTHLY

OCT ’25JANAPRJULOCT ’26MAR ’27

Signals

EMEA renewals at risk: 6 accounts, $1.2M ARR
APAC mid-market pipeline up 14.2% this month
Freight cost per order rising in Rotterdam

Next scheduled report

Q3 Board Pack

MON 07:00 UTC · 9 RECIPIENTS · PDF

01 — UNIFIED ANALYTICS

One set of numbers the whole company trusts.

Every metric in VANTAGE resolves to a single governed definition. Revenue means the same thing in the board pack, the regional review, and the sales forecast — because it is the same number.

Certified metric library
320+ DEFINITIONS
Drill from total to transaction
5 LEVELS
Role-aware dashboards
PER TEAM

Revenue · TTM

$58.4M

▲ 9.6% YoY

Operating margin

17.9%

▲ 1.4 pts

Active customers

2,184

▲ 212 net new

Revenue by business unit, quarterly

Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

02 — PREDICTIVE INTELLIGENCE

Know the range, not just the guess.

Forecasts in VANTAGE come with honest confidence ranges and named assumptions. Compare scenarios, widen or narrow the interval, and see exactly what would have to be true for each outcome.

SCENARIOS
CONFIDENCE
$6M$5M$4MTODAY
JAN ’26APRJULOCTJAN ’27MAR ’27

PROJECTED REVENUE · NOV ’26 – MAR ’27

Base$20.6M

80% RANGE $19.9M – $21.3M

Current win rates and pricing hold; churn stays near 6%.

Upside$22.1M

80% RANGE $21.3M – $22.9M

Enterprise win rate rises 3 points as the Q4 pricing change lands.

Downside$18.9M

80% RANGE $18.2M – $19.6M

EMEA renewals slip and freight costs remain elevated.

03 — AUTOMATED REPORTING

The board pack that builds itself.

Assemble a report once from live, governed metrics. VANTAGE refreshes it, formats it, and delivers it on schedule — so the first hour of every review is spent deciding, not reconciling.

01 · SECTIONS

Q3 Board Pack

NORTHWIND GROUP · OCT 20, 2026

01 · EXECUTIVE SUMMARY

02 · REVENUE PERFORMANCE

03 · PIPELINE & FORECAST

04 · RISKS & SIGNALS

4 SECTIONS · AUTO-GENERATED FROM CERTIFIED METRICS

02 · SCHEDULE

03 · RECIPIENTS

Executive teamBoard of directorsfinance@northwind.example

04 · FORMAT

04 — CONNECTED DATA

Every system, mapped to one model of your business.

The coverage matrix shows which systems contribute to each business entity. Hover a system or entity to trace where its data flows.

Coverage matrix · 8 sources × 7 entities

SOURCECustomersOrdersRevenuePipelineInventorySpendWebLAST SYNC
Salesforce CRM2 min ago
NetSuite ERP6 min ago
Stripe BillingReal time
HubSpot Marketing9 min ago
Shopify CommerceReal time
Google Analytics Web38 min ago
Snowflake Warehouse14 min ago
Workday HR1 hr ago

Sync activity

LIVE

    4.94M RECORDS · 99.2% MATCHED · 0 FAILED JOBS

    05 — ENTERPRISE SECURITY

    Governed by design.

    Clarity only matters if the right people see the right data. VANTAGE applies access policies at the level of the metric, the row, and the field — and records every action taken.

    ACCESS POLICY · EXAMPLE

    policy "emea_finance_view" role finance.analyst scope region = "EMEA" mask customer.email, customer.phone export pdf, xlsx audit enabled
    01Role-based access
    Define who can see which dashboards, datasets, and metrics. Permissions follow people as their roles change.
    02Row- and field-level controls
    Restrict data by region, business unit, or customer, and mask sensitive fields without duplicating dashboards.
    03Single sign-on
    Authenticate through your identity provider using SAML or OpenID Connect, with automated user provisioning.
    04Complete audit trail
    Every query, export, and permission change is recorded with who, what, and when.
    05Encryption throughout
    Data is encrypted in transit and at rest. Credentials for connected systems are held in an isolated vault.
    06Residency and retention
    Choose where your data is processed and set retention policies that match your obligations.

    Detailed security documentation and questionnaire responses are shared with organizations during evaluation. Ask your product specialist for the materials your review requires.

    INTERACTIVE · TRY IT

    Explore the workspace.

    A working simulation with sample data. Switch views, change the date range, filter by region or segment, and hover the chart for detail.

    SEP 20 – OCT 20

    Revenue

    $4.8M

    ▲ 9.4% vs prior

    Gross margin

    42.6%

    ▼ 0.2 pts vs prior

    Active customers

    2,258

    ▲ 8.1% vs prior

    Forecast attainment

    93.5%

    ▲ 0.1 pts vs prior

    Revenue · 30D

    THIS PERIODPRIOR PERIOD
    $244.0K$214.7K$185.3K$155.9K
    Sep 20Sep 26Oct 1Oct 8Oct 13Oct 20

    Revenue by region

    North America$2.4M · 49%
    EMEA$1.3M · 28%
    APAC$738.5K · 15%
    LATAM$370.4K · 8%

    INSIGHTRevenue is ahead of the prior period (▲ 9.4%). North America contributes the largest share.

    Front-end simulation with generated sample data. No analytics backend is connected.

    06See it live

    See thefull picture.

    A product specialist will walk you through VANTAGE using scenarios from your industry.

    Request a Demo