Analytics

What it does

Revenue, new company sign-ups, DAU, and more: this feature turns the numbers your organization tracks into a dashboard and refreshes it automatically every morning. You don't assemble dashboards or charts on screen; you ask the AI to build them from "Ask AI."

To open it, go to "More" (the left sidebar on desktop, the bar at the bottom of the screen on mobile) → "Analytics" in "Other features." On mobile, you can also open it from the menu (≡) at the top left. If you use it often, pin it in "Other features," and on desktop you can open it right away from the left sidebar. The "?" next to "Analytics" at the top of the page lets you watch the concept tour any time.

How it works (3 layers)

Under the hood there are three layers. Because the counting method and the source are set in advance as a KPI definition, the numbers are counted the same way no matter who updates them.

The ones that gather and enter the numbers are MCP-connected AI agents like Claude Code and Codex. The AI builds a morning routine that matches the update contract, then gathers the data and enters the numbers every morning. Because the source data and the runner are kept, you can also tell who updated it and when. For numbers that can be calculated from other KPI definitions, make them a formula-based KPI definition and Addness calculates them every morning (→ Formula-based KPI definitions).

Getting started (4 steps)

At the top of the Dashboard tab, a step guide appears based on your progress. Pressing "Ask AI" in the guide creates an instruction for the current step. Hand it to your AI with "Open in Claude Code," "Open in Codex," "Open in ChatGPT," or "Copy instruction."

1. Decide the dashboard you want with the AI: Tell your AI the numbers you want to see, and your first dashboard appears here
2. Build the contents: List the numbers you need, create KPI definitions, and lay them out as widgets
3. Pull in the data: Gather data from the source and enter the numbers
4. It refreshes daily: You're done once the morning refresh routine starts running

When there's no dashboard yet, it shows "No dashboards yet. Create one from Claude Code via MCP and it will appear here."

Screen layout

There are three tabs: "Dashboard," "KPI definitions," and "KPI tree." On Dashboard and KPI definitions, you can use "Search by name," "Filter" (owner, freshness, "Include archived"), sorting, and filtering by tag. You can also browse by folder in the left column. From "Ask AI" in the toolbar, you can create requests such as creating or fixing dashboards and KPI definitions, or organizing them into folders.

Dashboard

Card and chart widgets are laid out here. On charts you can switch the period (last 7 / 30 / 90 days, this month, last month, this year, or a custom range on the calendar) and the granularity (Daily / Weekly / Monthly / Yearly). Granularities finer than how often values are entered don't appear in the list, so for a KPI definition that gets a value only once a month, you can choose only Monthly and Yearly. Charts with only one granularity to choose from don't show the granularity switch. Below each widget is a link to the "source data" so you can check the basis for that number.

Pressing a widget opens its details, with a toggle for the target line, the source and freshness, and a "Push back on this number" input. Write things like "I want to see this weekly," "break it down by business unit," or "this card can be removed," and hand it to the AI as a request.

KPI definitions

A one-row-per-item table lists tag, KPI definition name, freshness (up to date / updates stopped / preparing / paused), unit, gathered, used by, and owner. To add or change KPI definitions, ask from "Ask AI" in the toolbar ("Add a definition," "Fix a definition," and so on).

Opening a KPI definition shows cards for the counting method / where the source of truth is / update contract, its compliance (whether updates arrive per the contract), the update history, and finally the used-by list and the aggregated database (the source-data table).

KPI tree

A screen that lays out KPI definitions as a parent-child tree. Start from the top-level heading "Management" and hang headings and KPI definitions beneath it, and you can see at a glance "which number supports which." Reorder and re-parent by dragging; from each node's "⋯" you can choose "Move up," "Move down," "Change parent…," "Move to top level," "Rename heading," "Remove," and "Change owner" (only KPI-tree editors can change the layout). You can also leave the layout to the AI via "Ask AI."

Under "Relationship to parent" in each node's "⋯," you can set the relationship to the parent KPI definition. When the parent's number is calculated from the children's numbers, choose "Multiply," "Divide," "Add," or "Subtract"; when it has an influence but isn't a formula, choose "Correlation" (this can't be set under a heading or at the very top level). The summary that appears when you hover over a node (tap on mobile) also shows the formula of a formula-based KPI definition.

Formula-based KPI definitions

A number calculated from the values of other KPI definitions (e.g. revenue ÷ number of orders) can be made a formula-based KPI definition. The KPI definition list and details carry a "Calculated by formula" mark, and the details show "Formula," "References," and "Notes." Conversely, the details of a KPI definition that a formula refers to show "KPI definitions whose formula uses this one."

When new values come into the referenced KPI definitions, Addness produces the value with this formula every morning. There's no need to record it by hand. To create one or change the formula, tell "Ask AI" or an MCP-connected AI which numbers to use and the formula.

When the value stops, the reason is shown, such as "Waiting for references" (the referenced values aren't there yet), "Waiting for calculation," or "Cannot calculate." The reason also appears when a referenced KPI definition is paused, archived, or deleted, or when its sharing is revoked. To fix it, you can ask from "Ask AI," just as with other KPI definitions.

Targets and direction

KPI definitions have a direction. Numbers that are better when higher (like revenue) show as "target," "attainment," and "target pace"; numbers that are better when lower (like churn or cost) show as "cap," "cap ratio," and "cap pace." Charts show the target (cap) line and the projected month-end landing.

When updates stop

If the morning refresh doesn't arrive, "This morning’s updates have not arrived" appears at the top of the dashboards that use that KPI definition (the step guide on the dashboard list shows "Updates have stopped"). Look at the breakdown (didn't run / failed / stuck running / number missing) and fix it with "Ask AI" for each KPI definition. If you aren't the owner, you can ask the owner with "Ask the owner by DM" in the same menu. For the reasons a formula-based KPI definition stops, see Formula-based KPI definitions.

Linking KPIs to goals

You can link KPI definitions to goals. A ring appears on the goal row or header; hovering shows the value, target, attainment, pace (on track / behind, etc.), and freshness, and "Open KPI definition" jumps to the definition.

To link one, choose an existing KPI definition from the goal row's "…" → "Set up KPI," and enter a target value (target month, optional) if needed. You can only choose KPI definitions you have edit permission for. When there's no KPI definition yet for the number you want to track, or you can't decide what to track, you can ask the AI right there (→ Goal detail page).

Tidying up (tags, archive, delete)

• Tags: Add your organization's tags to dashboards and KPI definitions and filter by them in the list
• Archive / restore / delete: From the "⋯" menu on a dashboard or KPI definition. Archived items appear when "Include archived" is on, and can be restored from the same menu. Deletion cannot be undone. Deleting a KPI definition turns the cards using it into "deleted definition," and its links to goals and its sharing are released

Permissions and sharing

• Dashboards and KPI definitions have an owner, editors, and members, managed in the same members panel as goals
• Visibility is "Organization-wide" (everyone in the organization can view) or "Private" (only the owner and assigned members can view and edit), switchable on the spot from the badge. A dashboard tied to a goal becomes "Goal-only"
• Only the owner and organization admins can manage visibility and members

Limits

• Daily can be shown for up to one year. Longer periods are shown at the next coarser granularity in the list (usually Weekly; for KPI definitions where Weekly isn't in the list, Monthly, and if that isn't either, Yearly)
• When the goals shown at once have more than 500 KPI links in total, "Too many KPIs to display (limit 500)" appears. Narrow down the goals you display

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This article is based on the screens as of October 15, 2026. Addness is updated daily, so the screens and steps may differ slightly from what you see now.