!
Calendar
Today
9 Meetings
01The Vision
Your business
is already talking.We’re the first to
help you hear it.
Every email, workflow, customer interaction, report, and decision leaves a signal. Vanchar transforms those signals into clarity so you can move faster with confidence.
See what your business is saying02The Reality
No one can see
the whole picture.
Every day, your business generates thousands of signals across people, systems, and channels. But without a single source of truth, clarity remains out of reach.
08:12 AMMorning Briefing
- 183Emails
- 42Support requests
- 17Approvals
- 12Reports
- 9Meetings
- 4Customer escalations
- 3Spreadsheets
0Unified view
0+
Hours returned opportunity
0
Critical system silos
$0.0M
Annual efficiency potential
0%
Decisions delayed
2
Excel Workbook
Q2 Analysis
Version 6
2
HR Requests
New requests
6
!
Operations Update
Systems status
3 issues detected
1
SaaS Spend
This month
$24,580
▲ 7.3% vs last month
27
Slack
New messages
27
!
Support Tickets
Open requests
42
▲ 8.7% vs last week
3
Finance Report
Q2 Forecast Update
See comments
CRM
New opportunities
14
▲ 5 new today
!
Invoice #INV-1052
Overdue
$18,250
!
Marketing Campaign
Performance update
View report
!
Outlook
Unread emails
183
Sales Dashboard
Revenue (MTD)
$4.2M
▲ 12.4% vs last month
!
Approvals
Pending approvals
17
1
Weekly KPI Report
03The Intelligence Engine
Every signal.
One intelligence engine.Powered by Vanchar.
We connect everything across your organization—people, systems, data, and workflows. Our engine normalizes, enriches, and unifies every signal into real-time intelligence you can trust.
Connect
Ingest data from every source, in any format.
Unify
Normalize and enrich for a single source of truth.
Understand
AI models reveal patterns, context, and meaning.
Deliver
Actionable intelligence, in real time, everywhere.
- Slack
- CRM
- ERP
- Files
- Databases
- Spreadsheets
- APIs
- Support
- Social
- And more
VANCHAR
Intelligence Engine
- Executive insights
- Real-time alerts
- Performance dashboards
- AI recommendations
- Automated actions
- Strategic decisions
04The Platform
Charlotte
Intelligence
Command clarity. Drive impact.
Charlotte Intelligence gives leaders a real-time view of what matters—so you can make faster decisions, align your teams, and move your business forward.
Executive visibility
See performance across every function, team, and metric that matters.
Real-time insights
Live data, trends, and forecasts updated as your business moves.
Smart prioritization
AI surfaces what needs your attention today—and why.
Trusted & secure
Enterprise-grade security, governance, and data privacy by design.
Executive Overview
Real-time view of your business
This MonthFilters
Revenue (MTD)
$4.2M
↑ 12.4% vs last month
Gross Margin
42.7%
↑ 2.8% vs last month
Operating Cash Flow
$1.1M
↑ 8.6% vs last month
Active Customers
128
↑ 5 vs last month
Performance Trend
$6M$4M$2M$0
May 1May 8May 15May 22May 29
RevenueGross MarginOperating Expense
Top Priorities
View allDeclining margin in Product B
Needs attention
Q2 Forecast at risk
Review assumptions
New revenue opportunity
High impact
Revenue by Region
- North America$2.1M ↑11%
- Europe$1.2M ↑6%
- APAC$0.6M ↑5%
- Latin America$0.3M ↑7%
Department Performance
- Sales112%
- Marketing97%
- Operations91%
- Product87%
9:41
CCharlotte Intelligence
Today’s Snapshot
Updated just now
Revenue (MTD)
$4.2M
Gross Margin
42.7%
Operating Cash Flow
$1.1M
Active Customers
128
Top Priority
Declining margin in Product B
Needs attention
OverviewAlertsReportsMore
Built for leaders. Designed for impact.
One platform. One source of truth.
Save time
Automate reporting and cut manual work in half.
Improve performance
Identify what's working, fix what's not.
Align teams
Everyone works from the same trusted data.
Reduce risk
Proactive alerts and governance keep you ahead.
05Your AI Copilot
Ask Savannah.Get answers. Take action.
Savannah is your AI copilot—trained on your business, connected to your data, and designed to help you think faster, decide smarter, and move with confidence.
Conversational & intuitive
Ask naturally. Get clear, accurate answers. No training required.
Connected to your business
Real-time access to your data, systems, and documents.
Intelligent & contextual
Understands your business, recognizes patterns, and surfaces what matters.
From insight to action
Savannah doesn't just answer—she helps you act, automate, and drive results.
Built-in trust & governance
Enterprise-grade security. Full transparency. Human oversight, always.
Ask Savannah
What drove our revenue increase this quarter?
Here’s what I found for Q2 2024:
- Revenue increased 12.4% ($4.2M) vs last quarter
- Growth was driven by New Enterprise (+18%), Upsell (+14%), and Expansion (+9%)
- North America led with $2.1M in incremental revenue
- Top contributing products: Charlotte Intelligence (+32%) and Savannah Copilot (+28%)
Revenue Growth Drivers
$4.2M
Total Increase
- New Enterprise$1.9M45%
- Upsell$1.3M31%
- Expansion$0.8M19%
- Other$0.2M5%
Would you like to drill down by region or product?
By RegionBy ProductShow Risks
Ask anything about your business...
Savannah can make mistakes. Verify important information.
9:41
Ask Savannah
Show me our top 5 customers by growth this year.
Here are your top 5 customers by revenue growth in 2024:
- 1HHorizon Health$1.2M↑32%
- 2AApex Solutions$980K↑28%
- 3SSummit Retail$760K↑24%
- 4VVertex Partners$610K↑21%
- 5BBluefin Industries$540K↑18%
Ask anything...
ChatInsightsAlertsMore
Savannah helps you
Search across all your data in seconds.
Analyze & understand
Uncover trends, root causes, and opportunities.
Get recommendations
Receive intelligent suggestions you can trust.
Automate & act
Trigger workflows and take action instantly.
Stay ahead
Proactive insights help you lead with confidence.
06From Insight to Action
See everything.Act with confidence.
Charlotte shows you what’s happening. Savannah explains why, recommends what to do, and helps you act—instantly. One conversation. Complete clarity.
1See
Charlotte identifies what changed across your business.
2Understand
Savannah explains the why, the impact, and the opportunities.
3Act
Approve the right actions and drive results—without leaving the platform.
C
Charlotte Intelligence
Executive Overview
This Month Filters
Company Health
91%
↑ 8% vs last month
Revenue (MTD)
$4.2M
↓ 2.1% vs last month
Gross Margin
42.7%
↑ 2.8% vs last month
Operating Cash Flow
$1.1M
↑ 8.6% vs last month
Revenue Trend
MTDMay 1May 8May 15May 22May 29
Top Risks
View all- Onboarding delaysNortheast RegionHigh
- Approval bottlenecksEnterprise ClientsMedium
- Vendor contract renewalIn 30 daysMedium
Opportunities
View all- Enterprise expansion3 accounts$1.2MPotential Impact
- Cross-sell opportunity12 accounts$840KPotential Impact
- Pricing optimization3 products$620KPotential Impact
Executive Brief
Updated just now
Revenue is slightly down due to onboarding slowdowns in the Northeast.
3 enterprise clients are waiting on approvals, impacting $420K this quarter.
Focus on approvals to recover lost revenue and improve Q2 outlook.
Ask Savannah
ONLINE
Which issue should I solve first?
Here’s what I found based on today’s activity.
- Revenue is down 2.1% because onboarding slowed in the Northeast region.Impact: $420K
- 3 enterprise clients are waiting on approvals.Impact: $260K
- Fixing those approvals is projected to recover $420K this quarter.Confidence: High
Recommended action
Approve pending onboarding requests?
5 requests • $420K impact
Savannah can make mistakes. Verify important information.
07The Future
See clearly.Move confidently.
When every signal becomes intelligence, every decision becomes simpler.
See your business through a new lens