Ask Analytics and insights
Ask questions in plain words, get insights on what changed, see a forecast, and use your own AI key.
Ask in plain words
On Standard and up, choose Ask and type a question about your data, such as:
- sales by month this year
- top 5 customers by amount last quarter
- count of tickets by status
- average order value by channel this month
Ask finds the table and the fields you mean and shows the chart. Save it as a report, or change it in the report builder. Ask understands periods (today, this week, last month, this year, 2025), "by" a field, "top" and "bottom", and sum, average, count and largest or smallest. It works only on tables you can see.
Plain-word Ask works without any AI service, so there is no cost per question.
Your own AI key
On Professional and up, an Admin can add a key from an AI service in Settings > AI. Ask then sends harder questions, with the names of your tables and columns, to that service. Your data rows aren't sent. The AI service bills you directly for what you use. Remove the key to stop at once.
Insights
On Professional and up, choose Insights on a report to get short notes on:
- the biggest movers since the period before,
- where a trend turned,
- figures out of the ordinary,
- who or what makes up most of the total.
Forecast
On Professional and up, a line or bar chart over dates can show a forecast of the next few periods, worked out from the trend so far. A forecast is a guide, not a promise: the shaded band shows how sure it is.