Analytics

Dashboards you build by talking to your AI, refreshed automatically every morning.

Last updated: 2026-11-02

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 Addness it, and the AI builds them.

To open it, go to “More” (the left sidebar on desktop, the bar at the bottom of the screen on mobile) → “Other features,” then choose “Analytics” under “Automate your results.” 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. In a newly created organization, this feature may have a lock. You can use it once you finish the challenge “Learn about KPIs” or press “Skip and use it (no points)” (→ Challenges and feature locks). Even after the KPI lock opens, the “Dashboards” tab stays locked until you finish or skip the challenge “Learn about dashboards”; until then, the “KPI definitions” tab opens. 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.

Layer	What it holds
Dashboard	The screen where the numbers you want appear as widgets (cards and charts)
KPI definition	Defines, for each number, its counting method, where the source of truth is (the source), and its update contract (by what time each morning it must refresh)
Aggregated database	The source data pulled per the KPI definitions. It’s the gathered material, not the official number — the source of truth stays at the source

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 Addness this step (or Addness the KPI update when updates have stopped) in the guide creates an instruction for the current step. Hand it to your AI with “Open in Claude,” “Open in Codex,” “Open in ChatGPT,” “Open in Grok Bot,” or “Copy instruction.” While there are no dashboards at all, the buttons in the guide and in the toolbar are hidden, and the only way in is Addness dashboard creation in the middle of the empty screen.

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

For whoever updates a KPI definition every day, that KPI definition is listed under “My metric updates today” in the morning ToDo. It shows “Updated ◯:◯◯” once you’ve updated it, “Pending” if you haven’t yet, and “Stopped” once the deadline has passed. When it’s stopped, you can ask the AI to do the update with Addness this update on the row.

When there’s no dashboard yet, it shows “There are no dashboards yet. Tell AI which numbers you want to see, and have it build one for you.”

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 Addness dashboard creation / Addness KPI definition creation 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 Addness KPI definition creation 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 Addness this KPI tree.

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 the AI which numbers to use and the formula, via Addness KPI definition creation or an MCP-connected AI.

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, Addness it, 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.

Enter monthly targets in “Monthly targets” on the KPI definition screen. Use “Add month” to enter a month and its target value, then press “Save”. You can also delete a row for each month. “Change target” in a goal’s KPI field opens the same section. Other goals linked to the same KPI definition show the same targets. Only editors and above of the KPI definition can change them. Targets cannot be changed while the KPI definition is archived.

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 “Addness this definition” 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.

Under each card in the dashboard list, the date the numbers are current as of appears in the form “As of 10/28”. A dashboard that is switched off shows “Paused”. The freshness button at the right end of the toolbar shows “N awaiting update” when a dashboard has stopped updating, and “All up to date” when none has. Click it to see, for each stopped dashboard, the date it is current as of, “N not updated”, and “Open”. However, when no dashboard has stopped but some are paused or still being prepared, the freshness button shows “Nothing stopped”. While every dashboard is paused or being prepared, the button does not appear. Once an organization has finished the update setup, the notice “Updates have stopped” no longer appears at the top of the list. Use the freshness button to check stopped dashboards.

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, Addness it 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 viewers, managed in the same members panel as goals
Visibility is “Organization visible” (everyone in the organization can view) or “Private” (only the owner and assigned members can view and edit), and you can switch it from the badge or from “Change visibility” in the ”⋯” menu. A dashboard tied to a goal becomes “Goal” (it can’t be switched)
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

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.

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