[01] AUTONOMOUS INSIGHTS

The insights must find you. Not the other way around.

Oceans of data. Thousands of metrics. Intricate dependencies between them. Domain knowledge distributed across systems and your teams’ heads.

DataGenie fuses deterministic big-data analytics with AI to deliver Actionable, Autonomous Insights written in your domain language — pointing your business leaders straight to what deserves their attention.

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RETAIL · THIS MORNING SWEEPING…

100,000+ metric × dimension combinations, scored on every read against a band learned from your own history.


[02] THE PRODUCT REAL SCREENS · IT RUNS ITSELF

The product itself. At work.

Briefs — written findings that arrive on their own schedule — turn up without being asked. Wisdom answers the follow-up in plain English. The Knowledge Center holds the business knowledge both of them reason from. Click anywhere in the frame to pause.

PICK YOUR INDUSTRY — everything below is tailored to it

Good morning, Alex

Set the questions you care about once. DataGenie keeps watching, and the briefings come to you newest first.

Retail · 4 packs running

Your briefings

↻ RefreshCustomize
← Your briefings Merchandising & Margin · daily

Markdown broke margin on the latest day

2026-06-30 · Merchandising & Margin · daily · marketplace-wide2026-08-24

The single finding

Contribution margin per order fell to 12.68 vs 18.57 even as fully loaded margin rate dropped to 4.54 vs 9.33, discount depth jumped to 8.21 vs 4.00, and order volume still rose to 680 vs 481.55.

So what? This was not a demand miss. The business sold more orders at higher basket values, but it gave away too much margin through discounting, higher goods cost, and fee-heavy tender mix, with the sharpest pressure sitting in electronics and long-tenor BNPL.

CM per Order 12.68 vs 18.57 −31.7% Primary outcome KPI · latest day vs forecast
CM Pct of GMV 4.54 vs 9.33 −51.3% Fully loaded margin rate · critical miss
Discount Rate Pct 8.21 vs 4.00 +105.3% Up is bad here · giveaway depth doubled
Cost of Goods 60.84K vs 25.33K +140.2% Cost lines rose much faster than order growth

Margin broke on 2026-06-30

The seven prior days stayed in a healthy band; the break arrived entirely in the latest bucket.

$0$5$10$15$20-10%+2%-11%-12%-20%-8%-3%-31.7%
06-2306-30 · latest day
Actual CM per Order Forecast

What changed in the margin formula

Orders and basket value both rose — the cost stack rose much faster.

Outcome and controls

The miss is margin quality, not demand

MetricActExpDev
CM per Order12.6818.57−31.7%
CM Pct of GMV4.549.33−51.3%
Gross Margin Pct11.1716.96−34.1%
Order Count680481+41.2%
Average Order Value279199+40.3%
Additive cost lines

Built by discounts, goods cost and fees

MetricActExpDev
Discount Amount15.6K3.8K+306.7%
Cost of Goods60.8K25.3K+140.2%
Payment Fee7.0K2.8K+148.9%
Discount Rate Pct8.214.00+105.3%
Net Revenue97.7K46.1K+111.8%

Root cause — electronics and BNPL

Categories explain where the economics broke; payment method explains why fee pressure intensified.

BNPL_12_MonthCRITICAL payment method · worst tender-level break −272.3%
Mobile PhonesMAJOR category · CM turned negative −118.4%
LaptopsMAJOR category · deepest large-category miss −113.6%
TV_AudioMAJOR category · near-zero unit economics −96.1%

The worst cells are electronics intersecting long-tenor BNPL — Laptops × BNPL_12_Month at −554.8%, Mobile Phones × BNPL_12_Month at −720.4%.

Where it showed up

Texas, California and Florida carried the clearest state-level discount and margin anomalies, with several supporting states adding cost pressure.

CATXFLGAOHMA
Primary state break Strong secondary Secondary cost pressure Smaller supporting anomaly No material anomaly
TX criticalCM per Order −182.1% −15.04
FL criticalCM per Order −167.2% −12.18
CA criticalCM per Order −107.4% −1.33
GA supportingCost of Goods +171.9% +3.71K
OH supportingPayment Fee +139.9% +312

Connected demand context

Demand was strong; the economics were the failure. Same pattern across every category: strong sell-through, extreme markdowns, then bad contribution margin.

CategoryDemand MarkdownEconomicsRead
Mobile Phoneslargest connected demand case 76+275.2% 198.6K+1370.4% −7.89major Demand arrived, but markdowns and payment fees destroyed margin.
Laptopscleanest all-stage surge 41+289.0% 73.3K+1147.7% −7.68major High-ticket demand converted, but unit economics collapsed.
TV_Audiomost extreme markdown surge 43+183.7% 176.9K+1882.9% 1.51−96.1% The category still sold, but price was given away too aggressively.
Marketplace-widewhole business 3,817+40.8% 99.19%+0.2% 17.82%+0.3% Rules out weak demand and stock-out explanations.
Nobody had to ask for it read in place every step recorded
NotebooksMemory

Ask Wisdom, know Everything

What would you like to know about your data?

Select dataset ⌄ Skills, Data & MCP
Summarise this quarter What changed this week? Top movers by revenue

Notebooks in Retail

Margin by category · markdown 3 cells · today
← Notebooks margin_by_category

AL

Books is the outlier weakness at $0.32 CM per Order. In this dataset a negative CM per Order would be a genuine breach; Books is just barely above zero, so it is the first category I’d scrutinise.

CM per Order · by category · this quarter

Furniture $21.40
Kitchenware $18.02
Home_Textile $16.11
Electronics $9.94
Books $0.32

AL

This was a same-day, cross-category markdown shock, not a slow drift. All three owned categories posted a major anomaly on May 20 against their expected CM per Order.

CM per Order breach on May 20

Furniture −$2.75
Home_Textile $3.27
Kitchenware $1.43

Furniture was the worst break, dropping below zero, while Home_Textile and Kitchenware held above it.

AL

It is bleeding. The worst-cost states do not sit at higher conversion — they cluster far lower on fulfilment margin without a compensating uplift in conversion.

Conversion does not offset long-haul fulfilment drag

Fulfilment margin / order 16.2%Conversion rate19.0%

15 states plotted · the three worst sit bottom-left, not top-right.

3 questions every step recorded same steps on every run

Knowledge Center

The business knowledge and reasoning Wisdom draws on so every answer stays accurate, explainable, and grounded in how your business actually works.

Skills 8 Business Events 5 Domain Knowledge 15 Documents Memories 2 MCP

Skills

Captures reusable reasoning for recurring business situations.

+ Add new Cognitive Skill

Showing 4 of 8 · Retail

Availability Break Triage

5 steps · ships with the pack
Inventory & Availability Guardian

Markdown Cannibalisation Check

5 steps · ships with the pack
Margin & Markdown Sentinel

Checkout Drop-off Trace

4 steps · ships with the pack
Conversion & Checkout Funnel Radar

Loyalty Lapse Early Read

4 steps · ships with the pack
Retention & Loyalty Early-Warning

Tour running. Hover or click to pause

Trusted by

Logitech Clemens Food Group CarvanaCarvana GlobalFortune 500Risk analytics MongoDB Microsoft Azure Marketplace

THE THREE POWERS Finds it. Finds all of it. And the same way twice.

[03] AUTONOMOUS POWER 1 OF 3

Findings arrive. Nobody goes looking.

Other tools wait for somebody to ask the right question. DataGenie catches what broke, works out why, and puts it in front of whoever owns the number — before anyone thought to look.

How it gets found today arrived today · 9

Four Slack threads. Nine emails. Three days of somebody's week — and fd break rate was never the question anyone asked.

With DataGenie

DataGenie brief · daily · autonomous 06:12 · before anyone asked

Suspicious FD breaks · Branch 07

Affluent-uninsured · behaviour → money → book

This reads as suspicious money movement, not pricing or service. Premature-broken FD jumped to $306.8K against $31.4K expected, with five ticketless breaks where none were expected. CASA net flow fell to −$170.6K as outflow hit $476.7K — and $176.0K of that went to first-time payees.

FD PREMATURE BROKEN $306.8K vs ~$31K normal
FD BREAK RATE 75.9% vs 26.0% exp
NET CASA FLOW −$170.6K vs +$20.6K exp

Joined

FD lifecycle (term deposits) Demand deposits (CASA) Customer & channel engagement Payment rails & destinations

One card, routed to the desk that owns the number. Nobody had to ask for it.

[04] AT SCALE POWER 2 OF 3

Ditch the binoculars. Employ the satellite.

Binoculars see where you point them. DataGenie asks nothing — it sweeps every KPI against every dimension and speaks only about the ones that broke.

Slicing it by hand

Deposits · Explore combination 1 of 100,000+

Measures

    Dimensions

      Rows
      Filters

      elapsed 00:00 nothing out of band yet

      Think it up. Type it. Run it. Read that nothing moved. Then do it again. A morning goes this way, and the one that broke is the one nobody got to.

      What DataGenie does with the same morning

      0 combinations swept before anyone sat down 0 spoke. The rest stayed quiet.

      Reading every combination against its band…

      It swept these. Nobody had to choose them

      6 KPIs

      FD Break RateNet CASA Flow Balance-weighted Outflow Outflow-to-Yield Share First-Payee Ratio Off-Hours Activity

      5 dimensions

      branchcohort raildestination payee-status

      Six KPIs by five dimensions, swept on every read. DataGenie came with all of it.

      [05] DETERMINISTIC POWER 3 OF 3

      Ask it twice. The number doesn't move.

      Point a model at raw tables and it writes a new query every time — different join, different answer. DataGenie recognises the question and runs the one query it already has, over numbers it added up last night. Same query, same number.

      A model writing its own SQL

      ?Of last week’s deposit outflow, how much went to first-time payees — by branch, against the same week last quarter?

      waiting Run01

      Same question, a new query every time. Which one do you show the board?

      The same question, to DataGenie

      ?What moved FD Premature Broken last week, and which branch is behind it?

      It already knows every part of that

      FD Premature Broken a metric it tracks · defined once, at onboarding
      branch one of the 5 dimensions it watches
      last week 7 daily points · added up last night

      So it runs the query it haswritten once

      fd_premature_broken BY branch × cohort · daily · vs band

      read from pre-aggregated metrics Ask01

      $306.8K

      Recognised, not written. Read, not computed. The number can’t move.

      Ask it twice on your own data. Thirty minutes, the same number both times, and the working attached. There’s a person on the other side of this button.

      Book a demo
      [06] VALUE PACKS 16 PACKS · 4 INDUSTRIES

      It already knows your business, switch it on!

      A Value Pack already understands one problem the way someone who has worked it for years does — what usually goes wrong, which numbers give it away, and what separates a real cause from a coincidence. The KPIs, the dimensions and the rules come with it. Switch one on and it watches 100,000+ metric × dimension combinations, continuously.

      [07] BRIEFS

      What changed, why, and what it rules out.

      A written finding, on a schedule, sent to whoever owns the number. Every figure traces to its source, and the narrative leads with what the data eliminates — not just what moved. These are the briefs the pack you picked above actually writes.

      Briefs Watching

      Written on schedule · · nobody had to ask

      Every figure traces to its source How Briefs work
      [08] WISDOM SAME QUESTION · SAME ANSWER

      The packs watch your data. Wisdom talks to you.

      Ask it anything about the business, in plain English. It works out which analysis answers that, runs it across your own data, and hands back the finding with every step it took.

      Northeast Availability & Loyalty Exposure

      ALWhich of our stockouts are hitting loyalty members hardest — not just the ones losing the most?

      Done — joined each store's stockout lost-sales with the share of that lost demand coming from high-value loyalty members, and ranked the relationship exposure, not the dollar loss.

      In a nutshellTwo Northeast-metro stores carry far more loyalty exposure than raw lost sales suggests. NE-114 loses $86K this week but 41% of its basket comes from members, against a 23% chain average. Across the region, 9 of 34 stockout stores sit above 35% member share, and those nine hold $412K of the $1.4M exposed — 29% of the total on 26% of the stores.

      % of lost demand from loyalty members Weekly lost sales ($K)
      Two more cells in this thread View full notebook

      And that was one cell

      Wisdom is not only the conversation. It forecasts, plans and prescribes.

      The same coordinator that answered that question projects the metric forward, simulates the change you are considering against every dependent KPI, and says what to do next — off the same governed numbers, with the working attached.

      Forecasting Scenario planning · what-if Prescriptive next best actions Contribution analysis Correlation & attribution Conversational dashboards Real-time, hourly Next-period projection Alerts to Slack, Teams, Jira
      See how Wisdom works

      Get a brief from your own data. Thirty minutes, a real brief at the end of it, and the follow-up answered. There’s a person on the other side of this button.

      Book a demo

      [09] ENTERPRISE ARCHITECTURE FIT READS · COMPUTES · DELIVERS

      Where DataGenie fits in what you already own

      Your cloud · your private subnet
      Your data
      Read where it lives
      25+ native connectors
      Your context
      The part your BI tools never read
      DocuFeeder
      Your SOPs, rulebooks, process docs, playbooks
      Context MCP
      Live operational context
      Business Events
      Plant fire
      Strike
      Promotion
      Competitor launch
      DataGenie Your central data intelligence platform
      What it does
      Learns
      Detects
      Connects
      Narrates
      Deterministic insights — no LLM in the compute path Super-efficient token & DWH usage
      And it becomes
      Central Metric & Insight Store
      Every metric in the organisation, one definition.
      Central Context Store
      Every business context, a single source of truth.
      What it delivers
      Autonomous insights
      Conversational analytics
      Skills
      Conversational reports
      Conversational dashboards
      What-if analysis
      How it delivers
      For your people
      Web app
      Mobile appLater 2026
      Where your teams already work
      Insights pushed out and questions answered.
      For your AI — DataGenie MCP
      Enterprise assistants
      Point them at DataGenie rather than your data warehouse.
      Agentic workflows
      Build the wider workflow anywhere; call DataGenie for anything analytical.
      For your builders — Secure API
      DataGenie works headless behind the scenes. Build your own applications.
      [10] ENTERPRISE-GRADE FROM DAY ONE

      It runs inside your cloud, on the systems you already own.

      ISO 27001:2022 SOC 2 Type 2 GDPR HIPAA

      Security & compliance

      Zero raw rows stored, and none sent to the model — it only ever receives aggregates. AES-256 at rest, TLS in transit.

      Access & authentication

      Role-based access control throughout, single sign-on against Azure AD, Google or Okta, and no hardcoded credentials — secrets stay in your own key vault.

      Deployment

      Kubernetes in your VPC's private subnet on AWS, Azure or GCP, stood up with Terraform or Pulumi. Reuse the Databricks workspace and the model you already pay for. Or let us manage it.

      Reads in place

      No pipelines, no data movement

      Snowflake Amazon Redshift Amazon S3 Google Cloud Storage Azure Azure Blob Storage SQL databases

      Learns from the dashboards you already have

      Tableau Power BI Qlik

      Delivers where you work

      Slack Microsoft Teams Webex Jira
      [11] CUSTOMER PROOF NAMES ANONYMISED

      Nobody went looking for any of this money.

      $691K

      of margin, found

      “We would have missed this for another quarter without DataGenie.”

      Chief Information OfficerLeading meat manufacturer, US

      $4M

      of leakage, prevented

      “DataGenie prevented revenue leakage we never would have found ourselves.”

      VP of TechnologyGlobal Fortune 500 risk analytics firm

      $1M

      of analyst cost, saved

      “The questions we used to staff a team to ask now answer themselves.”

      Analytics leadershipGlobal retailer

      Customer names anonymised for external sharing. References available on request.

      [12] GETTING STARTED FIRST BRIEFS INSIDE A DAY

      Point it at your data. First briefs inside a day.

      [ 01 ]

      Point it at your data

      Enter your database credentials. It reads in place — no pipeline to build, no ETL job to maintain, no migration first.

      You · minutes
      [ 02 ]

      Brief it like an analyst

      Describe the problem in plain English — it proposes the KPIs, dimensions and time grain. Or switch on a Value Pack that already has them written for your industry.

      You · one conversation
      [ 03 ]

      The briefs start arriving

      One-time setup, then autonomous. No dashboards to build, no alerts to tune, no questions to think of first.

      DataGenie · from then on
      [13] BEFORE YOU ASK 4 QUESTIONS
      Q1What is a Value Pack?

      The KPIs, the dimensions and the transformation rules for one recurring problem, written once and shipped ready. Not a template you fill in — the rules that separate a real cause from a coincidence are already in it.

      Q2What is a Brief?

      A written finding, on a schedule, sent to whoever owns the number. You never have to ask for one. Every figure traces back to the row it came from.

      Q3Is this instead of my dashboards, or alongside them?

      Alongside. It reads the same warehouse and answers the questions nobody charted. Nothing is migrated and nothing is switched off.

      Q4What if my problem is not one of the sixteen?

      A pack is assembled from the same parts — KPIs, dimensions, rules. We author a new one with your team.

      [14] THE POINT

      The insights must find you.

      Thirty minutes, your data, a real brief at the end of it. There's a person on the other side of this button.

      Showing the page for

      The packs, the pack detail and the briefs all follow this.

      Showing