NewDashboard buttons that update your CRM

Stop waiting two months
for a dashboard.

Connect your data once. Ask for the report. Have it in minutes.

Free to start, no credit card required. Pay as you go, or pick a plan from $500 a month.

app.cerebroanalytics.com/dashboards/juniper-flats-operating-pulse

Cedar Point Residential · Juniper Flats · 212 units

Operating pulse

WeekMonthT12
OverviewOccupancyFinancialsLeasingDelinquencyWork ordersData

Needs attention

4
  • Upcoming notice exposure · 6 notices, 4 not yet re-leasedLeasing
  • Make-ready queue · 4 units, oldest 11 daysMaintenance
  • Delinquency follow-up · 9 residents over 30 daysOffice
  • Traffic is not converting · 41 tours, 6 net rentalsLeasing

Physical occupancy

93.4%

▴ 0.8 pts vs last month

Leased

95.1%

▴ 1.2 pts

Total delinquency

$18,420

▾ 12% vs last month

NOI, month to date

$142.8k

3.1% above budget

Physical occupancy vs. operating floor

OccupancyFloor
AprMayJunJulAugSepOct

Where demand converts

Website18 tours
ILS listings12 tours
Resident referral7 tours
Drive-by4 tours

Yardi, QuickBooks and budget sheet · captured today 6:00

rows of business data under management
3.5B+
rows of business data under management
queries run on live data since June
860K+
queries run on live data since June
tool calls made by the agent
200K
tool calls made by the agent
requests from Claude, ChatGPT, Codex, the CLI and the API
350K+
requests from Claude, ChatGPT, Codex, the CLI and the API

Production totals on Cerebro as of October 2026.

Eight jobs. One login. No team to hire.

A BI tool gives you the chart and leaves you the pipeline, the warehouse, the modeling and the ticket queue. Cerebro does all eight jobs, from pulling the data to acting on it, and you run it from a few prompts.

  1. 01ExtractPull from the tools you already pay forCRMs, accounting, ad accounts, property systems and your own Postgres, BigQuery, Snowflake or MySQL. Full snapshot every four hours; new columns show up on their own.
  2. 02StoreA warehouse you never have to runEvery source lands in one governed database with history. No Fivetran bill, no Snowflake contract, no pipeline to babysit.
  3. 03ModelDefinitions your whole company sharesGross revenue means one thing. Cerebro keeps the recipe behind each metric, versioned, and every answer and tile uses it.
  4. 04AskAsk in plain English, get the query tooThe analyst writes the SQL, checks its own totals against the source, and shows the work so one wrong number never sinks the whole thing.
  5. 05BuildDescribe a dashboard and watch it appearA branded page with tabs, drilldowns, downloads and tables your team can write to. Every change is saved and any version restores.
  6. 06ShareDecide who sees what, then send the linkLogins, per-org and per-user grants with expiry dates, and embeds that run inside Zoho, a client portal or a TV on the wall.
  7. 07AutomateReports and alerts that arrive on their ownPost tabs to Slack, email or SMS on a schedule, with an AI write-up of what changed. Set a threshold and get told the moment it trips.
  8. 08ActAct from the row, not from a ticketA button on any row updates the CRM, logs the call or hands work to Zapier, n8n or Zoho Flow, then clears the row.

The dashboard you would build with a free week. Built in minutes.

Ask for a layout and the assistant writes it: your colors, your section names, the metric definitions your team uses. Ask for a per-unit view or a new tab and it edits the page while you watch.

  • Tabs, drilldowns, toggles and CSV downloads
  • Every number traces back to a saved, governed query
  • Full version history, with restore
  • A grid view of the same tiles, one click away
Custom dashboards
app.cerebroanalytics.com/dashboards/portfolio-noi-map

Cedar Point Residential · 5 properties · 1,046 units

Where NOI comes from.

TotalPer unit

Portfolio NOI, T12

$6.42M

2.4% above underwriting

NOI per unit, T12

$6,138

▴ 3.2% vs last year

Opex ratio

41.2%

▾ 0.7 pts

Occupancy, weighted

92.8%

▴ 0.4 pts

Repairs and maintenance per unit, T12

Riverbend Lofts$1,180
Larkspur Commons$910
Sagebrush Apartments$760
Juniper Flats$690
Mesa Verde Townhomes$540

Portfolio snapshot

PropertyUnitsOccupancyNOI / unitvs budget
Mesa Verde Townhomes9695.8%$7,220+4.6%
Juniper Flats21293.4%$6,740+3.1%
Sagebrush Apartments27093.0%$6,050+0.7%
Larkspur Commons28891.7%$5,910−1.8%
Riverbend Lofts18090.6%$5,480−3.9%

Every figure links to its property page · captured today 6:00

The report shows up before anyone asks for it

Pick the tabs or sections that matter and a schedule. Cerebro posts them to Slack, email, SMS or a webhook as images, with a link back to the live page. Turn on the AI write-up and the thread says what changed and what to do about it.

# warehouse

CerebroApp3:00 PM

Fulfillment scoreboard · afternoon

Fulfillment scoreboard image as posted by Cerebro: open orders, shipped today and the overdue queue
Open in Cerebro

Thread · AI summary

  • • 23 orders and 81 units out the door so far today.
  • • 9 orders are overdue. The oldest has been waiting since June 18.

Afternoon fulfillment post

Active

Schedule

Weekdays at 3:00 PM

Send to

#warehouse Operations lead

Sections

  • Scoreboard
  • Open order queue
  • Restock
  • Definitions
Post an AI write-up in the thread

Fix it from the dashboard.

Each row gets a button. Mark the contact as junk, log the call, flag the order as ready to bill, and the record changes in your CRM. The row hides or badges itself so the list shrinks as the team works.

Under the hood it is a signed webhook to Zoho Flow, Zapier, n8n or your own endpoint.

Not sure how to wire it? The assistant asks what the button should do and sets it up with you.

Dashboard actions
app.cerebroanalytics.com/dashboards/spam-review

Summit Field Services · CRM hygiene

Spam review

In the queue

58

▾ 22 this week

Needs a decision

19

Hand raisers

4

check these first

Marked junk

312

last 30 days

Review queue

ContactSourceReasonCreated
contact-88213Web formDisposable emailOct 19JunkNot spam
contact-88207ChatGibberish nameOct 19✓ Marked junk
contact-88191Web formDuplicate phoneOct 18JunkNot spam
contact-88174Paid socialBlocked domainOct 18JunkNot spam

Zoho CRM · synced 3 min ago

Mark contact-88213 as junk?

Runs the junk function in your CRM for this contact and hides the row for 24 hours while the CRM syncs back.

Contact
contact-88213
Reason
Disposable email

Signed webhook to your CRM

CancelMark as junk

Real dashboards from real customers, with every name and number changed

These are captures from the app, not mockups. Each one runs for a customer today; we copied it, replaced the names and rescaled the numbers, and rendered it the way Cerebro does for a Slack post.

All examples
app.cerebroanalytics.com/dashboards/consultant-scorecard
Consultant scorecard dashboard rendered by Cerebro: team work value against breakeven, per-consultant benchmarks, and the month's bonus split
Your accounting app

Brightpath Classroom Systems

Accounting · Finance workspace

OverviewInvoicesBacklogNotes

Brightpath Classroom Systems · Finance

Signed work that hasn't been billed.

Open backlog

$2.84M

▴ 4%

Open orders

131

▾ 6

Partially billed

$812K

Over 90 days

17

▾ 3

Open sales orders

OrderCustomerOpen amountAge
SO-10482Westlake Unified$118,60064dReady to bill
SO-10511Cedar Valley Schools$88,25041d✓ Sent to billing
SO-10530Harbor County ISD$47,30018dReady to bill
SO-10397St. Brendan Academy$30,950112dReady to bill

Accounting and CRM · synced 8 min ago

Live data · no login neededPowered by Cerebro Analytics

Put the dashboard where the work already happens

Turn on an embed and the dashboard gets a link that runs live inside a Zoho CRM tab, an accounting app, a client portal or a TV on the shop wall. Viewers don't need a Cerebro login, and the numbers stay current.

Agencies and consultants run every client from one login. Build a dashboard once, share it across client orgs, and decide who can query which source, with an expiry date.

The same analyst in Slack, Claude, ChatGPT, Codex and your terminal

Cerebro's MCP server and CLI expose the same 67 capabilities as the app, including building and editing dashboards. A REST API brings dashboards and their results into your own code. Your access rules apply everywhere.

Claude

cerebro · connected
Which property is dragging NOI this quarter, and why?

cerebro · dashboard_list

cerebro · query_run

cerebro · dashboard_render

Riverbend Lofts is 3.9% under budget. In total it looks fine, but per unit its repairs and maintenance cost is $1,180, the highest in the portfolio. I pulled the NOI map with the per-unit view on.

Cedar Point Residential · 5 properties · 1,046 units

Where NOI comes from.

TotalPer unit

Portfolio NOI, T12

$6.42M

2.4% above underwriting

NOI per unit, T12

$6,138

▴ 3.2% vs last year

Opex ratio

41.2%

▾ 0.7 pts

Occupancy, weighted

92.8%

▴ 0.4 pts

Every figure links to its property page · captured today 6:00

cerebro
$ cerebro dashboard list --org-id cedar-point
Juniper Flats · Operating pulse custom 7 tabs
Portfolio · NOI map custom 1 tab
 
$ cerebro dashboard render --org-id cedar-point --id noi-map
Running 9 tiles against live data
✓ Rendered 9 of 9 tiles · noi-map.png
  • Claude, ChatGPT and CursorHosted MCP server. Sign in once and your orgs come with you.
  • Codex and Claude CodePlugins and the CLI, for agents that build dashboards from a repo.
  • SlackDM it or @mention it. Answers come back with the chart.
  • REST APIRun approved queries and pull dashboards and results into your own code.

Every number traces to a query you can read

One wrong number and a team stops trusting the whole dashboard. So every answer ships with the SQL behind it, the analyst checks totals against the source before it replies, and every tile uses the metric definitions your team agreed on.

  • Read-only by default

    Database connections are read-only. The agent writes to an app only after you approve the action.

  • Zero Data Retention

    Switch on ZDR per user and the agent only uses models under zero-retention terms.

  • Grants with expiry

    Decide which org or person can query each source, and for how long.

  • Sandboxed dashboards

    Custom dashboards run in a sandbox and can only reach data through Cerebro.

How did cost per lead move by source last month?

Queried ad spend · 4 sources

Joined CRM leads by first touch

Cost per lead fell 7% to $38. Google Ads did most of the work: 142 leads at $31 each. Meta leads cost $47 and booked at half the rate.

MayJulOct

Checked: lead totals match the CRM for October

Query access

Warehouse · Postgres · read-only

Granted toAccessExpires
OrgBluefin LogisticsTheir schema onlyNever
UserContract analystFinance viewsDec 31
OrgAudit firmGL tablesNov 15

Wherever your numbers live, usually connected in a day

QuickBooks, Zoho, HubSpot and the ad accounts connect in minutes. Most new sources, custom systems included, are live within a day.

Browse connectors

CRM and sales

  • Zoho CRM
  • HubSpot
  • Salesforce
  • HighLevel
  • Pipedrive

Finance and payments

  • QuickBooks
  • Zoho Books
  • Stripe
  • PayJunction
  • Business Central

Marketing and ads

  • Google Ads
  • Meta Ads
  • TikTok Ads
  • GA4
  • Klaviyo

Industry systems

  • Yardi
  • AppFolio
  • Restaurant365
  • Tripleseat
  • Freshdesk

Databases and spreadsheets

  • Postgres
  • BigQuery
  • Snowflake
  • SQLMySQL
  • Google Sheets
  • XLSExcel and SharePoint

Custom and legacy systems

An ERP with no public API, a vendor portal that only exports files, the database behind an app you built. If the data can leave the system, we can bring it in.

Industry software

Yardi, AppFolio, Restaurant365, Tripleseat, Monday boards and delivery systems like WorkWave, synced on a schedule.

Spreadsheets and files

Google Sheets, Excel and SharePoint folders stay synced, so budgets and targets join the rest of your data.

People who build on Cerebro

“One prompt turns into a dashboard that's incredibly useful for somebody, and it took me 15 minutes.”
Bryant StephensData lead, Truly Free Home
“I would cancel all my analytics tools right now because Cerebro is just so much easier and faster when it comes to finding information, numbers and really anything else. Not to mention it's much, much, MUCH more robust with what you can do.”
Zach OrmeCo-founder, Azopex
“I had to search through thousands of records today for something that isn't easily searchable in Zoho, and Cerebro did it very quickly and then gave me the SQL code that I could run myself to generate a report to share with the client for verification.”
Spencer WhiteheadConsultant, The Workflow Academy
“This is going to give ops a look into the business they've never had.”
Adam EliasOperations and finance, WhirlyBall
“The data audits alone were taking us 252+ hours every year. This cuts that dramatically. It's exactly what we've needed for a very long time. It gives us the transparency and accuracy to make better decisions about our business.”
Shira NichmanEveryday Money Management
“I can just click and get everything I need. It's what a Looker Studio report would have looked like if we'd spent a few thousand dollars building it.”
Stefan F.Marketing, MLC

Don't want to build it yourself? Our engineers will.

Most teams on Cerebro started with a setup sprint. We connect every system, including the ones with no API, build the first three to five dashboards and meet you twice a week until the numbers match how you think. Then a plan keeps it running.

  • Data sync call

    30 minutes. We connect a tool or two and pull a slice of data.

  • The build

    Two to three weeks. Pipelines from every system, three to five dashboards.

  • Fine tuning

    You bring the asks. Most get done on the call.

  • Ongoing

    A monthly plan, and a weekly check-in for as long as you want it.

Start free. Pay for what you use.

Everything runs on one pool of credits: syncing data, asking questions, rendering dashboards and running automations. 100 credits cost $1.

Free

$0to start

Connect a few sources and build your first dashboards.

  • 5,000 credits every 4 weeks
  • 10,000 with a card on file
  • Custom dashboards, chat and automations

Pay as you go

100 credits = $1

Add credits when you need more. No commitment.

  • One pool for syncs, questions, dashboards and automations
  • Buy only what you use
  • Move to a plan any time

Plans

From $500/ month

Included credits, more organizations and priority support.

  • Starter, Growth, Scale and Partner
  • Up to 20 client organizations
  • Your own databases from Growth up

Questions people ask before signing up

Do I need to know SQL or code to build a dashboard?

No. You describe what you want and the dashboard assistant writes the queries and the page. If you do know SQL, you can read and edit every query behind every tile.

Can I really build custom dashboards myself, without your team?

Yes. Consultants, operators and agency owners build their own dashboards on Cerebro, for their own business and for their clients. Our team is around if you want help with a hard build or a new connector.

Where does my data live?

Synced data lives in Cerebro's warehouse. Live database connections are queried in place, read-only. Turn on Zero Data Retention for a user and their agent only uses models under zero-retention terms.

Can my clients see dashboards without a Cerebro login?

Yes. Turn on an embed and the dashboard gets a link you can open on its own or place inside a CRM tab, accounting app or client portal. Viewers don't need an account.

Does it work with Claude, ChatGPT or Codex?

Yes. Connect the Cerebro MCP server, or install the CLI, and the same capabilities as the app are available there, including querying data and building and editing dashboards.

How does pricing work?

Everything runs on credits, and 100 credits cost $1. You start free with 5,000 credits every 4 weeks, buy more as you go, or move to a plan from $500 a month that includes credits and more organizations.

Sign up and build your first dashboard today

Connect a source, describe what you want to see and have a live dashboard before your next meeting. Free to start.