BobInsight is an AI analytics worker — it connects to your data, builds the dashboards you actually need, answers your business questions in plain English, and tells you what you should be paying attention to.
How It Works
BobInsight connects to your databases, tools, and data sources — then builds dashboards, answers questions, and surfaces insights automatically, without a data analyst spending three weeks on a dashboard nobody looks at.
Link your databases, CRM, marketing tools, financial systems, and any data source that matters. Bob maps your data landscape and learns what metrics drive your business.
Bob builds the dashboards you need — revenue trends, funnel analysis, cohort retention, operational metrics — and monitors them, flagging anomalies and trends as they emerge.
"What was our retention rate by cohort last quarter?" "Where is our biggest conversion drop-off?" Bob answers in plain English, with the data to back it up — no SQL required.
What BobInsight Does
BobInsight replaces the BI tool that took three months to set up and nobody uses — with AI analytics that build themselves, update automatically, and answer questions nobody thought to ask.
Tell Bob what business question you want answered. Bob builds the dashboard — selects the metrics, chooses the right chart types, sets up the filters — and delivers it in minutes, not weeks.
Ask BobInsight questions in plain English — "show me monthly recurring revenue by plan tier for the last 12 months" — and get a chart, a table, and a plain-English explanation of what it means.
Bob monitors every metric on every dashboard — when something spikes or drops outside expected ranges, it alerts you with the context: what changed, when, and why it matters.
Bob analyzes cohorts, tracks trends over time, and generates comparative reports — retention by acquisition month, revenue by customer segment, conversion by channel. Patterns that manual analysis misses, surfaced automatically.
Map your customer journey funnel. Bob tracks drop-off at every stage, identifies where the biggest losses happen, and tells you the revenue impact of fixing each stage — so you know where to focus.
Bob generates weekly and monthly analytics reports — formatted for your leadership team, board, or investors. Charts, commentary, and comparisons to prior periods — generated automatically, sent on schedule.
Connects to your SQL databases, REST APIs, spreadsheets, and popular SaaS tools. Bob normalizes data across sources, handles the joins, and builds a unified view of your business — not just one tool's view.
Bob projects your key metrics forward — revenue trajectory, user growth, churn rate — using historical patterns and seasonality. Not guesswork: calibrated confidence intervals with sensitivity analysis.
Pricing
3 data source connections, AI dashboard builder, natural language analytics, and anomaly alerts. For growing companies that want BI without the data team overhead.
Unlimited data sources, cohort analysis, funnel analytics, automated weekly reports, and forecast projections. For companies with real data complexity and regular reporting needs.
Everything in Growth, plus custom metric definitions, investor-ready board decks, multi-workspace dashboards, advanced permissions, and a dedicated analytics onboarding session.
BobInsight builds your analytics for you — dashboards, reports, forecasts — and answers any question in plain English, with data to back it up.
Customer Voices
"BobLeads ran a discovery campaign while BobOperator kept our pipeline, tasks, and follow-ups straight. We stopped dropping balls — and finally had time to think about the business instead of running it."
"BobBoard ran a real board meeting on a partnership decision, and BobConnect wired the resulting approvals into our CRM and inbox. The recommendation memo alone is worth the subscription."
"BobOmegaX put seven AI departments under one command layer, and BobX gives me a single view across all of it. It feels like I hired a chief operating officer who never sleeps."
Two platforms, one mission: helping businesses organize, execute, and grow — with human guidance and AI horsepower working together.