Tools & Dashboards · Forthcoming Q4 2026
Data Governance Dashboard
A discipline surface for firms running multi-source workflows. Tracks every field across CRMs, sheets, and dashboards — definition, owner, source, refresh cadence, downstream uses.
A. Best for
- Operations leads
- Knowledge managers
- Data-quality functions
B. What it tracks
- Every field across CRMs, sheets, dashboards
- Definition + owner per field
- Source + refresh cadence
- Downstream uses
- Stale-data flags
- Schema-drift alerts
C. Inputs & outputs
Inputs you provide
- Field inventory
- Owner list
- Refresh schedule
Output formats
- HTML dashboard
- XLSX data dictionary
- Markdown reference
D. Pair with your AI CRE team
The dashboard is the surface; the agents and skills are what fill it. Add these to your stack in the Company Builder.
Agents (2)
- Data Steward
- Workflow Infrastructure Manager
Skills (3)
- Data Dictionary Builder
- Vendor / SaaS Inventory Builder
- File Structure Builder
Data products (2)
- Internal CRM
- Sheets / dashboards
- Model-agnostic. Use with Claude, ChatGPT, Gemini, or any reasoning model that fills the data source.
- No platform lock-in. HTML and React-ready versions ship as portable files — embed in Notion, internal portals, or static hosting.
- Human review required. The dashboard surfaces outputs the team has produced; the team produces — you review before any output leaves the firm.
- One-time purchase. No subscription. Versioned updates ship as patches; major rewrites are separate SKUs.
Add to your stack
Bundle with the agents that fill it.
A dashboard without the team that fills it is a static template. Open the Company Builder, add the Data Steward agent, the Data Dictionary Builder skill, and this dashboard — three SKUs, one workflow.