Self-Serve AI Review

Run the 77 Rules AI Engine before the dashboard reaches leadership.

Score dashboards against 77 rules plus 15 bonus integrity checks, export a PDF audit trail, and rerun reviews as your team fixes the work.

ScorecardRule penalties and evidencePDF audit trailRerun workflow
Example review

Board-deck chart

74
Rule 4: FAIL ยท 3 pt penalty

Selected window may change the growth story.

The review flags a pattern that should be checked before the chart is circulated.

Next step

Fix, rerun, and export the audit trail.

Use the scorecard as a working review queue before the executive review.

Start ReviewView Results
Self-serve workflow

Run, fix, rerun, and keep the audit trail.

AI integrity scorecard

Get a dashboard score and a clear list of failed rules before leadership sees the chart.

Rule penalties and evidence

See which findings affect clarity, comparison, framing, trend, or decision risk.

PDF audit trail

Export a review record for executive-facing dashboards and recurring analytics reports.

Accept, reject, rerun

Use findings as a review queue, revise the dashboard, and rerun until the report is clean enough to send.

When to escalate

The software flags symptoms. Guided review explains consequences.

Software is enough for repeatable first-pass review. Guided review is useful when the dashboard influences CFO, board, investor, operating, or capital-allocation decisions.

High-risk executive dashboard detected

This dashboard may influence how leadership interprets performance, priority, trend, or risk. The AI engine has flagged the pattern. Guided review can help determine which findings matter, what to fix first, and how to communicate the issue to stakeholders.

This scan flagged findings that may affect executive interpretation. I recommend guided review before this dashboard is circulated so we can identify which findings matter and what to fix first.
Team governance

Recurring integrity risks detected across multiple dashboards.

Repeated findings may indicate a team review-standard issue, not a one-dashboard fix.

Copy summary for Slack

We are seeing recurring dashboard integrity findings across multiple dashboards. The software has flagged the pattern. I recommend we use a guided pilot to determine which findings matter, what to fix first, and whether this should become part of our team review standard.
Plans

Start self-serve. Add guided review only when the risk deserves it.

Starter Annual

$475/year

Individual self-serve access.

Pro Monthly

$149/month

Monthly review for recurring dashboard scans.

Team Annual

$3,490/year

10 seats for BI teams.

Guided Pilot

$9,900

Expert interpretation for high-visibility dashboards.