Creo Vision · Vision AI and dashboards

Your numbers, explained.

Creo Vision turns the data your business already collects into dashboards your team reads in a minute, and answers the follow-up questions in plain language.

Customers log in to see their own dashboards.

Walkthrough · 30 seconds

See Creo Vision in half a minute

Vision AI

How Vision AI works

Vision AI is the analyst inside Creo Vision. You ask about your company's data in plain language; it queries the data itself and answers with figures you can check.

  1. Step 1

    You ask in plain language

    Type it, or start from a chart, a page or an insight.

  2. Step 2

    Vision AI queries your data

    The same data as your dashboards, inside your access.

  3. Step 3

    You get an answer you can check

    Key figures, a chart, a table, and the data it is based on.

  4. Step 4

    Keep it, follow up, or repeat it

    Save it, ask the next question, or have the analysis repeat.

Vision AI answering the question: which affiliates and campaigns are actually driving the revenue? Four key figures, then findings with the numbers behind them
A real Vision AI answer on demo data.

Four ways to start a question

  • Your own question

    Type it on the Vision AI tab.

  • From a chart

    Analyze with Vision AI.

  • From a page

    Analyze this Page.

  • From Smart Insights

    Ask what is behind an insight.

Built to be checked

  • It names its data

    Each answer says what it used.

  • Inside your access

    A team lead gets their team.

  • It only reads

    It cannot change your data.

  • Figures behind the text

    Key figures and a table.

Shape, keep and export

Choose the shape of the answer: Auto, Brief, Full report, Visual or Just the numbers. Save an answer to open it again on today's data, or export it as a PDF, as data (CSV or Excel) or as a chart image.

What you get

One place for the figures that run the business, and a way to question them

  • Ask in plain language

    Type a question. Vision AI queries your data and answers with a chart, a table and a short explanation. Save the answers you want to keep.

  • Dashboards built for your business

    Key figures with the change against the previous period, charts, tables and funnels on your own data, in your brand. Every dashboard has a guide that explains each number.

  • Analyses that repeat

    An analysis defined once runs again on fresh data: findings, recommended actions, and a check on whether earlier advice worked.

  • Smart Insights

    A page can point out what changed and what needs attention, so you start from the exceptions instead of scanning every chart.

  • Each person sees their part

    Access is set by dashboard, by page and by data. A team lead sees their team; a manager sees the whole picture.

  • On the phone too

    Pages laid out for a phone, with an icon on the home screen. Export a chart as an image or an analysis as a PDF.

Examples

What a user does after logging in

Two more screens from the CreoLabs demo dashboard. Your dashboards show your own data.

A dashboard page: leads, FTDs, conversion rate and deposits with the change against the previous period, and deposits and withdrawals by month

Dashboards

The state of the business in a minute

Key figures with their change against the previous period, then the charts behind them. Filter by country, affiliate, source or desk.

Demo data
The top of a monthly review: net deposits, leads, FTDs and conversion rate against the month before, and the headline finding A later part of the same review: net deposits by affiliate this month and the month before, as a chart and a table

CreoLabs analyses

A review that writes itself every month

Key figures against the month before, the findings in plain words, then a chart and a table for every part of the story. It also says what to do, and checks whether last month's advice worked.

Demo data · two parts of one review

How it works

Three steps to your first dashboard

  1. We connect your data

    Your systems are loaded on a schedule into Creo Sense or Creo Media, with one agreed definition for every figure.

  2. We build the dashboards with you

    Pages for each role, in your colours and with your logo, each with its guide.

  3. Your team logs in

    Everyone opens their own dashboards, asks follow-up questions and gets the same numbers.

Creo Vision is built on Creo Sense and on Creo Media.

They hold the data and the definitions behind every figure: Creo Sense for brokerages, Creo Media for marketing companies. Short guides for users are on the Creo Vision page, with no login needed.

See it on your own data

Ask for a walkthrough. We show the product on demo data and discuss what your team needs.