Analytics agent

Give everyone on your team an agent that answers questions and builds insights using the knowledge in your Evidence project.

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Revenue

RetentionARR BridgeRenewalsExpansion

Sales

PipelineWin RatesQuota

Product

AdoptionActivationFeature Usage

Marketing

AttributionCampaigns

Support

Ticket VolumeCSAT

Finance

SpendHeadcount

george@vandelay.dev

How is net revenue retention tracking against plan?

Thought for 6 seconds

Company net revenue retention was 109% in June, ahead of the 105% plan. One region is behind.

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Attach a page

“Quick” questions: A direct answer, with the chart, the query, and the source behind each number.
Customer health checks: Usage, support, renewal, and expansion signals brought together in one review.
Product deep dives: Adoption across segments, where behavior changed, and follow-up questions from there.
Pipeline reviews: What moved and what slipped, with the accounts to look at before the call.
Churn investigations: Where retention moved, split by the segments your team already reports on.
Board prep: The numbers for the update, pulled from the pages finance already reviews.

Understands your project

Every page is context: Every dashboard and report you build can be read and interpreted by the agent.
Reads your components: The agent can translate every Evidence component into the query underneath it.
Knows the page you are on: Ask about the report in front of you. The agent reads the filters you applied, and can change them.

pages/revenue/overview.md

Agent lens

# Revenue

{% big_value data="fct_contracts" value="sum(acv)" /%}

```sql big_value

select sum(acv) as value

from fct_contracts

```

{% line_chart data="fct_contracts" value="sum(acv)" x="contract_date" grain="month" /%}

```sql line_chart

select date_trunc('month', contract_date) as month,

sum(acv) as value

from fct_contracts

group by 1

order by 1

```

Works everywhere

Chat with the agent in Evidence Studio, Slack, Claude Desktop or ChatGPT. Give any tool with MCP support governed access to your Evidence reports, dashboards and the Evidence agent.

Builds new insights

Anyone on your team can ask a question and save the answer as an insight they can share.

Built in Evidence markdown: Every insight is written in Evidence markdown, so it is easy to review or extend.
Methodology comes too: The prompt and the implementation notes are stored with the insight, ready to regenerate it or take it further.
Folds into your pages: Seamlessly lift the work out of an insight and into the reports and dashboards your team maintains.

Insight

EMEA net revenue retention

Retention landed at 104% in June, down from 112% in May. Two enterprise accounts downgraded at renewal.

Region

EMEA

Net revenue retention by month

115%105%

DecJanFebMarAprMayJun

Net revenue retention, June

104%

Change by segment, points of retention

Enterprise

Mid-market

SMB

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Learns your business

Extend the agent with custom context and skills in your repo.

Custom context: Extend the agent's knowledge with the documents your team already keeps: metric definitions and targets, glossaries, data provenance, business and process documentation.
Custom skills: Guided analytical procedures that are more flexible than a dashboard: the questions to ask, the key steps to work through and the components that present the result.