Answer the board's follow-up question while the meeting is still on.

Gross margin is defined once, tested on sample rows and approved. When the CEO asks why it fell, the AI uses that definition and marks the month on the chart.

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Why is gross margin down in Q3?

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Q3 gross margin is 59%, down from 64%. Hardware fell to 41% in September, so I marked September on the chart.

Thu 10:42 · board meeting · example data

The follow-up, replayed

Three questions in the meeting. Each answer names what the AI did and uses the margin metric your team approved.

The metric it used

gross_margin

(SUM(revenue) - SUM(cogs)) / NULLIF(SUM(revenue), 0)

Tested on 500 sample rows, approved by the data team

01
Gross margin by quarter, this year
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Built a line chart from the approved gross margin metric. Q3 is 59%, down from 64% in Q2.
02
Split by product line
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Hardware fell to 41% in September while Software held at 78%. I marked September on the chart.
03
Add Q3 revenue against budget
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Added a KPI. Q3 revenue is €1.8M, 4% over budget.

For your data team

What your data team approves

Typical sources: ERP or billing data in your warehouse, plus a budget CSV
What gets approved: Revenue, cost and margin as tested shared metrics. Salary and personal columns stay hidden.
How the AI works: Read-only access. The AI picks fields and filters from the approved catalogue, and Edward's engine writes and runs every query.

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Ask things like

Each one becomes a chart or KPI that you keep refining by chat or by hand.

Revenue against budget by month
Gross margin by product line, last 12 months
Top 10 customers by revenue this year
Overdue invoices by customer
Operating costs by department, quarter over quarter

Edward for other teams

Ask your board's next question on your numbers

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