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Compliance-ready insights for every management report

Upload, score, and triage executive decks with automated criteria checks, analyst workflows, and ready-to-export compliance packages.

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2

Reports completed this week

1

Reports in processing

64%

Average compliance score

Live compliance pulse
Tracks priority signals across all inbound reports.

Red flag cases

1

Rep rep-jkl-789

Awaiting automated checks · ETA 6m

Auto alerts

  • • Missing actionable insights
  • • Evidence gap for KPI uplift
  • • Vain metric emphasis risk

Processing queue

1
Awaiting automation handoff

Reports ready

2
Analyst ready for QA

Average score

64%
Across completed reports

Red flags open

1
Awaiting analyst resolution
Upload portal
Mirrors POST /api/v1/upload mock response.

Current file

Q4-Management-Report.pdf

PROCESSING

Report accepted and running compliance checks. Analysts will be notified once automation is complete.

Automation progress68%
Analyst signal center
What the team is touching right now.

Jordan Patel

Flagged missing root cause analysis

2m ago

Maya Chen

Approved export for rep-def-123

18m ago

Leo Strauss

Updated criteria: Actionable Insights

1h ago

Dashboard queue
Mirrors GET /api/v1/reports
ReportStatusUploadedScore

Q4-Management-Report.pdf

rep-jkl-789

Processing
Nov 8, 2:30 PM—

Annual-Strategy-Overview.pdf

rep-ghi-456

Complete
Nov 7, 11:15 AM82%

Monthly-KPI-Deck.pdf

rep-def-123

Complete
Nov 6, 9:22 AM45%

Project-Phoenix-Review.pdf

rep-abc-789

Error
Nov 5, 5:05 PM—
Report detail · Annual-Strategy-Overview.pdf
GET /api/v1/reports/:reportId
COMPLETE

This report provides a strong, evidence-based overview of performance but lacks forward-looking, actionable insights in key areas. Data transparency is high, though it fails to connect interventions to root causes.

Uploaded: Nov 7, 11:15 AM

Processed: Nov 7, 11:18 AM

82%

Compliance score

Recommendations

  • Incorporate a 'Root Cause Analysis' section.
  • Pair all data points with actionable, forward-looking insights.
  • Refocus reporting from vain metrics to business drivers.
Criteria intelligence
Drill into passes, misses, and red flags.

Measures Critical KPIs

crit-001

Report includes metrics we identify as critical (e.g., 'Customer Churn Rate', 'Lead-to-Conversion').

Evidence: Page 4, Table 2, Page 9, Chart 1

Data Transparency

crit-002

Data sources are cited and methodologies are clear.

Evidence: Page 3, 'Methodology' section
Admin criteria board
Mirrors GET /api/v1/admin/criteria

Measures Critical KPIs

crit-001 · metric

Required

Report includes metrics we identify as critical.

#customer churn
#lead-to-conversion
#CAC
#LTV

Root Cause Analysis

crit-003 · best practice

Required

Report identifies symptoms and analyzes root causes.

#root cause
#analysis
#driven by
#because of

Focus on Vain Metrics

flag-001 · red flag

Advisory

Report overemphasizes non-actionable metrics.

#impressions
#social media likes
#page views
Compliance timeline
End-to-end visibility for prospects and analysts.

Prospect uploads PDF

Auto validates format, size, and metadata

Automation pipeline

Text extraction, criteria scoring, variance alerts

Analyst QA & red flag triage

Context notes, coaching, and approvals

Deliver compliance-ready pack

Word & PDF exports routed back to the prospect