Analytics & BI
Self-serve BI for every team, and for your clients.
Dashboards, pivots, paginated reports and board packs are built into Athena, Selene and Helios, on the same live data and permissions as the platform itself. Describe what you want in plain English and it is built for you, and lenders get the same tools in their own portal.
Why teams stop exporting to spreadsheets
Answers without a ticket
Teams build their own dashboards, pivots and reports on governed data, so the reporting queue stops being the bottleneck.
One source for every number
Dashboards, reports and board packs read the same live data as the platform itself, under the same permissions, so a figure in a pack matches the figure on screen.
BI your clients can use
Lenders get the same tools in their portal, limited to their own data, so you answer fewer report requests and they see their position whenever they want.
A dashboard from one sentence
Show exposure by sector, with a breakdown by region and borrower
Slicers Quarter: Q3 2026 Status: Active Logistics selected · page filtered
Exposure by sector (£m)
Decomposition tree
Exposure Logistics£356m
Region North West£148m
Borrower Beta Holdings Ltd£61m
Saved view · drill through to the loans behind any figure PresentPDFWord
Everything in Analytics & BI
BI Studio & Dashboards
Cross-filtering, slicers, drill-through, saved views and calculated measures, with treemap, Sankey, funnel, gauge, heatmap, waterfall, radar and map visuals. Present mode turns any dashboard into a full-screen briefing.
Cross-Filter · Drill-Through Dashboards From a Sentence
Describe the dashboard you want and Studio builds it, then change it the same way. It works on the same governed data and permissions as everything else.
Plain English Decomposition Tree
Break any figure down by the dimensions you choose, one level at a time, to see what is driving it, from sector to region to a single borrower.
Root Cause Report Designer
Banded paginated reports with tables, matrix cross-tabs, charts, gauges, maps, barcodes, subreports, parameters, conditional formatting and expressions over several datasets, exported to PDF, Word, Excel or PowerPoint.
PDF · Word · Excel · PowerPoint Reports From a Description
Describe a report and the designer lays it out for you to refine. Admins manage the SQL datasets behind it, and Selene fills your own branded Excel templates from placeholders.
Plain English · Templates Pivot
Pivot any dataset by rows, columns and measures, including accounting pivots in Selene and Helios and portfolio pivots in the lender portal.
Rows · Columns · Measures Board Packs
Pull reports, dashboards and documents into one merged PDF pack, save its layout and rebuild it next quarter with fresh figures.
Merged PDF Data Explorer
Ask a question of your data in plain English or build the query yourself, and export the table or chart to Excel, PDF or Word. Row, column and sensitivity rules decide what each user sees.
Ad hoc · Permission-Aware Client-Facing BI
Lenders get their own BI Studio, pivots, dashboards, Report Designer and board packs in the lender portal, with CLO portfolio and deal tests, all limited to their own data.
Lender Portal Client-facing BI
Give your clients their own BI.
Lenders build dashboards, pivots, reports and board packs in their portal on their own data, and only their own data, so they see their position whenever they want without waiting on your team.
Where it runs
AthenaSeleneHeliosLender portal
Time to move off your legacy systems?
Send us a report you build by hand today and we’ll rebuild it as a live dashboard in the demo.