TEMPLATES
Start with a domain.
Cortex matches your data to one of these templates, then auto-builds the right KPIs, charts, and narrative.
Finance
Public-company financials
A financial snapshot across recent fiscal years — revenue, net income, margins and year-over-year growth.
KPIs
Revenue (Latest)Net Income (Latest)Net MarginRevenue YoY
Charts
Revenue trendNet income trendYoY growthSegment mix
SaaS
SaaS metrics
Recurring revenue health — MRR/ARR, churn and net retention across the period.
KPIs
MRRARRChurnNet Retention
Charts
MRR trendChurn trendPlan mix
Retail
Retail sales
Top-line sales and order behavior across categories and regions.
KPIs
SalesOrdersAvg Order ValueUnits
Charts
Sales trendSales by categoryRegion mix
Marketing
Marketing funnel
Top-of-funnel volume, conversion and channel efficiency.
KPIs
SessionsLeadsConversionCAC
Charts
Leads over timeLeads by channelChannel mix
Operations
Operations
Operational health — throughput, quality and cycle-time trends.
KPIs
ThroughputOn-time %Defect rateCycle time
Charts
Throughput trendOn-time by segment
People
People analytics
Workforce composition and movement — headcount, attrition and tenure.
KPIs
HeadcountAttritionAvg tenure
Charts
Headcount trendDepartment mix
KPI INVENTORY
Every entity owns its KPIs.
Templates aren't just KPI lists — they're slices of an entity's inventory, organized on two axes (altitude × domain) with a typed relationship graph so the dashboard can explain why anything moved.
KPI INVENTORY · RESORA FINANCE
Altitude × domain, with a relationship graph
Captive equipment-financing portfolio — CFO, credit risk, and dealer views.
🔒 Governed✨ Exploratory
finance/credit-risk
finance/dealer
finance/fp&a
finance/growth
finance/treasury
Executive
Operational
Diagnostic
🔒 Governed
Assets Under Management
Sum of outstanding principal balance across all active contracts at period end.
Driven by
No upstream drivers.
→
Assets Under Management
→
Drives
Templates in this entity
CFO Brief
Board-level portfolio health at executive altitude.
Assets Under ManagementNet Portfolio YieldAllowance Coverage (CECL)Net Charge-Off Rate
Credit Risk Review
Delinquency, charge-offs, and risk-bucket mix.
60+ Day Delinquency90+ Day DelinquencyNet Charge-Off RateRisk Bucket MixAllowance Coverage (CECL)
Dealer Floorplan
Utilization and originations, dealer altitude.
Dealer Line UtilizationQuarterly OriginationsAssets Under Management
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