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IMPACT 3.0 | Data Intelligence

A complete, Al-assisted business intelligence layer built for collections. Build reusable data models, design custom reports, and publish live dashboards with no code.


IMPACT 3.0 | Data Intelligence

A complete, Al-assisted business intelligence layer built for collections. Build reusable data models, design custom reports, and publish live dashboards with no code.

IMPACT Data Intelligence Module
3
Core Components
5+
Chart Types
4
Export Formats
AI
Built-In Assistant
Three Pillars of Data Intelligence
Define your data once, report on it endlessly, and visualize it in dashboards — all from a single integrated platform.

Data Spheres

Reusable data models that connect your database tables into a single reporting source.

  • Visual canvas with drag-and-drop table nodes
  • Built-in data browser to explore all available tables & columns
  • Point-and-click table relationships — no SQL required
  • Built-in filters so reports only show the data you need
  • Prompted inputs so end users can enter values at runtime (e.g., date range, debtor number)
  • Calculated columns for custom formulas and derived fields
  • Live query preview for advanced users who want to see or edit the underlying logic
  • Full control over sorting, filtering & grouping at the data level
  • Define once, reuse across unlimited reports

Insight Data Studio

A full-featured report writer that turns Data Spheres into polished, interactive reports.

  • 7-tab report editor (columns, formatting, filters, sort, grouping, charts, preview)
  • Drag-and-drop column selector — pick, reorder & rename fields instantly
  • Conditional formatting, value ranges & gradient shading
  • Pivot tables for cross-tab summaries & aggregation
  • Up to 3 levels of row grouping with subtotals & grand totals
  • Click any value to drill down into detail or open a linked sub-report
  • Bar, line, pie, area & doughnut charts with live preview
  • Visual filter builder — combine conditions with AND/OR logic, no code needed
  • Handles millions of rows with fast, server-side pagination
  • Export to Excel, CSV & PDF with headers and footers

Dashboards

Combine multiple reports into a single view and share insights across your team.

  • Create dashboards from any combination of saved reports
  • Side-by-side and flexible layout arrangements
  • Configurable auto-refresh for real-time monitoring
  • Full-screen presentation mode
  • One-click sharing and colleague invitations
  • Edit mode toggle for quick adjustments
  • Folder-based catalog organization
✦ AI-Powered

Built-In AI Assistant

Every component — Data Spheres, Insight Data Studio, and Dashboards — is fully controllable through natural language. Ask the assistant to build a data model, configure a report, or create a dashboard, and watch it happen in real time.

Data Sphere
"Connect my account info and payment history tables, then link them by debtor number."
Report Building
"Show me account name, status, and balance. Rename the balance column to 'Balance Due' and sort highest first."
Dashboards
"Build a dashboard from these two reports, lay them out side by side, and send it to my team."
Everything Under the Hood
From enterprise-grade data grids to role-based security, every detail is built for production collections environments.
Report Writer

Conditional Formatting & Visual Rules

Highlight cells based on custom rules — set thresholds, choose background colors and text styles. Apply gradient color scales across numeric ranges for instant visual analysis.

Report Writer

Pivot Tables & Row Grouping

Build pivot tables to summarize data across categories. Or use up to 3 levels of row grouping with automatic subtotals (sum, count, average, min, max) and grand total rows.

Report Writer

Drill-Down & Sub-Reports

Click any value to jump to a related report or detail page. Expand rows inline to reveal embedded sub-reports filtered by the selected record.

Data Sphere

Visual Query Builder

Drag tables onto a visual canvas, see all available columns at a glance, draw relationships between tables, and preview the query that powers your reports — all without writing code.

Data Sphere

Prompted Parameters & Base Filters

Create input fields (like date range or debtor number) that users fill in when running a report. Set default filters that automatically apply to every report built on the data source.

Platform

Enterprise Security

Role-based access enforced on every request. Security badges display tenant and access level at a glance. Users only see the reports and data their role permits.

Report Writer

Server-Side Performance

Built on enterprise-grade grid technology — handles millions of rows without slowing down the browser. Server-side exports for Excel, CSV, and PDF ensure fast downloads even on large data sets.

Dashboards

Real-Time Collaboration

Publish dashboards and share them with colleagues via email invitation. Auto-refresh keeps data current. Full-screen presentation mode for executive reviews and team standups.

Business Benefits

Self-Service BI

Business users build their own reports and dashboards — no SQL knowledge required, no tickets to IT.

🔄

Define Once, Reuse Everywhere

Data Spheres separate your data model from reports. Change the source once and every connected report updates.

🤖

AI-Accelerated Workflows

The built-in assistant builds data models, configures reports, and publishes dashboards through conversation.

🔒

Enterprise-Grade Security

Every query and report is protected by role-based access, tenant isolation, and server-side enforcement.

How It Works

1
Connect Your Data
Select your tables and the system builds a reusable data model automatically.
2
Build Reports
Choose columns, filters, charts and formatting with drag-and-drop or the AI assistant.
3
Share & Collaborate
Publish dashboards and send them to your team in one click.

Boost engagement and collections effortlessly with IMPACT's AI-powered communication.