Dashboard - Data Analyst Portal

{% if not account_details or not account_details.last_sync_display %}

Set up your local environment

Run Claude Code in your project folder and paste the setup instructions to configure SSH, sync data, and initialize DuckDB.

cd {{ project_dir }} && claude Paste into Claude Code to complete setup

{% endif %}

Tables {{ data_stats.tables }}

Columns {{ data_stats.columns }}

Rows {{ data_stats.rows_display }}

Data Size {{ data_stats.size_display }}

Unstructured {{ data_stats.unstructured_display }}

Your Data

Core Business Data

{% if data_stats.last_updated %}Synced {{ data_stats.last_updated }}{% else %}Not yet synced{% endif %}

Always included

{% if catalog_data %}{% for cat in catalog_data %}{{ cat.name }} ({{ cat.count }} tables){% if not loop.last %}, {% endif %}{% endfor %}{% if data_stats.remote_tables %} · {{ data_stats.local_tables }} local, {{ data_stats.remote_tables }} live{% endif %}{% else %}{{ data_stats.total_tables or data_stats.tables }} tables total{% endif %}

{% if metrics_data %} {% set metrics_total = namespace(n=0) %} {% for c in metrics_data %}{% set metrics_total.n = metrics_total.n + c.metrics|length %}{% endfor %}

Business Metrics

{{ metrics_total.n }} metrics across {{ metrics_data|length }} categories{% if data_stats.last_updated %} · data from {{ data_stats.last_updated }}{% endif %}

Always included

{% for c in metrics_data %}{{ c.label }} ({{ c.metrics|length }}){% if not loop.last %}, {% endif %}{% endfor %}

{% endif %}

Manage your data subscriptions or discover new data sources

Open Data Catalog

Notifications Manage

{% if not telegram_status.linked %} Not linked {% endif %}

{% if telegram_status.linked %} Active {% else %} {% endif %}

macOS App

private beta {% if not desktop_status.linked %} Not linked {% endif %}

{% if desktop_status.linked %} Active {% endif %}

Message /start to @{{ config.TELEGRAM_BOT_USERNAME or 'your-bot' }} on Telegram
Enter the verification code below

Account

Username {{ username }}

Role {% if user_info.is_admin %} Administrator {% elif user_info.is_privileged %} Privileged Analyst {% elif user_info.is_analyst %} Standard Analyst {% else %} User {% endif %}

Groups

{% for group in user_info.groups %} {{ group }} {% endfor %}

{% if account_details %}

Scripts

{% if account_details.notification_scripts %}

{{ script.stem }} {{ script.last_run or 'never' }}

{% if account_details.cron_schedule %}

{% endif %} {% else %}

No scripts configured

Add .py scripts to ~/user/notifications/

{% endif %}

Last Sync

{% if account_details.last_sync_display %} {{ account_details.last_sync_display }} {% else %}

Not yet synced

Run bash server/scripts/sync_data.sh

{% endif %}

Corporate Memory

private beta

Contributors

Knowledge Items

Your Rules

Shared knowledge from your team's Claude Code sessions. Upvote useful insights and they'll sync to your local .claude/rules/.

Activity Center

demo

{{ activity_summary.get('teams_active', 0) }}/{{ activity_summary.get('teams_total', 0) }}

Teams Active

Processes

{{ activity_summary.get('avg_success_rate', 0) }}%

Success Rate

{% set maturity = activity_summary.get('maturity_distribution', {}) %} {% set maturity_total = maturity.get('optimized', 0) + maturity.get('mature', 0) + maturity.get('developing', 0) + maturity.get('early', 0) %}

Process Maturity Distribution

{% if maturity_total > 0 %}

Optimized ({{ maturity.get('optimized', 0) }}) Mature ({{ maturity.get('mature', 0) }}) Developing ({{ maturity.get('developing', 0) }}) Early ({{ maturity.get('early', 0) }})

{% endif %}

Strategic overview of how data powers business processes across {{ activity_summary.get('teams_total', 0) }} teams.

{% if not username_available %}

Username Not Available

Your email generates username {{ username }}, which cannot be used. Contact an administrator.

{% endif %}

Get Started

Set up your workspace in 4 steps

{# ── Steps 1-3: Terminal commands ── #}

1 Create folder 2 Generate SSH key 3 Copy public key Run these in your terminal

$ mkdir -p {{ project_dir }} && cd {{ project_dir }}

$ ssh-keygen -t ed25519 -f {{ ssh_key }} -N ''

$ cat {{ ssh_key }}.pub

# Copy the output above and paste it below

{# ── Step 4: Register ── #} {% if username_available %}

4 Create your account Username: {{ username }}

{% endif %} {# Step 5 (Claude Code setup) appears on dashboard after account creation #}