Governed data
- Data sources
- Saved queries
- SQL validation
- Semantic datasets
Intelligence And Governance
Business Intelligence
Governed analytics for semantic datasets, validated saved queries, KPIs, reports, dashboard layouts, pivots, charts, schedules, and exports.
Implémenté
Evidence-first module page
Primary users
BI analyst
Direction
Department manager
Report owner
Visuel derive de l application
Business Intelligence workspace
SQL
Validated
Dashboards
Role scoped
Exporter
Audited
| Domaine | Statut | Preuve |
|---|---|---|
| Datasets | Semantic | Governed source |
| Rapports | Scheduled | Delivery proof |
| Dashboards | Persisted layout | Role variant |
Workflows clés
What the module helps operators complete.
Each workflow is written as an operational path, not a marketing claim, so buyers can understand the day-to-day module fit.
Step 1
Model semantic datasets and governed query sources
Step 2
Build saved queries, KPIs, reports, pivots, charts, and dashboard layouts
Step 3
Schedule report delivery and export evidence
Step 4
Review audit, role-scoped variants, and validated execution paths
Feature checklist
Capabilities grouped the way operators look for them.
Analytics authoring
- KPIs
- Rapports
- Pivot presets
- Chart layouts
Delivery and audit
- Schedules
- Exporter
- Role variants
- Audit trail
Carte des modules connectes
How this module exchanges business context with the rest of ERPStack.
| Module | Relation |
|---|---|
| Comptabilité | Financial reports, close metrics, and budget analytics |
| Stock | Stock, movement, replenishment, and aging analytics |
| Ventes / CRM | Pipeline, forecast, customer, and revenue views |
| Opérations de sécurité | SQL validation block and export edge incidents |
Governance and reporting
Controls and management visibility expected from a serious ERP module.
Gouvernance
- Validated SQL execution
- Tenant/RBAC scoping
- Role-scoped dashboards
- Export audit evidence
Rapports
- Executive dashboards
- KPI scorecards
- Scheduled reports
- Export audit
AI coverage policy
What ERPStack can honestly claim for this module today.
AI claims are tied to the official Agent Tool Registry, evaluation evidence, safe-mode controls, and scheduled-agent monitor readiness. Roadmap modules only show planned coverage until module-native tools are implemented.
AI L3 ready| Coverage claim | Current AI coverage: BI and Analytics L3/L3 ready through the official Agent Tool Registry. |
|---|---|
| Governance evidence | Governance evidence: 3 registered tools, 4 evaluation cases, tenant/RBAC/safe-mode registry controls, and AI log evidence. |
| Scheduled monitor | Scheduled monitor readiness: 1/1 ready (BI Dashboard Publish Monitor). |
| L4/L5 boundary | Remaining L4/L5 gap: no autonomous execution or self-optimizing agent behavior is claimed; write paths remain permissioned, previewed, and confirmable. |
Evidence-first standard
Module pages explain value, workflow, control, and proof in one place.
This page structure supports the current public module catalog with app-derived visuals, connected-module evidence, governance proof, and report context that can be compared against real product routes.
Feature clarity
Buyers can see concrete function groups instead of vague capability claims.
Operational fit
Workflows, users, and connected modules show where the module belongs.
Governance proof
RBAC, audit, SIEM, approvals, and reporting are surfaced as first-class concerns.
Review path
Public pages link back to app routes so reviewers can compare page claims to product surfaces.