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Start with the job in front of you. Choose a common goal to shape new work, or open an example to adapt a specific review, model, dashboard, or report.
The Get started gallery titled 'Explore what Summation can do' with filter tabs (All, Deck, Report, Spreadsheet, Dashboard, Workflow) and a 'By function' sidebar (All, Finance, Merchandising, Marketing, Revenue, Operations). Cards below include 'Prepare a weekly business review', 'Prepare a monthly business review', 'Turn a business review into a slide deck', 'Build a driver-based forecast model', 'Monitor operational KPIs', and 'Set up anomaly detection'.

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Monitor your business

Track what changed, investigate why, and focus attention on what matters.

Get verified insights

Answer a business question and trace the important findings back to their sources.

Forecast and plan

Build an editable forecast, test assumptions, and compare scenarios.

Automate recurring work

Turn recurring analysis into a workflow your team can review and run again.

Start from an example

Prepare a weekly business review

Review one team’s results against plan and the prior week, then deliver the update on schedule.

Prepare a monthly business review

Review a closed month across the P&L, operating drivers, and customer data.

Turn a business review into a slide deck

Build an executive-ready deck from a review you have already published.

Build a driver-based forecast model

Forecast revenue and margin from measured drivers in an editable Excel workbook.

Monitor operational KPIs

Track headline metrics against plan and see which part of the business owns the gap.

Catch anomalies before the review does

Flag the biggest changes and keep unresolved issues visible between reviews.