Platform / Reports & Dashboards
Your next report, already drafted.
Trebellar agents generate written summaries and visual presentations from your portfolio data in minutes – and every dashboard can explain itself. Just ask.
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From data to deck, in minutes
Generate a written summary or a finished presentation – not just a chart to interpret yourself.
Ask your dashboard what it means
Ask your agent to analyze and summarize any metric or trend, right where you're looking at it.
Grounded in your ontology
Every summary and every number traces back to the same governed data your agents run on.
Reports
Near-instant written summaries and visual presentations, generated by AI – from a portfolio question to a finished deliverable.
- Ask for it, get it. Describe what you need – no template required, no blank page to start from.
- Written or visual, your call. Generate a narrative summary, a finished presentation, or both from the same request.
- Charts included. Visuals are generated and embedded automatically, not pasted in by hand.
- Fully editable. AI drafts it – you shape the story before it ships.
Dashboards
Configurable views built specifically for CRE – and every metric can explain itself when you ask.
- Built for CRE. Track lease, cost, occupancy, and utilization out of the box.
- Fully configurable. Set up the views your team actually needs, not a fixed template.
- Ask what it means. Invoke an agent to analyze and summarize any chart or trend.
- Always current. Reflects the same live, structured data your agents use.
From question to deliverable
Start wherever makes sense – a dashboard you're already looking at, or a question you need answered – and end with something you can send.
Ask
Request an analysis of any dashboard, metric, or trend.
Generate
Get a written summary or a full presentation in minutes.
Send
Every output is editable and ready to share, as-is or refined.
How teams use reports and dashboards
Board or exec update
Turn a quarter's worth of portfolio data into a polished presentation, ready to present.
Weekly portfolio check-in
Ask a dashboard what changed, and get a written summary for your team in minutes.
Scenario summary for stakeholders
Document a planning decision with a report that shows the data behind it.
Ad hoc stakeholder question
Get a fast, cited answer to “why did this number change” without building a new dashboard.
