Matrix reports
Ask a question. Run the report.
Drill to the row. Save the view.
You asked Finance for margin by segment three weeks ago. The spreadsheet landed last Tuesday, and it already disagrees with the sales report tab. Ask Claude AI instead. It builds the pivot, drills a cell down to the invoices, and saves the view for your whole team.
Tesylate connects your systems, agrees the definitions and helps your team turn the model into usable views.
matrix_get_schemamatrix_queryMargin by segment, monthly, last 12 months — Tech & SaaS leads at 53%.
matrix_drilldownSpot-checking Enterprise · August against its invoices before saving. The 50% holds.
matrix_create_saved_viewSaved · shared with your team
The view is in everyone's picker. It runs the query again each time someone opens it.
| Segment | Mar | Apr | May | Jun | Jul | Aug | 12 mo |
|---|---|---|---|---|---|---|---|
| Tech & SaaS | 52% | 53% | 51% | 54% | 53% | 53% | 53%▲ +0.8 |
| Enterprise | 47% | 48% | 49% | 51% | 49% | 49%▲ +1.2 | |
| Public Sector | 41% | 40% | 42% | 41% | 43% | 42% | 41%▲ +0.3 |
| Mid-Market | 36% | 35% | 33% | 32% | 31% | 31% | 33%▼ −3.9 |
| SMB | 27% | 28% | 26% | 29% | 28% | 27% | 28%▼ −0.6 |
| Other | 33% | 32% | 34% | 33% | 32% | 33% | 33%▲ +0.1 |
| Invoice | Customer | Date | Value | Margin |
|---|---|---|---|---|
| INV-8841 | Fenwick Engineering | 04 August 2026 | £18,420 | 51% |
| INV-8857 | Calder Group | 11 August 2026 | £9,860 | 48% |
| INV-8872 | Hartley & Sons | 19 August 2026 | £22,140 | 55% |
| INV-8890 | Novum Systems | 27 August 2026 | £7,310 | 44% |
One model
Consistent reports, dashboards and AI answers.
Visibility, connected.
Imagine one data model: a warehouse for your numbers, with tables and views instead of racks and forklifts. 277 connectors bring together disparate systems. We also connect to ERPs.
+271 moreThe model holds the answers. We handle the connections and definitions your data needs.
Capabilities
The grown-up pivot table
Orders and invoices together
Orders get counted a line at a time, invoices a whole invoice at a time, and they still sit in one grid, lined up on the month, customer or rep they share. You would have asked someone to build a combined view first. Don't.
Variance built in
You set the comparison once, and the gap between this month's margin and last month's sits in the next column along. Job done.
Top-N, honestly
You wanted the top 5 customers by margin, and 400 rows of everyone else would have buried them. So everyone else rolls into one Other row. The total still ties back.
Conditional formatting
You set the rule once: anything under 30% margin goes red. Next month you open the view and it is already red.
Relative dates
You set it to the last 12 months once, and the window is worked out again every time the view opens. Open it in March and it means March.
Excel export
You download it with the £ and the % intact, or take flat rows and do your own sums. Excel goes back to being an outbox.
Evidence
Drill to the row
Your financial director looks at the margin on the screen saying “that can’t be right”. Relax. Simply click the cell to open the invoices behind it. Check it live in seconds — together.
| Invoice | Customer | Date | Value | Margin |
|---|---|---|---|---|
| INV-8841 | Fenwick Engineering | 04 August 2026 | £18,420 | 51% |
| INV-8857 | Calder Group | 11 August 2026 | £9,860 | 48% |
| INV-8872 | Hartley & Sons | 19 August 2026 | £22,140 | 55% |
| INV-8890 | Novum Systems | 27 August 2026 | £7,310 | 44% |
Sample data — your grid shows your own invoices.
matrix_drilldown✓ 214 rowsTwo invoices cleared 50%, and the bigger of them hit 55% on 19 August. The cell and its rows agree.
Claude reads the rows you would have clicked, and the wallboard in the sales office reads the same ones. No second version of August.
Saved views
Yours, and shared on purpose
Owned, then shared
Every view has one owner. Share yours with permitted users. It appears in their picker and runs the query again when they open it, less anything permissions keep off their screen.
Plain English in
You type "aged debt by customer, over 60 days". The AI assistant checks what you are allowed to see based on permissions and runs it.
Consent-stamped writes
Reading your numbers is what Claude AI gets by default. Saving or deleting a view requires explicit permission. The system records every authorised person who makes a change.
See your data in the Matrix.
Book a live Matrix walkthrough. We’ll discuss the systems and definitions needed for your first view and run through the implementation scope.
Book a demo