# Dashboards and reports built by chatting

> Ask Volty for the sales, payments, bookings or stock report you wish you had. It builds it on your Tables, and an admin approves it before your team opens it.

Front-office and back-office reports on your own data, from sales and payments to stock, built from a plain-language request to Volty.

Talk to Volty · Sandbox Trial

Updated Nov 8, 2026

## What it does

### Sales channel dashboard

- Sales by channel or source
- Values and shares side by side
- Built on your own data

### Sales rep performance

- Deals won per rep
- Median reply time beside it
- This month or last

### Heatmap of bookings

- Delivery slots by day and hour
- The busiest slot called out
- Fits on a phone

### Financial projections

- Projected cash in and out
- Actuals next to the projection
- The net position

### Accounts receivable reports

- Aged by customer
- Overdue total on top
- Oldest debt in red

### Inventory forecast

- Stock level and forecast
- A reorder point you set
- A suggested order value

### Reports built by simply chatting

- Built from a chat request
- Approved by an admin
- Roles and restricted tables

> “Since implementing Volty, we've gained powerful insights into our customers' demands, enabling us to make impactful, strategic changes.”

Lucy · Managing Director, Elements Wellness

- Creative Eateries · Email reply speed per representative.
- Cake Inspiration · Who is waiting, urgent chats and weekly volume on one screen.
- Happy Fish · Daily message counts per teammate.

## How it works

- 01 · Say what you want to see · Describe the report in plain words, the way you would to an analyst.
- 02 · Approve it · Check the preview, ask for changes, and an admin approves it.
- 03 · Use it every day · Open it whenever you need it and ask Volty to change it as the business changes.

## By industry

- Ecommerce & Retail Orders, stock and ad results in one screen
- B2B Open deals and reply speed per rep
- Clinics & Spas Bookings and no-shows by week

## Frequently asked questions

Anything you can describe over your data: sales by channel, team performance, delivery slots by day and hour, cash collected against invoiced, receivables aging, stock left. You ask Volty for it in plain words.

Your Tables, which Volty and your automations fill from conversations, connected systems and spreadsheets you upload. A report shows what is in them.

Roles decide who can open apps at all and who can build or edit them, and an admin approves every report before your team uses it. You can also restrict a Table to named people or teams.

Only when a person clicks. An app can add or change a row when a staff member clicks, and it is saved as that person after a short undo, only where they are allowed to edit that table. Nothing else changes your data except Volty or an automation you have approved.

No. Describe what you want to see and Volty builds it. You ask for changes the same way.

## Start your Sandbox Trial

Talk to Volty · Start your Sandbox Trial

Sign up for our 7-day trial. No credit card needed.

Not convinced? Hear more from our CEO and Volty

The Leonard and Volty Show · October 8, 2026

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Trust in the AI world

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Does the AI model matter?

The Leonard and Volty Show · August 19, 2026

What are AI agents?

Meta now charges for WhatsApp replies. Here's what it means for your business, October 8, 2026

## Links

- [Ecommerce & RetailOrders, stock and ad results in one screen](https://voltade.com/industries/ecommerce)
- [B2BOpen deals and reply speed per rep](https://voltade.com/industries/b2b)
- [Clinics & SpasBookings and no-shows by week](https://voltade.com/industries/clinics-and-spas)
