Today
- One-off analysis request
- Copied query
- Spreadsheet handoff
- Static dashboard
- Missing review trail
- Recreated next month
Managed SaaS for recurring business questions
Recurring business questions deserve repeatable answers.
Underdata is a managed SaaS that turns recurring business questions into governed, reusable data workflows. Capture the question, approve the logic, run it through governed data sources, review the answer, and publish it as a dashboard or data app.
Private beta for teams that need repeatable analysis with human review and governed execution.
Margin workspace / Monthly review
Governed workflow
Why did gross margin drop this month?
Reviewed run
- Question
- Plan
- Approval
- Execution
- Reviewed answer
- Dashboard app
Question
Find the largest drivers of this month's gross margin drop and prepare a workflow we can rerun next close.
Analysis plan
- Compare current month to prior period.
- Break margin by product line, region, and discount band.
- Execute approved query, review the answer, and publish dashboard.
select product_line, region, discount_band,
margin_delta_points, driver_share
from mart.gross_margin_drivers
where close_month = date '2026-06-01'
order by driver_share desc;lineregionimpact
AppliancesSouth-2.9 pts
FurnitureWest-0.8 pts
ServicesAll+0.3 pts
Reviewed answerMargin fell 4.8 pts. Discounting in South region appliances explains 61% of the drop; freight was secondary.
Workspace policy: analyst approval required
Finance lead
Approved: publish for close review.
The Underdata workflow
Every repeated question becomes a controlled workflow.
- Question
Start with a recurring business question and the decision it supports.
- Plan
Turn the request into an analysis plan with definitions and data sources.
- Execution
Run approved steps through governed data access and visible controls.
- Reviewed answer
Capture the result, reasoning, and recommended action in the workflow.
- Reuse
Keep the logic as a workflow that can be reviewed, rerun, and shared.
- Publish
Publish trusted results as dashboards or data apps for business teams.
Recurring questions should not be rebuilt every month.
Finance asks why gross margin dropped. Operations asks why inventory coverage moved. Revenue asks what changed in conversion. The logic often ends up split across messages, queries, spreadsheets, and static dashboards, so the next run starts from memory instead of a reviewed workflow.
With Underdata
- Business question captured
- Approved analysis plan
- Governed execution
- Reviewed answer with reasoning
- Reusable workflow
- Published dashboard or data app
Governed workflow
The workflow lives where the evidence lives.
Underdata keeps the question, assumptions, queries, calculations, reviewed answer, and next actions in one reusable workflow, so teams can review and rerun the work instead of rebuilding it each time.
Gross margin close review
Question, assumptions, approved query, result table, reviewed answer, owner review, and publish controls stay in one governed workflow.
Approved SQL
select product_line, margin_delta from mart.gross_margin_driversCalculation
driver_share = margin_delta / total_dropVariance chart
Workflow controls
- Business question
- Analysis plan
- SQL
- Python
- Charts
- Tables
- Reviewed answers
- Review state
- Rerun controls
- Publish actions
Underdata AI
A governed assistant for workflow work.
Underdata AI helps turn a request into an analysis plan, asks for missing context, proposes workflow changes, waits for review, runs approved steps, evaluates the result, and returns a reviewed answer you can preserve and reuse.
- 1Request
- 2Plan
- 3Approval
- 4Operations
- 5Execution
- 6Evaluation
- 7Reviewed answer
Business request
Why did gross margin drop this month? I need a workflow we can review and rerun every close.
Underdata AI plan
I found margin, discount, freight, and product tables. I will compare month-over-month drivers, flag the largest variance, and wait for approval before changing the workflow.
Proposed plan
- Create the analysis plan with margin definition and owner.
- Run the approved gross-margin query by product line, region, and discount band.
- Add a variance chart and supporting table.
- Write the reviewed answer, review status, and publish path for the dashboard.
Underdata AI proposes. Reviewers approve. Underdata executes the workflow.
Dashboards and data apps
Dashboards and data apps are published workflow results.
Publish trusted workflow results as dashboards and data apps that business teams can use without editing code, while keeping the source logic visible and traceable.
Gross margin variance dashboard
Close review for finance and operations
Product lineDriverAction
AppliancesDiscountingReview approvals
FurnitureFreightWatch
ServicesMixOn track
South appliances explain most of the margin drop after discount approvals increased late in the month.
Review discount guardrails before the next close and rerun this workflow on Monday.
Governance
Control the workflow without exposing internal plumbing.
Admins manage access, data sources, review policy, approved actions, scheduled runs, and publishing rules from the workspace.
Plan and access management
Users and permissions
Governed data sources
Workflow review policy
Approved Underdata AI actions
Run history and lineage
Scheduled workflow runs
Dashboard and data app publishing
Start with the questions teams already repeat.
Underdata is designed for recurring questions whose answer needs to survive the month-end meeting and become reusable operating work.
Sales performance
Explain what changed in pipeline, conversion, discounting, and bookings without rebuilding the review each month.
Gross margin and profitability
Preserve margin driver logic, supporting evidence, and reviewed answers from every close.
Inventory and operations
Track coverage, stockouts, demand shifts, and operational exceptions with reviewed workflows.
Customer retention and renewal risk
Combine customer signals into a reviewed workflow that sales and success teams can rerun before each renewal window.
Executive reporting and business reviews
Keep recurring leadership reviews tied to the source question, plan, reviewed answer, and published result.
Private beta
Turn your recurring business questions into governed workflows.
Request access to discuss one repeated question, the review policy it needs, and the dashboard or data app your team wants to publish from it.
Private-beta access is managed by Underdata. Limits, review policy, and workspace access are agreed directly with each team.