Contract Profitability Reporting with Custom Dimensions

A bespoke report is a custom-built report tailored to the specific dimensions, metrics, and business logic unique to your organization. Unlike template-based reports, bespoke reports in Sylus are generated using your own data models and defined dimensions — such as contract type, client segment, or region — so the output reflects the exact profitability picture your team needs, not a generic approximation.

Custom dimensions are the specific attributes you use to slice and analyze contract profitability — for example, client industry, contract duration, account manager, geography, or service line. In Sylus, you define these dimensions based on your data model, and the AI analyst uses them to structure every report and dashboard so margin analysis is always relevant to your business context.

No SQL knowledge is required. Sylus allows you to ask questions about your contract data in plain English — for example, 'What is the gross margin by client for active contracts this quarter?' — and the AI analyst returns charts, tables, and written insights automatically. The platform is designed for finance and operations professionals, not just data engineers.

Sylus grounds all analysis in your dbt models and dbt documentation, providing a governed data layer that ensures metrics are consistent and reliable across reports. Additionally, the platform's built-in metric verification workflow allows team members to request, review, and formally verify reports before they are distributed, reducing the risk of acting on incorrect data.

Sylus supports 500+ one-click integrations covering ERP systems, accounting and finance platforms, CRMs, databases, spreadsheets, POS systems, and more. This means you can consolidate contract revenue, cost, billing, and operational data from across your existing tech stack into a single, coherent profitability view without manual data preparation.

Sylus is SOC 2 Type II certified and HIPAA compliant, and offers self-hosted deployment for organizations requiring maximum data control. Neither Sylus nor its AI model partners train models on customer data, ensuring that sensitive contract and margin information remains entirely within your organization's governance boundaries at all times.

Yes. Sylus allows you to schedule AI-generated profitability summaries and full reports to be delivered to designated email addresses or Slack channels on a recurring basis. You can also configure alerts that notify stakeholders immediately when specific contract metrics — such as margin thresholds or revenue anomalies — change significantly.

Sylus provides multiple sharing options: you can distribute dashboards via a secure link, send email invitations with view or full-access permissions, or embed reports directly into internal portals or external products. Dashboards are designed to be visually polished and self-explanatory, making them suitable for board presentations, client reviews, or executive briefings without additional formatting.