Platform · Slice & Dice

Pivot, aggregate and chart any data — no SQL required

Turn any entity into an interactive pivot table. Drag dimensions onto rows and columns, pick a measure and aggregation, then chart it and drill down to the underlying records.

Pivot tables Count · Sum · Avg Charts & drill-down SQL & queries Save as widget
app.processo.io/analytics/slice-dice
Slice & Dice Drag fields from any entity into Rows, Columns and Values
Clear Save view
COLUMNS 1 StageOpportunities
Σ VALUES 1 # Deal ValueOpportunities SUM ⌄
ROWS 1 OwnerOpportunities
Owner Negotiation Won Total
A. Morgan 316K 412K 728K
R. Collins 262K 305K 567K
S. Bennett 188K 246K 434K
D. Foster 141K 190K 331K
Total 907K 1.15M 2.06M
Grid options
How it works

From raw records to a saved widget — in five moves

Slice & Dice reads straight from your entities. There's no export, no separate BI tool, no modeling step — point it at any data set and explore.

1

Build the pivot

Drag dimensions onto Rows and Columns. Each unique value becomes a row or column header; cells fill with the aggregated measure and totals are computed automatically.

2

Swap dimensions & measures

Replace Region with Owner or Stage, switch the measure from Value to Count, or change the aggregation from Sum to Average — the grid recomputes instantly.

3

Chart it

Flip the same pivot into a bar, line, pie or stacked column chart. Dimensions become axes and series; measures become the values plotted.

4

Drill down to records

Click any cell or bar to expand the exact records behind that number — open a deal, a ticket or an order without leaving the analysis.

5

Save it as a widget

Pin the pivot or chart to any dashboard as a reusable widget. Compose several widgets into an executive view, share it through the page viewer, and it refreshes live as records change.

Aggregations

One measure, five ways to summarize

Pick the aggregation per measure. The same Deal Value field can be summed for pipeline, averaged for deal size, or counted for volume — all in the same pivot.

COUNT

How many records fall in each cell — deals, tickets, orders.

SUM

Total a numeric or currency field — total pipeline, revenue, hours.

AVG

Average value per group — average deal size or resolution time.

MIN

Smallest value in the group — earliest date, lowest amount.

MAX

Largest value in the group — biggest deal, latest activity.

Bar & column

Compare values across a dimension.

Line & area

Trend a measure over time.

Pie & donut

Show composition of a whole.

Stacked

Break each bar by a second dimension.

Visualize

The same pivot, charted in a click

Slice & Dice keeps the table and the chart in sync. Toggle between views to read exact figures or spot the shape of the data — rows and columns map straight onto axes and series.

  • Axes follow your shelvesRow dimension becomes the category axis; column dimension becomes the series — no chart config to wire up.
  • Interactive, not staticHover for exact values, click a segment to drill in, and the chart updates live as records change.
  • Brand-styled by your themeCharts pick up your theme colors so every dashboard looks consistent.
app.processo.io / queries
SQL
pipeline-by-ownerOpen pipeline grouped by sales owner
3 widgets SQL
GQL
open-ticketsUnresolved tickets with assignee & comments
2 pages SQL
SQL
revenue-by-monthShipped order revenue, last 12 months
1 widget SQL
SQL
overdue-tasksTasks past due date by assignee
1 function SQL
GQL
vendor-onboarding-statusVendors with current approval step
2 widgets SQL
SQL
top-customersCustomers ranked by order count
1 agent SQL
Saved queries

A shared library your whole org can reuse

Every saved query lives in one place with a name, language and usage count. A saved query isn't a dead end — it's a live data source you can pivot in Slice & Dice, bind to a page, return from a function or hand to an AI agent as a tool.

  • Named & discoverableFind queries by name or language; see at a glance where each one is used across pages, widgets, functions and agents.
  • Edit once, update everywhereRefine a query in one spot and every consumer picks up the change — no copy-paste drift.
  • Process-scopedQueries belong to a process, so each app keeps its own isolated, governed query set.
Governance

Powerful analysis, no leaks

Pivots, drill-downs and hand-written queries all run inside Processo's permission model. Analysis can be flexible without ever bypassing who's allowed to see what.

Row-level access respected

Results honour the data-level (row) and field-level access mapped in the Authorization Matrix — a user only ever sees rows their hierarchy permits.

PII & ePHI aware

Fields flagged PII or ePHI stay protected. Sensitive columns are masked or withheld for users without clearance — even inside an ad-hoc query.

Scoped & multi-tenant

Queries and pivots are scoped to their process and organization. In a multi-tenant setup, one tenant's analysis can never reach another's data.

Widgets & dashboards

Compose pivots into a live dashboard

Save any pivot, chart or query result as a widget, then drop several onto a dashboard. Resize, arrange and share through the page viewer — every widget refreshes live as records flow through your process.

app.processo.io/pages/revenue-overview
Total pipeline
$4.87M
▲ 12.4% vs FY25
Avg deal size
$38.6K
▲ 4.1%
Win rate
31.8%
▲ 2.0 pts
Quarterly pipeline (Sum of Value)
Mix by region
NA · 41% EMEA · 28% APAC · 19% LATAM · 12%
In practice

The same tool across every process

Because Slice & Dice reads any entity, the questions change but the workflow doesn't.

Sales pipeline

Owner × Stage with Sum of Value — see where revenue is concentrated and which reps have stalled deals, then drill into the ones to chase.

Support tickets

Priority × Week with Avg of Resolution Time — spot which priorities are slipping SLA and drill into the slowest tickets.

Order management

Product Category × Month with Count and Sum of Total — track volume against revenue and find the SKUs driving growth.

Works with

Part of the analytics stack

Slice & Dice sits on top of your data model and feeds your apps. It pairs naturally with the rest of the platform.

Start in minutes

Ask your data anything — then pin the answer

Point Slice & Dice at any entity, build a pivot, chart it and drill into the records — or write it yourself in SQL. No export, no separate BI tool. Save it as a widget and your dashboard stays live.

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