An AI business report is a plain-language summary an assistant writes from your real CRM data, so you read numbers instead of building dashboards. In Orbit, you ask Hiro for the state of the business: deals moved, meetings booked, and money collected, pulled straight from your workspace. No charts to configure, no query language, nothing to maintain.
Every CRM promises reporting. Then you open the report builder: pick metrics, set filters, choose a chart type, save a view. It takes an afternoon you do not have, so it never happens, and you go back to judging the business by gut feel.
The numbers you actually need on a Monday are short: how many deals moved, how many meetings got booked, how much money came in. That is a paragraph, not a dashboard. So Orbit treats reporting as something you ask Hiro for, not a tool you have to learn.
Ask in plain words, and Hiro reads your real workspace:
A dashboard waits for you to visit, and it only answers the questions you thought to wire up. Hiro answers the question you actually asked, in the moment, in plain language. Want the same summary every Monday? Ask for it every Monday, and you get the same core numbers with no setup.
One thing worth being honest about: the report is only as good as what gets logged. That is why clean data matters. Duplicate detection and merge come free on every plan, and you can ask Hiro to tidy fields. See AI data cleaning for how that keeps the numbers trustworthy.
You should not need a query language to know if you had a good week. Ask Hiro three questions: deals, meetings, money in.
Hiro reads your data to report, it does not change it. When it does propose a change, that lands as a card you approve first. Reporting works through the free monthly AI credits included on every plan, with no API key to paste. You can top up with credit packs, and paid plans can bring their own key.
An AI business report is a plain-language summary written by an assistant from data already in your systems, instead of a dashboard you build and maintain. In Orbit, you ask Hiro for the numbers and it reads your real workspace: deals moved, meetings booked, and money collected.
Whatever is logged in your workspace: deals moved, meetings booked, money collected, and open tasks. Hiro does not estimate or project. It reports what was actually recorded, so the numbers stay honest to what happened.
No. There is no dashboard builder, metric picker, or query language. You ask Hiro in plain words, and it compiles the summary from the data already in your Orbit workspace, ready to read in about a minute.
It reports exactly what is logged, so gaps in logging become gaps in the report. Orbit helps you close those gaps: the meeting recorder on Pro transcribes calls on-device, duplicate detection and merge are free, and you can ask Hiro to tidy fields so records stay clean.
The free CRM needs no credit card. Asking Hiro for reports uses the free monthly AI credits included on every plan, with no API key to paste. You can top up with credit packs, and paid plans can bring their own key when credits run out.
Ask Hiro, and it reads your workspace and writes the summary. You start the week knowing where you stand.
Free forever plan. No credit card. No spam.