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Helium / Revenue intelligence

Trusted context active

Question

Why did net revenue retention fall last quarter, and what should we do next?

18 sourcesPermission-aware

Plan

Compare cohorts, isolate drivers, test significance, model recommended action.

Evidence

Sources linked

WITH retention AS (
  SELECT account_segment,
         sum(renewed_arr) / sum(start_arr)
         AS nrr
  FROM revenue_cohorts
  WHERE quarter >= '2026-Q1'
  GROUP BY 1
)
SELECT * FROM retention;

Finding

Mid-market activation explains 61% of the decline

High confidence

Next move: tighten the 50–250 seat onboarding handoff. Modeled upside: $1.2M ARR.

Connect the stack · Understand the business · Deliver the answer

One intelligence layer

From a question to a decision, without losing the truth.

Helium combines the speed of an AI analyst with the context, controls, and distribution an operating business demands.

Trusted context

Definitions, lineage, playbooks, and business logic give every answer the meaning your company already agreed on.

Instant answers

Ask in natural language and get charts, SQL, Python, raw data, and source references in one inspectable thread.

Deep investigation

Move from what happened to why it changed, what drove it, and what the business should do next.

Operational delivery

Put governed analysis in the browser, Slack, Teams, email, embedded products, APIs, and AI assistants.

Conversational analytics

Ask naturally. Verify everything.

Helium finds the right data, writes the SQL or Python, builds the chart, and cites the definitions behind it. Inspect the raw rows, edit the logic, download a CSV, or keep investigating in the same multilingual thread.

“Which customer segments are growing fastest—and is the change significant?”

Revenue metricCustomer glossary3 source tables

SELECT a.segment, sum(r.arr) AS revenue

FROM revenue r

JOIN accounts a ON a.id = r.account_id

WHERE r.month >= current_date - interval '6 months'

GROUP BY 1 ORDER BY 2 DESC;

View raw dataOpen chartSQL · Python

Deep Analysis

Dashboards show the metric. Helium finds the reason.

Approve the investigation plan, let Helium examine the question from every angle, then walk away with the drivers, evidence, and next move.

Expansion revenue investigation

Deep analysis · 18 sources · 42 queries

Analysis complete

Approved plan

Segment the decline

Test leading indicators

Quantify causal drivers

Methodology

Cohort decomposition, contribution analysis, seasonality adjustment, and confidence testing.

Primary driver

Activation fell in the mid-market

−14.8%

vs. prior quarter

61%

of decline explained

segments affected

High

confidence

Recommendation: prioritize the onboarding handoff for 50–250 seat accounts; modeled upside is $1.2M ARR.

A/B test analysis

Forecasting

Scenario planning

Marketing mix modeling

Context Agent

AI without your business context is only guessing.

Helium builds and maintains a governed knowledge layer from the systems where your business logic already lives. Every answer starts from the same definitions.

Documents what is missing. Generate table, metric, and glossary documentation.

Finds what disagrees. Surface conflicting logic across models, dashboards, and code.

Learns under review. Route every proposed change through sandbox and human approval.

dbt

Looker

GitHub

Warehouse

Conflict found

Review #184

Trusted
context

Net revenue retention

Metric definition · revenue.yml

Approved

Definition

Lineage

Access

Automated reports

The business review writes itself. The conversation keeps going.

Schedule a complete written analysis with comparisons, anomaly callouts, and executive files—then ask follow-up questions in the same delivery thread.

Monday GTM brief

Every Monday · 8:00 AM

Delivered

Pipeline strengthened, but enterprise conversion needs attention.

Qualified pipeline grew 12% week over week. The gain came from mid-market inbound, while enterprise win rate fell 4.2 points as security review time expanded.

Pipeline

$8.4M

+12%

Win rate

24.1%

−4.2pt

Cycle

47d

+6d

GTM-weekly-brief.pptx

12 slides · sources included

Download

Meet every team where they work

Slack

Teams

PowerPoint

Follow-up in thread

“Break down the enterprise delay by security requirement and owner.”

Helium is investigating

A complete analyst system

Start with one job. Expand into one operating layer.

Six focused modules work independently and become more powerful together—one shared context, one permission model, one continuous thread of evidence.

Ask

Conversational analytics

Questions become verified answers, charts, editable SQL, Python, and downloadable data.

Multilingual · Follow-ups · CSV export

Investigate

Deep analysis

Review the plan, explore every angle, isolate drivers, and receive an executive-ready recommendation.

Forecasting · A/B tests · Scenarios

Brief

Automated reports

Turn weekly, monthly, and executive reviews into recurring narratives with anomaly callouts.

Email · Slack · Teams · PPT · PDF

Teach

Context agent

Import business logic, author missing documentation, catch conflicts, and improve through review.

dbt · Looker · GitHub · BI

Control

Governance & access

Keep every answer inside role, group, row, workspace, and policy boundaries.

RBAC · RLS · SSO · Audit logs

Ship

Developer & distribution

Bring the complete analyst into customer products, internal tools, copilots, and workflows.

Embed · API · MCP · Custom skills

Designed around outcomes

Every capability starts with what someone needs to do next.

Answer & verify

Natural-language questions, charts, visible SQL and Python, raw data, sources, and CSV export.

Investigate & explain

Plan preview, root-cause analysis, anomaly drill-down, statistics, methodology, and recommendations.

Summarize & deliver

Comparative narratives, anomaly callouts, recurring schedules, files, and threaded follow-up.

Train & align

Metrics, glossary, playbooks, auto-documentation, semantic imports, feedback, and version review.

Govern & segment

RBAC, group access, row filters, workspace isolation, SSO, audit, and shared billing.

Extend & distribute

Embedding, APIs, embedded login, MCP, custom skills, and channel integrations.

Connector fabric

Bring the whole data stack. Send intelligence everywhere.

Connect databases, semantic layers, BI, code, files, and delivery channels through one governed fabric. Context flows in; analysis flows out.

Data

PostgreSQLMySQLSnowflakeBigQueryDatabricksRedshiftClickHouseTrino

Context

dbtLookerGitHubSemantic layersBI dashboardsCSV / Excel

Delivery

SlackMicrosoft TeamsEmailEmbedREST APIMCP

Your stack is part of the model—not an afterthought.

Standard SQL connectivity, custom connectors, skills, and APIs keep the platform open.

Connect · understand · deliver

Platform architecture

Six systems. One governed path from raw data to action.

A modular foundation connects, understands, reasons, distributes, controls, and extends analytics without breaking the chain of trust.

Connectivity

Warehouses, semantic layers, BI, code, and files

Knowledge

Metrics, glossary, lineage, playbooks, and definitions

Orchestration

Retrieval, SQL, Python, agents, and statistics

Delivery

Browser, chat, email, files, and recurring cadence

Governance

Roles, groups, rows, SSO, workspaces, and audit

Developer

Embedding, APIs, skills, connectors, and MCP

Developer & distribution

Put the analyst inside anything.

Helium is not confined to a tab. Embed the complete experience, call it through APIs, give external assistants governed MCP access, or connect operational tools with custom skills.

Iframe embed

Ask & agent APIs

Embedded login

MCP & skills

helium / ask

POST /api/agentic
{
  "workspace": "gtm",
  "question": "Why did NRR move?",
  "deliver_to": ["slack", "email"]
}

// streamed, sourced, permission-aware
{
  "status": "investigating",
  "run_id": "ana_8k2f"
}

REST API

MCP

Embed SDK

Browser chatSlack threadsTeamsScheduled reportsAdmin consoleEmbedded copilotAPI

Workspaces

Isolation where it matters. Shared intelligence where it helps.

Separate users, data connections, context, and permissions for every operating boundary—while the organization keeps one policy and billing control plane.

Helium organization

Global control plane

Shared billing

Inherited security policy

Central SSO

Unified audit posture

Promote approved context from sandbox to the workspaces where decisions happen.

Global control plane

Organization

Billing, SSO, audit posture, connector policy, model review, and developer credentials.

Finance · GTM · Product

Functional

Isolated data, local business logic, team roles, and channel routing for focused decisions.

Board · MBR · Weekly

Executive review

A decision room for recurring KPI narratives, deep dives, presentations, and follow-up.

Embedded analytics

External tenant

Per-customer users, branding, entitlements, and data boundaries inside your own product.

Model and review

Sandbox

Generate context, test changes, collect feedback, and promote approved versions to production.

Governance & access

Make data available without making it exposed.

Permissions travel with every question—from the workspace and source, through the generated query, to the chart, export, embedded experience, and audit event.

Permission-aware by design

One question.
The right answer for each person.

Finance

Global revenue

All regions

GTM lead

Pipeline

Assigned region

Customer

Usage

Own tenant

Role-based control

Admins, modelers, members, and viewers get precise capabilities across people, models, and analysis.

Row-level security

Group-based table access and dynamic row filters keep every generated answer inside source permissions.

Workspace isolation

Separate users, connections, context, delivery routes, and permissions without fragmenting central policy.

Complete audit trail

Trace questions, generated code, data access, model changes, exports, and administrative events.

Enterprise identity

Centralize authentication with SSO, group synchronization, embedded user login, and policy inheritance.

Governed execution

Visible SQL and Python, read-only guards, approval workflows, source citations, limits, and timeouts.

Ask better questions

Stop reporting on the past. Start deciding what happens next.

Give every team an analyst that knows the business, shows its work, respects access, and arrives wherever the decision is being made.

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Context · Answers · Investigations · Reports · Governance · APIs