For Operations

Get data insights
without waiting for your data team.

Your CEO needs numbers. Your board wants metrics. But the data team has a 2-week backlog. With Caret, ask questions in plain English and get answers in minutes.

No SQL · No Python · No waiting

Caret - AI-powered notebook for operations

We know the struggle

You shouldn't need engineering help for basic questions.

📬

Another 'quick data pull' request

Every day brings another urgent ask. And every time, you're stuck waiting for the data team to get to it.

🗓️

2-week backlog for 5-minute questions

The data team is building dashboards and pipelines. Your ad-hoc question isn't their priority.

📉

By the time you get data, the moment passed

That board meeting already happened. That decision got made. Insights delayed are insights denied.

🤷

You shouldn't need SQL for this

You're strategic, not technical. You need answers, not another programming language.

Before: The old way
MonCEO asks about Q3 metrics
TueFile data request ticket
WedTicket sits in backlog
ThuAnalyst asks clarifying questions
FriYou answer, request reprioritized
MonFinally get raw CSV
TueFormat in Google Sheets
WedShare with CEO
Time to answer: 10 days
After: With Caret
9:00amCEO asks about Q3 metrics
9:01amOpen Caret
9:02amType: "What were our Q3 metrics vs Q2?"
9:03amGet formatted answer with charts
9:04amShare link with CEO
Time to answer: 4 minutes
How it works

From question to answer in 3 steps

1

Connect your data (one-time)

Point Caret at your company database or upload CSVs. Your IT team helps with setup.

2

Ask in plain English

No SQL. No code. Ask: "What's our MRR?" or "Show me churn by segment."

3

Get answers & share

Results formatted for executives. Share a link — recipients don't need to install anything.

board-metrics.caret
What's our current ARR and growth vs last quarter?
Output
Current Metrics:
                
ARR:           $4.2M (+18% QoQ)
MRR:           $350K
Net Retention: 112%
Customers:     847 (+23% QoQ)
Break down ARR by customer segment
Output
ARR by Segment:

Enterprise:  $2.1M  (50%)
Mid-Market:  $1.4M  (33%)
SMB:         $700K  (17%)
Features

Built for how operators work

Self-serve analytics without the technical learning curve.

Truly No-Code

If you can write an email, you can use Caret. Describe what you need, get what you need. AI handles the technical translation.

One-Click Sharing

Generate a view-only link in seconds. Send to your CEO or board. Recipients see results, not code.

Executive-Ready Output

Results are clean and professional. Charts are presentation-ready. Numbers properly formatted.

Build Your Knowledge Base

Every question you ask is saved. When the board asks again next quarter, your template is ready.

Secure & Compliant

Data processed locally by default. Share only what you choose. Enterprise-ready security.

Works Offline

Prepping for a board meeting on a flight? Your notebooks are cached locally. Always accessible.

Use cases

What operators ask Caret

Board Meeting Prep

"What's our ARR?" "Show me net retention by cohort" "Customer count with growth rates"

Board metrics in 15 minutes, not 5 days

CEO's "Quick Questions"

"How many enterprise deals closed?" "What's our average sales cycle?" "Compare to last year"

Answers in 5 minutes, not 5 days

Investor Data Room

"Monthly revenue for 24 months" "CAC trend" "Top 10 customers with concentration"

Data room in 1 day, not 1 week

Weekly OKR Tracking

"Progress on revenue target?" "New users this week vs goal?" "Feature adoption rate?"

Automated weekly metrics brief
Testimonials

What operators are saying

I used to dread when our CEO asked for numbers. Now I can get him answers before he finishes asking the question.
Amanda Torres
Chief of Staff
Result
90% faster
Our data team was drowning in ad-hoc requests. Caret let me self-serve, freeing them to build actual data products.
David Kim
VP Operations
Result
70% fewer tickets
Board prep used to take a full week. Now I can do it myself in an afternoon. Game changer.
Rachel Foster
Founder's Office
Result
5 days → 4 hours

Stop waiting. Start answering.

Your next exec request is 4 minutes away from an answer.

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