Opening proof path
SIRJ is loading the workspace, connector, or public page with the same proof path intact: ad spend, lead, booked job, invoice, paid.
See how SIRJ keeps AI-assisted dashboards, Ask Data answers, reports, and weekly insights reviewable before client-facing revenue claims go out.
Buyer answers
The review loop explains where human judgment belongs in a product that drafts dashboards, answers questions, and prepares client reports.
The dashboard keeps readiness, source health, missing setup, card rationale, metric definitions, recent activity, and report handoff visible so the account team can decide what is client-ready.
The reviewer does not need to reverse-engineer the dashboard after it is generated; the proof state is visible in the workspace.
Follow the review pathThe reviewer should check source freshness, setup requirements, metric eligibility, attribution confidence, unsupported states, report snapshot content, recommendations, delivery recipients, and export history.
Human review turns automation into a repeatable operating path instead of a one-click trust risk.
Follow the review pathWeak evidence is routed to validation, connector health, missing-data, unsupported-answer, or next-source states instead of being smoothed over by report copy.
The team can explain what is missing before the client asks why a number changed or why a card is absent.
Follow the review pathReview makes the reporting system more consistent: recurring templates, source requirements, weekly recipients, report history, and evidence routes stay aligned across client workspaces.
A stronger review loop reduces reporting surprises and makes expansion easier without lowering price.
Follow the review pathReview path
Review is a short sequence: source state, generated board, client output, then audit evidence.
| Step | What happens | User-visible proof |
|---|---|---|
| Review the source state | Check connected providers, selected resources, missing setup, stale data, last sync, source category, and whether the source can support the claimed metric. | Connector health and integration setup pages show the current readiness state before reports use the source. |
| Review the generated board | Confirm which cards unlocked, which cards stayed hidden, which prompts are suggested, and which next source would make the dashboard stronger. | The dashboard and AI builder pages expose card eligibility, prompt logic, next-gap guidance, and source-backed rationale. |
| Review the client-facing output | Inspect report snapshots, weekly insight text, recommendations, attention items, recipients, export status, and white-label branding before delivery. | Reports, sample report, weekly insights, and white-label pages show what the client will see and which proof path supports it. |
| Record the evidence path | Keep audit logs, report history, delivery records, data lineage, export state, and unsupported decisions available after the report leaves the workspace. | Compliance, audit, export, and data lineage pages explain what can be reviewed later. |
Guardrails
The review path is about revenue confidence: who can approve, what must be checked, and what evidence remains after delivery.
SIRJ keeps report snapshots, weekly recipients, delivery states, and source evidence visible so the team can decide what gets sent.
Validation pages and runtime states explain stale sources, missing fields, unsupported questions, and no-match attribution paths.
Roles, invitations, client workspaces, and permissions pages describe who can manage access, integrations, reports, billing, and compliance actions.
Audit log, compliance, data lineage, and export pages keep review evidence attached to the reporting workflow.
FAQ
Because client-facing revenue claims carry judgment. SIRJ automates the assembly and evidence path, while the account team approves what is ready to send.
The reviewer can act on setup, source, template, reporting, and recipient paths. The dashboard itself still follows source-backed eligibility rules instead of arbitrary card selection.
It should reduce rework. Review focuses attention on source gaps, unsupported claims, recipients, recommendations, and exports before the client sees a weak report.
No. Human review matters for every plan. Scale and Enterprise add deeper QA, architecture review, procurement needs, private connector planning, and governance support.
Ready when the numbers need to hold up
See how the dashboard is built, then follow the validation and reporting paths that keep client-facing claims defensible.