Executive

The Executive persona represents business leaders, directors, and C-suite members who consume data insights to make strategic decisions. Executives interact with the MATIH Platform primarily through pre-built dashboards in the BI Workbench and through the conversational AI interface for ad-hoc questions.

Role Summary

Attribute	Details
Primary workbench	BI Workbench (3000)
Key services	BI Service, AI Service
Common tasks	Review KPI dashboards, ask strategic questions, share insights
Technical depth	Low -- no SQL or coding required

Day-in-the-Life Workflow

Time	Activity	Platform Feature
8:00 AM	Review morning KPI dashboard	BI Workbench pre-built executive dashboard
9:00 AM	Ask about revenue anomaly	Conversational AI: "Why did revenue drop in EMEA?"
10:00 AM	Prepare board presentation	Export dashboard as PDF report
11:00 AM	Review customer metrics	Conversational AI: "Show top 10 accounts by growth"
2:00 PM	Check team performance	Pre-built operational dashboard
3:00 PM	Set up alert for KPI threshold	Alert configuration: "Notify me if churn exceeds 5%"

Key Capabilities

Executive Dashboards

Pre-built dashboards tailored for executive consumption:

Dashboard	Content
Revenue Overview	Total revenue, growth rate, revenue by segment
Customer Health	Active accounts, churn rate, NPS score
Operational KPIs	System uptime, query volume, active users
Financial Summary	Cost analysis, margin trends, budget vs. actuals

Natural Language Queries

Executives can ask questions without any technical knowledge:

Question Type	Example
Trend analysis	"How has revenue trended over the last 6 months?"
Comparison	"Compare this quarter's performance to last year"
Root cause	"Why did customer acquisition drop in January?"
Forecasting	"What is the projected revenue for next quarter?"
Drill-down	"Break that down by product line"

Report Generation

Feature	Description
Scheduled PDF reports	Automatic delivery of dashboard snapshots
Email delivery	Reports delivered to inbox on a schedule
Export formats	PDF, PNG, CSV for different use cases
Branded reports	Company-branded report templates

Alerts and Notifications

Feature	Description
KPI threshold alerts	Notifications when metrics cross defined thresholds
Anomaly alerts	AI-detected unusual patterns in business data
Multi-channel delivery	Email, in-app, Slack, webhook notifications
Digest scheduling	Daily or weekly summary digests

Interaction Model

The Executive interacts with the platform through two primary channels:

Channel 1: Pre-built Dashboards
  BI Workbench --> Executive Dashboard --> KPI Cards, Charts, Tables
                                      --> Drill-down into details
                                      --> Export as PDF

Channel 2: Conversational AI
  Any Workbench --> AI Chat Panel --> Natural Language Question
                                 --> AI-generated Answer + Chart
                                 --> Follow-up Questions
                                 --> Save to Dashboard

The platform is designed so that the Executive never needs to write SQL, configure data sources, or understand the underlying data model. The semantic layer translates business terms into the correct database queries automatically.

Backend Services

Service	Port	Interaction
`bi-service`	8084	Dashboard rendering, report generation
`ai-service`	8000	Natural language queries, conversational analytics
`render-service`	8098	PDF and image export
`notification-service`	8085	Alert delivery

Related Chapters

Conversational Analytics -- AI-powered data interaction
BI and Dashboards -- Dashboard capabilities
Getting Started Guide -- Role-based reading path

Platform Admin Technology Stack