Patrimoine
The same number, everywhere.
Your KPIs defined once in the company KPI tree, reports requested in one sentence, and the same number served everywhere, with its context.
/insightsOne definition, one owner, one single tree.
Patrimoine brings your KPIs together in the company KPI tree, from operating result down to tickets and purchases, linked by certified formulas. Recomputed continuously, commented by your teams: it is the shared reference, for your teams and for the agents.
Maison Verdier demo, a fictional company.
“Gross margin, version 3, certified by Nadia Bensaïd on 12 Sept.” A number without a definition does not exist.
A number never comes out of a language model: it comes from dbt and Cube, tested on every load by the platform.
A context, a decision or an adjustment attaches to a node and a period. The agents reread it right away.
A report is requested in one sentence.
A view, a cadence, recipients. Patrimoine builds the report from the certified definitions and sends it on time. If your teams already live in Power BI, Metabase or Looker, it generates it there too, without an analyst having to rebuild it.
- Built on the certified definitions, never recomputed by hand
- Facts from the agent, context from your teams
- PDF, email, Slack, Teams or your BI tool
Insights agent finding · 06:00Roubaix alone weighs 0.6 pt in the network gap.Maison Verdier demo, a fictional company. Stores in alphabetical order.
The same number everywhere, with its context.
Every certified KPI travels with everything needed to read it. In Slack, in your BI or in meeting notes: whoever receives it knows where it comes from, who owns it and why it moves.
Today’s margin brief, for the 9 am committee.
Two thirds of the gap comes from textile purchases (+14%).@Patrimoine and by store?
Here is the margin for the 6 stores in your scope, definition v3.
- Quarterly margin review
Two thirds of the gap comes from textile purchases (+14%).- Textile restock before the sales
- Opening of the Béthune store
Fictional examples, based on the Maison Verdier demo. The tools are drawn in a generic style.
Definition, version, owner, agent finding, signed explanation: all of it leaves with the number.
An embed or a report shows each person what they are allowed to see, and nothing else.
Recomputed on every load. The embed updates itself, the BI template reads the semantic layer live.
