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Elenivo Operations Overview

Total Clients
Decisions Run
Active Engagements
Avg Confidence
Recent Decisions
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No decisions yet. Run your first analysis from the SDE Analysis tab.

Client Management

Manage client profiles, tiers, and engagement metadata

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No clients yet. Create your first client profile.

SDE Analysis

Run the Strategic Decision Engine — EDN → M1/M2/M3 → Orchestrator

1. Select Client & Tier

The Core

Quick Signal Scan

The Architect

Full Analysis

Élite

Deep Dive + Market

2. Bring data in

Connect a system (QuickBooks/Xero), upload a file for Mateo to clean, or enter the basics manually. Confirm there, then continue back here to score. Data is processed in memory and never stored — or skip this and type metrics directly below.

3. Context
0.5
0 = very conservative, 1 = aggressive
4. Business Metrics — Ephemeral: never stored
Export & Deliver
Export Language:
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Executive Brief (PDF)
Branded client-ready report
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Executive Brief (DOCX)
Editable Word document
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Power BI / Tableau
Structured CSV for dashboards
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Excel Workbook
Multi-sheet formatted .xlsx
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Raw JSON
Full decision record
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Copy Summary
Plaintext for email/Slack

SDE Analysis · Bring Data In

Connect a system (QuickBooks/Xero), upload a file for Mateo to clean, or enter the basics manually — then confirm and continue to scoring. Processed in memory; never stored.

1. Upload & options
Live connect — zero-retention

Pull the client’s current numbers straight from their accounting system. They sign in to their own QuickBooks; data is fetched in memory and never stored. The result appears below for your confirmation, just like a file.

No file? Enter the basics manually

Decision History

Browse and export past decision records

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Decision records will appear here after you save analyses.

Direct Database Connection (Live Dashboards)
For live Power BI or Tableau dashboards, connect directly to Supabase via PostgreSQL:
Host: db.fzcpakoaaqxzeiqwflvm.supabase.co
Port: 5432
Database: postgres
Schema: public
Tables: assessments, clients, assessment_exports
Use a read-only database user for BI connections. Never expose the service role key.

Data Rights

GDPR / CCPA data-subject controls — export a tenant's data or execute right-to-erasure. Actions are scoped by tenant and written to the immutable audit ledger.

1. Select Tenant
2. Export Tenant Data
Bundles every tenant-scoped table into a single JSON file, hashes it (SHA-256), and returns a private, time-limited download link (valid 7 days). Logged as session.exported.
3. Right to Erasure (Delete)
Hard-deletes all identity, linking, and business data for the tenant. The immutable ledger (decision_records, audit_logs) is retained but anonymized by unlinking — its identifiers no longer resolve to a person. This is irreversible. Always run a preview first, and consider generating an export beforehand.

Record Outcomes

Record whether a client acted on a decision. Each outcome updates the operational record and, on the first terminal outcome, contributes one anonymized, unlinkable fact to the benchmark base (the EDN historical edge).

1. Select Tenant
2. Decisions
Recent signed decisions for the selected tenant. Set an outcome per decision — Accepted (proceeded), Rejected (chose not to), or Ignored (no action taken). One outcome per decision; the first terminal outcome seeds the anonymized benchmark base.
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Select a tenant to load its decisions.

AI
Elenivo AI
Admin Intelligence
📊 Dashboard
Welcome to Elenivo AI. I can help you analyze clients, draft briefs, compare assessments, and manage your pipeline. What do you need?