Skip to content

CEO / CFO user guide

What is AgentBI?

AgentBI is the control panel for AI agent business performance. You see how much money agents generate, how much employee time they save, and how efficiently they run.

Why it matters:

  • make decisions from data, not gut feel;
  • identify the highest-performing agents;
  • decide where to invest in AI next;
  • control agent spend before budget overruns.

AgentBI is not about security (that is AegisAI) and not about how agents are orchestrated (that is AgentOps).
AgentBI answers: what agents deliver to the business.

Quick sign-in

  1. Open http://localhost:3000 (or your corporate URL).
  2. Sign in with the demo account (demo@agentbi.online / demo123 via Try the demo / /demo/login.html) or your corporate login.
  3. You land on the Executive Dashboard.

Nothing to install — AgentBI is a web app.

Executive Dashboard

KPI cards

Metric What it shows Why it matters
Total Agents Active agents in the system Scale of AI adoption
Total Value Money / value agents created Investment payback
Total Cost Agent spend (API, inference, etc.) Cost control
Net ROI (Value − Cost) / Cost × 100% Primary efficiency KPI
Time Saved Employee hours returned Ops / HR impact
Avg Agent ROI Average ROI across the portfolio Overall AI portfolio health

Period switcher: Last 7 days / 30 days / 90 days.

Charts

Chart What it shows How to read it
ROI by agent Relative payback per agent Taller bar = stronger return
Value vs cost trend Value and spend over time If cost rises faster than value, investigate
Top agents by ROI Efficiency leaders Candidates to scale
Top by time saved Biggest time savers Strong HR/Ops stories

Agents page

All agents with business metrics:

Column Meaning
Agent Name and ID
Department Owning department
Value Value generated ($)
Cost Spend ($)
ROI Return (%)
Time saved Hours saved
Tasks Completed tasks

Click → Details:

  • value / cost / ROI / time saved cards;
  • value and cost trends;
  • Business signals when efficiency drops;
  • plain-language ROI interpretation (Outstanding / Strong / Underperforming).

ROI Calculator

Answers: “Is this agent worth the money?”

  1. Pick a period and an agent.
  2. Click Calculate.
  3. Review:
  4. Net ROI;
  5. Effective value (direct value + labor savings);
  6. Labor cost saved;
  7. Payback days;
  8. short board-ready summary.

On the right: Portfolio ROI across all agents.

Compare page

Side-by-side agent comparison.

  1. Select 2+ agents (chips).
  2. Click Compare.
  3. Review Value / Cost / ROI / Time saved.
  4. Winners block:
  5. Best ROI;
  6. Highest value;
  7. Most time saved.

Useful for budget and product decisions: scale, optimize, or pause.

Reports page

Leadership-ready exports.

How to generate a report

  1. Open Reports.
  2. Choose period (week / month / quarter).
  3. Click Generate executive report.
  4. Download PDF or Excel.

The report includes:

  • a business-language summary;
  • agent table with value / cost / ROI / time saved;
  • content ready for a board pack.

How to read ROI

ROI Rating Typical action
≥ 300% Outstanding Scale
100–300% Strong Keep / reinforce
0–100% Positive Optimize cost
−50–0% Underperforming Process review
< −50% Critical Pause / redesign

Important: high cost alone is not a problem if value grows faster. Always look at Value vs Cost, not a single number.

Example comparison

Agent Cost Value ROI Time
Support Triage $45.80 $1,250 2,629% 87 hrs
Invoice Matcher $22.30 $600 2,590% 56 hrs
Lead Qualifier $12.50 $350 2,700% 42 hrs

CFO takeaway: all three pay back; with a limited budget, scale the agent with the best ROI and enough task volume.

Alerts and signals (MVP)

On an agent detail page, AgentBI shows business signals when:

  • value falls versus earlier in the period (efficiency drop);
  • latest cost is sharply above average (cost spike);
  • value per dollar spent declines (ROI decline).

Push/email notifications (Settings → Notifications) are on the product roadmap; in the current MVP, signals appear in the agent UI.

FAQ

Where does AgentBI get data?
Agents send events via API or SDK. You can also connect AegisAI / AgentOps — see Integration.

How often do numbers refresh?
As events arrive. The dashboard caches aggregates briefly (~30s) for speed.

Can I compare agents across periods?
Choose the period on Agents / ROI / Compare (week / month / quarter).

Do I need to install anything?
No. A browser is enough.

How is Value different from Time Saved?

  • Value — direct business value (deal, ticket, prevented churn) when the agent sends it.
  • Time Saved — employee hours. In the ROI calculator those hours are also converted to $ using the department labor rate.

Who should get access?

Role Best for
executive CEO, CFO, COO
admin IT / platform owner
viewer Product / analysts (read-only)

Suggested leadership ritual

Cadence What to review Decision
Weekly Executive Dashboard (7 days) Any ROI drop / cost spike?
Monthly ROI + Compare + PDF report Whom to scale next quarter?
On incident Agent Details → Business signals Pause / redesign needed?

See also: