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Workspace

Your team

Greenwood Console overview

Your workspace brings together live data, forecasting, and automations. Use the modules below to complete setup and invite collaborators to build on top of trusted metrics.

Data freshnessOn schedule
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Modules

Each module is powered by the shared data hub. Complete setup to unlock live apps for your teams.

Data Hub

Connect sources, map shared dimensions, and publish certified datasets that power every application.

In setup
  1. Review source connections and ownership
  2. Define your core models and validation rules
  3. Schedule refreshes and monitoring alerts

Forecaster

Plan scenarios for revenue, cash, and capacity with drivers synced from your latest actuals.

Ready
  1. Confirm chart of accounts mapping
  2. Select baseline and alternative scenarios
  3. Share board-ready output with stakeholders

Automation Studio

Automate tasks across teams with triggers, alerts, and workflows that keep projects on track.

Beta
  1. Choose trigger conditions from any dataset
  2. Build multi-step actions with approvals
  3. Monitor run history and iterate quickly

App library

Activate prebuilt experiences that blend your governed datasets with Greenwood insights.

  • Revenue pulse dashboard

    Daily scorecard for bookings, backlog, and retention.

  • Cash runway intelligence

    Forward-looking view of cash position and variance drivers.

  • Delivery utilization

    Resource planning and utilization tracker by team.

Activity timeline

  • Forecast run completed

    Today · Forecaster

  • New QuickBooks integration connected

    Yesterday · Data Hub

  • Automation draft ready for approval

    Yesterday · Automation Studio