Create goals for your team and know when something’s heading off course

Discover what “right” looks like for your team’s performance and measure their progress
Workload Distribution

Maximize your team's time

See how your team spends their time across the month, so you can decide if you need more people or just need to redistribute responsibilities.
Custom Goals

Now, everyone’s on the same page

Easily set your own goals and align your team around them. Plus, create your own alerts for whatever is most important for you.


One-Button Install

We would say the installation is instant, but technically, it does take a few milliseconds for our sensors to talk with your system. It really is plug-and-play.

Custom Milestones

Focus on what you want. Decide what business events are most important to you and that’s all you’ll see within your dashboards.

Real-Time Insights

We’re not talking real-time-after-a-month-of-discovery. We mean that as soon as you log into Chassi, you see your process and can start setting goals.

Live Dashboards

Dashboards throughout Chassi continuously update, so you never miss an opportunity to improve your processes.

Focused Alerts

Alerts can be a lot. We make sure you get to decide what alerts you want to see, and then we deliver them via the app, email, or text. Your choice.

Activity Livestream

If you’re looking for a firehose of information to really dive into every single change and update in the system, we’ve got that for you too.

Advanced Filtering

Drill down by employee, customer, and time to see the exact insights you want. Because data isn’t helpful if it’s too overwhelming, right?

Compliance Monitoring

Making changes only matters if your team follows through on them. We show you which changes are sticking, intuitively and as they happen.

Employee Comparisons

Easily find training opportunities, discover new shortcuts to scale across the team, and take the subjectivity out of performance reviews.

Cut your discovery by 50%

Financial transformation consultants use Chassi to provide more value for their customers and stand out against their competition.