Secure API / Data Connector for Reporting & AI Analysis
C
Cute Gecko
It would be very useful if Factory provided a secure read-only API or data connector so authorised business data could be analysed using external reporting and AI tools such as ChatGPT Work / OpenAI Data, Power BI and similar platforms.
Factory already contains valuable information across quotes, jobs, customers, products, costs and job statuses. Having secure access to this data would allow us to analyse things such as:
Quote conversion / win rates
Sales and quoting trends over time
Revenue by customer, product or job type
Estimated vs actual costs and margins
Jobs won/lost and reasons
Customer quoting history
Product/material usage
Estimator and salesperson performance
Ideally this could be provided through a documented API with read-only access by default, authentication/permissions, and selectable data scopes.
If a direct API or ChatGPT connector isn't practical, a scheduled CSV/JSON export or database/reporting connector would also be useful.
The goal is to avoid manually exporting reports from Factory each time and allow businesses to build their own dashboards, analytics and AI-assisted reporting while keeping Factory as the main source of data.