> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.solvimon.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.solvimon.com/_mcp/server.

# Ask

Ask lets you question your billing data in plain language when the fixed dashboards don't answer your question. Type a question, and Ask answers with a chart or a table built from the same data and the same metric definitions as the rest of Insights. Use it for one-off questions, such as revenue for one billing entity per quarter or overdue amounts for customers in one country.

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## Asking a good question

Ask works best when your question names three things: **what** to measure, **how** to split it, and **which period**. For example:

* "Billed revenue per month this year"
* "Top 10 customers by overdue amount"
* "Usage revenue per product last quarter"
* "Number of invoices per status for billing entity Acme B.V."
* "Credit balance of Globex over the last 7 days"

Ask only reads data. It can't change anything in Solvimon.

## What Ask can answer from

Ask answers from these datasets:

| Dataset              | One row per                         | Use it for                                                                                                                                              |
| :------------------- | :---------------------------------- | :------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Invoices**         | Invoice                             | Billed revenue, invoice counts, overdue and outstanding amounts, by status, customer, billing entity, country, invoice date, billing period or due date |
| **Invoice products** | Product line on an invoice          | Revenue per product, product category or pricing plan                                                                                                   |
| **Revenue**          | Invoice line group and revenue type | Recurring, usage and one-off revenue, future revenue and ARR run-rate, per customer, product or month                                                   |
| **NRR**              | Month                               | Trailing 12-month net revenue retention, with its base and retained revenue                                                                             |
| **Customers**        | Customer                            | Customer counts by status, type, country, signup month or parent customer                                                                               |
| **Credit balance**   | Wallet balance snapshot             | Credit balances over time per customer, credit type or wallet                                                                                           |
| **Usage events**     | Usage event                         | Event counts per meter, customer or day                                                                                                                 |

The metrics are the ones described on the dashboard pages, so Ask returns the same number as the matching tile. **Billed revenue**, for example, counts final invoices including tax, exactly as on [Overview](/platform-guides/analytics-reporting/insights/overview). The [metric glossary](/platform-guides/analytics-reporting/insights/metric-glossary) lists every metric with its formula.

> **Tip**
>
> Say which date you mean. "Revenue in March" can mean invoices issued in March or invoices for service delivered in March. Ask for revenue "by billing period" for the service month, or "by invoice date" for what you invoiced in a month. See [Dates](/platform-guides/analytics-reporting/insights#dates).

## What Ask can't answer

Ask has no access to what individual events were billed for, payment attempts, price configurations, the revenue recognition schedule, or MRR movements and cohorts. Use the [Growth](/platform-guides/analytics-reporting/insights/growth) page for MRR, and a [report](/platform-guides/analytics-reporting/report-downloads) for row-level data.

## Asking from your own AI assistant

Ask works inside Desk. To ask questions about your billing data from Claude or another AI assistant instead, connect the [MCP server](/platform-guides/analytics-reporting/mcp-server). Besides aggregated figures, the MCP server also reads individual records, such as a customer's invoices, payments or subscription terms.

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