Build dashboards by chatting with your data
Building a new dashboard view used to mean a request to IT or a few hours in a BI tool you barely know how to use. This playbook lets you type 'show me labor as a percent of sales, by unit, this quarter' and get the chart immediately - and save it if you'll want it again.
Connect your data sources
The chat-to-chart tool needs access to your sales, labor, and other operational data feeds to have something to visualize.
Start with questions you already ask
Begin with the 3-5 views you currently request manually or build by hand each month - those are your highest-value first wins.
Save the ones you reuse
Pin recurring views so they become one-click checks instead of being rebuilt from scratch each time.
Worth knowing
Chat-built charts are only as accurate as the underlying data connection - verify a new chart against a known report once before trusting it for decision-making.