Use cases
Start with the question your team already asks
Pick the use case closest to your work. Each one gives you three questions to ask in order, the export you need and the decision the answers drive.
Leadership and finance
One set of numbers for the weekly review, the board pack and the runway forecast.
Weekly exec review
For: Founders, GMs and department heads
Leadership asks how the week went and gets three different numbers from three teams. Nobody agrees on what changed, or why.
Margin, costs and runway
For: Finance leads, CFOs and founders
Month-end close takes days. Costs grow faster than revenue, and nobody sees it until the board pack.
Revenue teams
Pipeline, subscriptions, ad spend and repeat buyers, from the exports you already pull.
MRR, churn and cohorts
For: SaaS founders, RevOps and finance
MRR is reported differently in every meeting. Annual plans, trials and discounts make the numbers hard to trust.
Pipeline and win rate
For: Sales leaders, RevOps and founders
The pipeline looks big, but deals sit untouched for weeks and the forecast keeps missing.
Marketing spend efficiency
For: Marketing leads and growth teams
Spend keeps rising while signups stay flat. Each ad platform reports its own numbers, so nobody sees the whole picture.
Repeat buyers and order value
For: DTC brands, marketplace sellers and merchandising teams
Revenue looks fine, but most buyers never come back, and nobody can say which channel brings the loyal ones.
Product, operations and delivery
Activation, backlogs, support queues and project margin, while there is still time to act.
Activation and feature use
For: Product managers, growth and onboarding teams
Signups are healthy, but too few reach the moment that matters. Nobody knows which onboarding step loses people.
Backlog and SLA misses
For: Operations managers, support and fulfilment leads
Problems surface as customer complaints before the data shows them. Backlogs build up on the same days every week.
Support quality
For: Support leads and customer success managers
Tickets reopen and customers wait too long for a first reply. Quality varies by agent, and it is hard to see why.
Utilization and project margin
For: Agency and IT services heads, delivery managers and consultancies
Projects overrun and the margin loss only shows up after the invoice. Some people are overbooked while others sit idle.
Before you share a number
A quick check that a file is complete and agrees with the figures you already trust.
Data quality check
For: Analysts, finance, and anyone who shares numbers with others
One duplicated export or a mismatched total can send a team in the wrong direction. Most people find the problem too late.
How it works
One export, three questions, one decision
Pick your use case
Start from the question your team keeps asking, whether that is a stalled pipeline, a rising cost line or a slow support queue.
Bring one export
Each use case names the file you need: a CRM, billing, ad platform, ledger, timesheet or helpdesk export, or a Google Sheet on Team. No data model to build first.
Ask the three questions in order
Each answer lands on the canvas as a chart. Follow up on it, check how it was worked out, and on the Team plan, share the canvas with your team.
Check the answer
Check every number before you act on it
Open the query behind any chart to see how a number was worked out and which figures it came from. When a question could mean two things, such as gross or net revenue, DashboardGPT asks you which one you mean.
Want more question sets? The analytics templates guide has them for every team. Read the analytics templates guide
See it work on demo data
The playground opens on demo SaaS, e-commerce and website data with no account, so you can see how answers land on the canvas. When you are ready for your own export, every new account starts on a free 15-day Team trial, with no card required.