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Best Practices

  • Start with a Clear Goal: Know what you want to achieve before you start building. Are you trying to measure email engagement, or track retail revenue? Knowing your key questions helps you choose the right row groupings and metrics from the start.

  • Leverage Suggested Templates first: Instead of building a complex setup entirely from scratch, load a pre-built template that matches your department and tweak its filters.

  • Be Specific with AI Prompts: When using natural language input, state both your metric and time constraint explicitly (e.g., "Show store metrics for last week") to get highly accurate auto-configurations.

  • Sequence Rows Hierarchically: Arrange row groupings from the broadest category down to the most specific attribute (e.g., Tier Name followed by Membership Status) for clean, nested table visualizations.

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