Describe the chart you want.
Type what you want in plain English and the Studio builds the chart, narrowed to a team or a period with an at-mention. Or pick one of nine analysis modes yourself. Every mode comes with a written warning about when its own answer cannot be trusted.
Deals by stage this quarter. Scope it to a team, a pipeline or a period with an at-mention, and what comes back is a real widget you can save to a board.
The workbench
Nine ways to analyse your business.
Describe what you want in the bar at the bottom, or set the source, the pipeline and the time window on the left and pick a mode yourself. Try it: every mode below redraws the canvas and changes the note underneath, and every note is the product's own text.
Every mode tells you when not to trust the result.
Know when a number is shaky.
The warnings were written by the people who built the maths, and they appear right beside the chart, where you will actually see them.
- Get warned when a correlation is based on too few data points
- Get warned when an anomaly flag has too little history behind it
- Rankings pull small groups toward the average, so a lucky streak cannot top the table
- Get told when there are too few orders to trust a bought-together pattern
Nine ways to look at the same question.
The Analyze mode alone includes six statistical tools, each with its definition on screen.
- Build a pivot with subtotals and a grand total
- See where things drop off, stage by stage, in a funnel
- Compare two measures over the same time period
- Split results into quartiles, or rank them fairly
- See what gets bought together, and how much more often than chance
Access
Who can do what.
Anyone can build in the Studio, using only the information they already have access to. Changing what a measure means affects every dashboard in the organisation, so keep that with a small group.
Browse what others have built and saved.
Build in any mode, using what you have access to.
Save to the library and add to a board.
Define measures and decide who can publish to everyone.
Admin is the highest role and is not limited by these permissions, so give it only to the small group that genuinely needs it.
One question, start to finish
One typed sentence, one honest answer.
The question was whether too much of the business depended on too few. The Studio ran a proper concentration analysis instead of a top-ten chart, said why that was the right starting point, and kept the same filters when the question changed to ranking. The team with only two results did not top the table.
Typed as a plain sentence, narrowed to a team and a time period with at-mentions.