Combined Workflow

Combined Workflows

Full Analysis: From Raw Data to Insights

Scenario: You're preparing a board report on customer health. Here's the complete workflow.

Phase 1: Data Validation

1. Load your data into Jetti
2. Run Data Health Scan
3. Fix any issues with score < 90
4. Re-run until score is acceptable

Phase 2: High-Level View

1. Run Snowball Analysis at topline level
2. Look for trends:
   • Is Ending growing each period?
   • Is New slowing down?
   • Is Lost increasing?
3. Note any periods with unusual movements

Phase 3: Deep Dive

1. Run Cohort Analysis with Count (logo retention)
2. Identify:
   • Which cohorts have worst retention?
   • At what age do customers typically churn?
3. Run Cohort Analysis with Sum (dollar retention)
4. Compare: Is dollar retention better or worse than logo retention?
   • Better = large customers are stickier
   • Worse = losing your best customers

Phase 4: Segment Analysis

1. Re-run Snowball with segment breakdown
2. Identify:
   • Which segment has highest churn?
   • Which segment is growing fastest?
3. Drill down into concerning cells to see specific customers

Phase 5: AI Synthesis

1. Open Ask AI panel
2. Select Health Scorecard template
3. Fill in:
   • Industry: SaaS
   • Known events: Any price changes, product launches, etc.
   • Deep Dive: ON
4. Copy prompt → Paste into ChatGPT/Claude
5. Review AI analysis and incorporate into board report

Phase 6: Action Items

Based on your analysis, create action items: