Power User Tips
Tips for advanced users.
Power User Tips
Recommended Workflow
- Start with Data Health Scan - Catch issues before analysis
- Run topline Snowball first - Get the big picture
- Drill into problem areas - Click cells with concerning numbers
- Use Ask AI to summarize the report - Let AI synthesize insights
- Export customer lists - Take action on specific customers
Pro Tips
- Quick re-runs: After first report, subsequent runs are 10x faster (cached)
- Segment analysis: Generate topline first, then run again with segment breakdown
- Better summaries: Add business context before generating a summary to get a more useful interpretation
- Action lists: Drill into a cell → Export → Get customer list as new sheet