Power User Tips

Power User Tips

Recommended Workflow

1. Start with Data Health Scan — Catch issues before analysis
2. Run topline Snowball first — Get the big picture
3. Drill into problem areas — Click cells with concerning numbers
4. Generate AI prompt — Let AI synthesize insights
5. 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
• Multiple AI perspectives: Try different templates for the same data — each gives unique insights
• Action lists: Drill into a cell → Export → Get customer list as new sheet