Master the art of asking questions to your data.
Accessing Conversational Analytics
Entry Points
- Chat Icon: Top navigation bar
- Dashboard Chat: Within any dashboard
- Analytics View: Dedicated analytics page
- Quick Access: Keyboard shortcut Ctrl/Cmd + K
Query Techniques
Basic Queries
Simple metric requests:
- "Show total revenue"
- "How many customers do we have?"
- "What were sales yesterday?"
Comparative Queries
Period comparisons:
- "Compare this month vs last month"
- "Year-over-year growth rate"
- "How does Q4 compare to Q3?"
Trend Queries
Pattern analysis:
- "Show revenue trend for 2024"
- "Is customer churn increasing?"
- "Plot daily active users"
Ranking Queries
Top/bottom analysis:
- "Top 10 products by revenue"
- "Worst performing campaigns"
- "Highest value customers"
Filtering Queries
Segmented analysis:
- "Revenue from California customers"
- "Sales for product category Electronics"
- "Conversions from mobile devices"
Advanced Techniques
Multi-Dimensional Analysis
```
"Show revenue by product category and region"
"Customer acquisition cost by channel and quarter"
"Support tickets by priority and team"
```
Calculated Metrics
```
"What's our profit margin?"
"Calculate customer lifetime value"
"Show conversion rate trend"
```
Predictive Questions
```
"Forecast next month's revenue"
"Predict customer churn risk"
"What will sales be in Q1?"
```
Optimizing Responses
Be Specific
Instead of: "How are we doing?"
Try: "What's our month-over-month revenue growth for Q4 2024?"
Specify Time Periods
Include clear date references:
- "Last 30 days"
- "This quarter"
- "January 2024"
- "Year-to-date"
Name Your Metrics
Use exact metric names when known:
- "MRR" instead of "monthly revenue"
- "CAC" for customer acquisition cost
- "NPS" for net promoter score
Understanding Responses
Response Types
- Number Cards: Single metric answers
- Charts: Visual trend/comparison data
- Tables: Detailed breakdowns
- Insights: AI-generated observations
Follow-Up Questions
The AI remembers context:
- "Break that down by region"
- "Now show last year"
- "Exclude refunds"
- "Only enterprise customers"
Best Practices
Query Strategy
- Start broad, then narrow down
- Use follow-ups for deeper analysis
- Save useful queries for reuse
- Share insights with team
Credit Efficiency
- Be specific to avoid multiple queries
- Use filters in initial query
- Combine related questions