Knowledge Base
DashboardGenius Knowledge Base
Learn how to connect live sources, shape source routing, start common analyses with widgets or chat, move durable workflows into Apps, review proactive findings, share decision-ready outputs, and keep your team aligned. These guides are written for the current public DashboardGenius workflow and avoid sensitive implementation details.
18 guides available
Find The Right Guide
Search by workflow, feature, or data source
Search terms like Explore, Reminders, Demand Planning, Ops Watch, or Google Sheets.
Need direct help instead of a guide? Visit Support for contact details.
Start Here
The fastest path to a trusted setup
New teams usually need a clean data connection, a fast way to scope uncertain questions, a repeatable way to start common analyses, a shared place to keep useful work, and a review loop for what matters next.
Getting Started with DashboardGenius
End-to-end onboarding for new teams, from first login to first trusted insight.
4 min read
Connect Data Sources (Snowflake, Power BI, Google Sheets, Files)
Setup and validation guide for all supported DashboardGenius data sources.
6 min read
Manage Data Sources and Routing Map
Keep connected sources clear, well-labeled, and easier for DashboardGenius to use correctly.
4 min read
Explore Before Analysis
Use Explore to clarify scope, source fit, and analysis intent before launching a deeper DashboardGenius answer.
4 min read
Browse By Category
Getting Started
3 guidesAccount setup, live-source validation, routing hygiene, Explore, and first trusted answers.
Core Workflows
9 guidesExplore, Analyze, widgets, Apps, planning workflows, reminders, reports, visuals, and action follow-up.
Collaboration
5 guidesWorkspaces, Gallery, AI Context, stakeholder delivery, mobile use, and access management.
Troubleshooting
1 guidesFast answers for setup, quality, and support questions.
Explore before deep analysis
Use Explore to clarify source fit, grain, timeframe, and terminology before launching a full Analyze run from the brief.
Connect trusted data
Start with Snowflake, Power BI, Google Sheets, or files, then run a quick validation loop before broader rollout.
Keep source routing clean
Use clear names plus Routing Map details so overlapping sources stay understandable for both admins and everyday users.
Launch structured analysis
Use widgets for repeated workflows, then refine in chat with follow-ups, charts, and comparison requests.
Use apps for durable workflows
Open Apps when the work needs source review, version comparison, risk review, or a cleaner handoff process instead of a one-thread answer.
Keep follow-up reusable
Move important threads into Workspaces, keep strong visuals visible in Gallery, set reminders for future checks, and store durable rules in AI Context.
Popular Guides
Start from the job you need done
These are the guides most teams use in the first few weeks of rollout, including Explore, Reminders, Apps, and Gallery.
Getting Started
Getting Started with DashboardGenius
End-to-end onboarding for new teams, from first login to first trusted insight.
4 min read
Getting Started
Connect Data Sources (Snowflake, Power BI, Google Sheets, Files)
Setup and validation guide for all supported DashboardGenius data sources.
6 min read
Getting Started
Manage Data Sources and Routing Map
Keep connected sources clear, well-labeled, and easier for DashboardGenius to use correctly.
4 min read
Core Workflows
Explore Before Analysis
Use Explore to clarify scope, source fit, and analysis intent before launching a deeper DashboardGenius answer.
4 min read
Core Workflows
Use Widgets for Structured Workflows
Start repeated manufacturing analyses faster with guided DashboardGenius widgets.
5 min read
Core Workflows
Apps and Demand Planning
Use DashboardGenius Apps for stateful workflows, including Demand Planning reviews, version comparison, risk review, and Excel handoff prep.
6 min read
Core Workflows
Reminders from Chat
Create user-owned reminders from DashboardGenius answers so future follow-ups do not disappear after the analysis.
3 min read
Core Workflows
Visualizations and Sharing Insights
Build clearer chart outputs, refine visuals through follow-up requests, and share results with the right audience.
4 min read
Collaboration
Gallery and Shared Insights
Keep strong visual outputs visible, reusable, and easier for both individuals and teams to revisit.
4 min read
Core Workflows
Inbox and Ops Watch
Review proactive findings, impact follow-ups, and investigation prompts from one place.
3 min read
Collaboration
Workspaces and Collaboration
Use Workspaces for shared threads, reusable context, and multi-user collaboration in DashboardGenius.
4 min read
Collaboration
AI Context Playbook
Structure your organization's shared context so DashboardGenius answers stay consistent across teams.
3 min read
Getting Started
Account setup, live-source validation, routing hygiene, Explore, and first trusted answers.
Getting Started with DashboardGenius
End-to-end onboarding for new teams, from first login to first trusted insight.
4 min read
Connect Data Sources (Snowflake, Power BI, Google Sheets, Files)
Setup and validation guide for all supported DashboardGenius data sources.
6 min read
Manage Data Sources and Routing Map
Keep connected sources clear, well-labeled, and easier for DashboardGenius to use correctly.
4 min read
Core Workflows
Explore, Analyze, widgets, Apps, planning workflows, reminders, reports, visuals, and action follow-up.
How to Ask Better Questions in DashboardGenius
Prompt frameworks and examples for clearer, faster, and more actionable manufacturing insights.
2 min read
Explore Before Analysis
Use Explore to clarify scope, source fit, and analysis intent before launching a deeper DashboardGenius answer.
4 min read
Use Widgets for Structured Workflows
Start repeated manufacturing analyses faster with guided DashboardGenius widgets.
5 min read
Impact Queue Guide
Review, validate, and prioritize high-value opportunities surfaced from your analysis.
2 min read
Recurring Reports Setup
Create and manage scheduled DashboardGenius reports with the right cadence and recipients.
3 min read
Visualizations and Sharing Insights
Build clearer chart outputs, refine visuals through follow-up requests, and share results with the right audience.
4 min read
Inbox and Ops Watch
Review proactive findings, impact follow-ups, and investigation prompts from one place.
3 min read
Reminders from Chat
Create user-owned reminders from DashboardGenius answers so future follow-ups do not disappear after the analysis.
3 min read
Apps and Demand Planning
Use DashboardGenius Apps for stateful workflows, including Demand Planning reviews, version comparison, risk review, and Excel handoff prep.
6 min read
Collaboration
Workspaces, Gallery, AI Context, stakeholder delivery, mobile use, and access management.
Workspaces and Collaboration
Use Workspaces for shared threads, reusable context, and multi-user collaboration in DashboardGenius.
4 min read
AI Context Playbook
Structure your organization's shared context so DashboardGenius answers stay consistent across teams.
3 min read
Mobile and Voice Usage
Practical mobile and voice workflows for faster decisions on the production floor.
2 min read
Organization and Access Management
Manage members, stakeholders, roles, invites, and workspace ownership without creating access gaps.
4 min read
Gallery and Shared Insights
Keep strong visual outputs visible, reusable, and easier for both individuals and teams to revisit.
4 min read
Troubleshooting
Fast answers for setup, quality, and support questions.