Docs
DashboardGenius docs
Setup and workflow guides for connecting sources, asking better questions, scheduling reports, and keeping team context clean.
19 guides available
Find the right guide
Search by workflow, feature, or data source
Need a person instead? Visit Support.
Start here
The fastest path to a trusted setup
Start with source setup, routing, Explore, and the first analysis flow. Then move into the workflows your team repeats.
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 guidesSetup, source connections, routing, Explore, and first trusted answers.
Core Workflows
10 guidesAnalyze, widgets, Apps, planning, reminders, reports, and visuals.
Collaboration
5 guidesWorkspaces, Gallery, AI Context, mobile use, and access management.
Troubleshooting
1 guidesFast fixes for setup, quality, and support questions.
Connect
Bring in Snowflake, Power BI, Google Sheets, files, or other sources your team already uses.
Ask
Use plain English to scope the question, check source fit, and launch analysis.
Share
Turn useful answers into visuals, reports, Gallery items, or stakeholder updates.
Follow up
Keep reminders, Ops Watch, workspaces, and AI Context tied to the work that repeats.
Popular guides
Start from the job you need done
A larger first set of docs is shown here so visitors can see the product depth without hunting.
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.
5 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.
4 min read
Getting Started
Setup, source connections, routing, 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
Analyze, widgets, Apps, planning, reminders, reports, and visuals.
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.
5 min read
Inbox and Ops Watch
Review proactive findings, impact follow-ups, and investigation prompts from one place.
3 min read
Presentation Export (Google Slides and PowerPoint)
Turn a finished DashboardGenius analysis into an editable executive presentation in one tap.
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, 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.
4 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 fixes for setup, quality, and support questions.