Getting Started with DashboardGenius

Getting Started with DashboardGenius

Use this guide to go from account invite to a reliable daily workflow.

Before You Begin

Have these ready:

• Your DashboardGenius invite
• Access to at least one data source (Snowflake, Power BI, Google Sheets, or files)
• One high-value question you already discuss in ops or quality meetings

Example first question:

"Show downtime by line for the last 7 days and rank highest to lowest."

1. Sign In and Confirm Your Organization

After login, confirm you are in the correct organization workspace.

If your company runs multiple plants or teams, verify the org before connecting data so reports and shared work stay in the right place.

2. Connect Your First Data Source

Open Connect Data Source and choose one source:

• Snowflake
• Power BI
• Google Sheets
• Upload Files

Start with the source your operations team already trusts for daily KPI reviews.

3. Run a Connection Quality Check

After connecting, ask 3 validation questions before broader rollout:

• "What date range is available in this source?"
• "Show row counts by table, dataset, or tab."
• "List available dimensions and metrics for downtime and quality."

If these results look wrong, fix connection setup first rather than trying to work around it with prompts.

4. Ask Your First High-Quality Question

Use this structure:

• Metric: OEE, downtime, rejects, yield, throughput
• Time window: explicit range (yesterday, last shift, last 30 days)
• Scope: line, area, SKU family, plant
• Output: trend, ranking, comparison, or summary

Example:

"Compare quality rejects by product family for the last 30 days and highlight the biggest week-over-week change."

5. Capture and Share What Matters

When an answer is useful:

• Keep the conversation in history
• Share it to a Team Space for the right audience
• Convert repeat questions into Scheduled Reports

This turns one-off analysis into repeatable team workflows.

6. Establish Week-1 Team Habits

For fastest adoption, run this cadence in your first week:

• Daily: one operations question and one quality question
• Weekly: one Team Space review to keep insights organized
• Weekly: one Impact Queue review to confirm or dismiss proposed opportunities

What "Good Setup" Looks Like

You are in a strong state when:

• At least one data source is connected and validated
• Team members can find shared analysis in Team Spaces
• At least one Scheduled Report is active
• Impact Queue is being reviewed consistently

Next Guide

Continue with Connect Data Sources.