How to

The articles in this section walk through specific tasks. Each one assumes a goal — “I need to figure out why revenue dropped,” “I need to add a teammate,” “I need a recurring exec report” — and gives the steps from start to finish, including which dashboards to open and what to look at in each.

They overlap with topic articles in Concepts, Brand Overview, Explore, and Reports. The overlap is intentional: topic articles describe what something is; how-to articles describe how to use it for a specific outcome.

Set up Configure a workspace once — teammates, datasources, goals, and the cost data profitability metrics need.

Investigate Track down what's moving in the numbers — sales drops, stockouts, attribution gaps — and reconcile against source platforms.

Build & share reports Assemble a Report from metric groups, share it with teammates, and export tables for external delivery.