How DashViz works.
From raw data to a dashboard you'll actually use — in less than ten minutes.
- 1
Bring in the data you already have.
Upload a CSV or Excel file, or connect a native SaaS source on Pro. DashViz reads the columns, classifies what each one means (revenue, customer, date, channel), and asks you to confirm anything ambiguous.
- 2
Start with dashboards that are useful right away.
DashViz auto-generates a dashboard with the metrics that match your data — revenue, customers, orders, AOV, refunds, channel mix, time series, and more. You never start from a blank canvas.
- 3
Shape dashboards around recurring reviews.
Reorganize widgets, rename charts, hide what's not relevant, and use Pro custom dashboards for the weekly/monthly reviews you already run.
- 4
Ask follow-up questions in plain English.
Type a question — 'what was last week's revenue by channel?' or 'which customers spent the most last quarter?' DashViz answers with an explanation, chart, or table.
- 5
Turn useful answers into reusable widgets.
On Pro, when a chat answer is useful, pin it to a dashboard. The next time you need it, it's already there.
- 6
Let alerts keep watching after the review ends.
Configure threshold alert rules on metrics that matter. Pro adds anomaly detection and SMS notifications.