Common Use Cases

Quick Metrics Check

When to use: You need a quick answer to a specific business metric.

Best for:

Daily metric monitoring
Quick status updates
Simple KPI checks

How it works:

Ask Claude: "What was our monthly recurring revenue last month?"

Claude will automatically:

Understand what data is available
Get the MRR data for the specified period
Present the result with relevant context and comparisons

Time required: 1-2 minutes

Executive Dashboard

When to use: Generate a comprehensive business overview combining multiple key metrics.

Best for:

Weekly or monthly executive reports
Board meeting preparation
Comprehensive business health checks

How it works:

Ask Claude: "Generate an executive dashboard for Q1 2024 including revenue, customer metrics, and growth indicators."

Claude will:

Create a strategy for collecting all necessary data
Submit multiple questions in parallel for efficiency
Wait for all results to complete
Synthesize findings into an executive summary

What you get:

Revenue performance and growth rates
Customer acquisition and retention metrics
Product performance indicators
Key operational metrics
Actionable insights and recommendations

Time required: 5-10 minutes

Performance Investigation

When to use: Investigate a declining metric or concerning trend that needs deep analysis.

Best for:

Revenue decline investigation
Customer churn spike analysis
Product performance issues
Operational inefficiencies

How it works:

Ask Claude: "Our revenue has declined 15% this quarter. I need to understand why and what we can do about it."

Claude will:

Create a comprehensive investigation strategy
Execute discovery queries to understand the scope
Analyze patterns and correlations across different data points
Provide root cause analysis and actionable recommendations

What you get:

Data-backed root cause analysis
Contributing factor breakdown
Impact quantification
Prioritized recommendations
Implementation roadmap

Time required: 15-30 minutes

Trend Analysis

When to use: Analyze business performance trends over time to identify patterns and forecast future performance.

Best for:

Strategic planning
Performance monitoring
Seasonal analysis
Growth trajectory planning

How it works:

Ask Claude: "Show me our customer acquisition trends over the past 12 months and help me understand seasonal patterns."

Claude will:

Analyze historical acquisition data
Identify seasonal patterns and trends
Compare performance across different time periods
Provide forecasting insights for future planning

What you get:

Monthly trend analysis
Seasonal pattern identification
Year-over-year comparisons
Forward-looking projections
Strategic recommendations

Time required: 10-15 minutes

Data Discovery

When to use: Explore available data to understand what analysis is possible.

Best for:

New user onboarding
Planning analysis projects
Exploring data capabilities
Finding relevant metrics

How it works:

Ask Claude: "I'm new to this platform. What customer-related data and metrics can I analyze?"

Claude will:

Show you all available data entities
Find customer-related data and metrics
Explain what each data source contains
Suggest possible analysis approaches

What you get:

Complete overview of available customer data
Understanding of data relationships
Suggested analysis possibilities
Guidance on getting started

Time required: 2-5 minutes

Best Practices

Getting Better Results

Be specific with dates: Use exact date ranges like "March 2024" instead of "last month"
Include context: Mention what you're trying to achieve or decide
Ask follow-up questions: Build on initial insights with deeper questions
Use dimensions: Filter by relevant segments like region, product, or customer type

Typical Workflow

Start with context: Always begin with "Help me understand what data is available"
Plan complex analysis: For investigations, let Claude create a strategy first
Ask for insights: Don't just ask for numbers, ask what they mean
Get recommendations: Ask for specific actions you can take

Time Management

Simple questions: 1-2 minutes
Dashboard generation: 5-10 minutes
Deep investigations: 15-30 minutes
Data exploration: 2-5 minutes

Getting Started

First Time Users

Ask: "What data is available in our Jedify platform?"
Follow up with: "Show me our key business metrics for last month"
Then try: "What trends should I be aware of?"

Regular Users

Start each session with a contextualize question
Use multiple questions for comprehensive analysis
Build on previous sessions by referencing past insights