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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

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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

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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

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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

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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

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Best Practices

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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

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Typical Workflow

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

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Time Management

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

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Getting Started

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First Time Users

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

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Regular Users

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