guidesData Analysis

Guide: Data Analysis

Ask business questions, get answers backed by your real data.

The Setup

Connect at least one data source in Dashboard → Integrations. Common ones:

  • Stripe — revenue, charges, customers
  • Google Sheets — anything your team manually tracks
  • Postgres / MySQL — operational databases (via the database integration)
  • HubSpot / Salesforce — CRM
  • PostHog / Amplitude — product analytics

The Slack Message

Chief, what was our MRR last month vs the month before?
Pull from Stripe and post the comparison in #finance.

Chief will:

  1. Query Stripe for the relevant invoices.
  2. Filter to recurring charges (vs one-time).
  3. Compute MRR for both months.
  4. Post a clean comparison with the percent delta.

More Examples

Chief, who are our top 20 customers by lifetime spend? Make me
a sheet with their company name, total spent, and last invoice date.
For our last 90 days of signups, what's the breakdown by referral
source? Use HubSpot for source data and Stripe for revenue.
Pull the user-feedback responses from this month's NPS survey
in Google Sheets and tell me the top 3 themes in the comments.

Combining Sources

Chief can join across systems automatically when you ask.

Chief, for each Stripe customer that signed up in March,
pull their HubSpot deal stage and tell me how many made it
to "Closed Won."

Chief picks the join key (email or company name), runs both queries, joins client-side, and reports.

Visualizations

Chief generates charts as PNG attachments when the answer is more visual than tabular.

Chief, plot daily signups for the last 90 days as a line chart.

For interactive dashboards, see the App Factory.

Trust & Verification

Every data answer Chief gives is traceable:

  • Click into the task in the dashboard to see the exact query Chief ran.
  • Chief always cites the source (“Per Stripe charges with status=succeeded between…”) in its reply.
  • For numeric answers, Chief shows the count of records used.

If a number looks off, ask: “Chief, show me the rows behind that number.” Chief returns the raw data so you can verify.

Pitfalls

  • Stale credentials. If your Stripe key was rotated, Chief reports the failure and asks you to repair the integration.
  • Quote vs revenue. Be explicit about the metric. “Revenue” can mean charges, invoices, or paid invoices depending on context.
  • Timezone. “Last month” depends on your tenant timezone — set this explicitly in Settings → General.
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