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Data Analysis & Reporting

Build dashboards, interpret metrics, schedule reports, and get more from your data with AskBiz.

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Understanding Your Dashboard

Learn how your AskBiz dashboard is structured, what each section shows, and how to navigate between views.

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Understanding Your DashboardPopular

Learn how your AskBiz dashboard is structured, what each section shows, and how to navigate between views.

How to Read Your Metrics

Understand what your numbers actually mean — including trend direction, comparison periods, and when to take action versus watch and wait.

Comparing Time Periods in AskBiz

Learn how to use period comparison to spot trends, seasonality, and growth — and avoid the common mistakes that lead to wrong conclusions.

Scheduled Reports

Set up automatic weekly or monthly reports delivered to your inbox — or your team's inbox — so you never miss a key metric.

Creating Custom Segments

Segment your customers, products, or orders into groups to compare performance, spot patterns, and target the right audiences.

Understanding Data Confidence

AskBiz labels some metrics and predictions with confidence levels. Here is what they mean and how to use them correctly.

Exporting Data for Your Accountant

How to get your AskBiz data into a format your accountant, bookkeeper, or finance team can actually use.

Multi-Channel Data Overview

When you sell on multiple platforms, AskBiz brings them all together. Here is how to read your combined and per-channel data correctly.

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