Short, practical notes on asking better questions, choosing first KPIs, and preparing data for AI BI.
Five concise notes on the reporting problems Vizma BI is built to handle.
Browse clear KPI definitions, formulas, worked examples, interpretation guidance, and related metrics by business area.
Explore the KPI library →How a plain-English question becomes an answer, chart, and saved reporting view.
Jump to note ↓Where a growing company can replace a manual spreadsheet without overbuilding its data stack.
Jump to note ↓A compact starting set for revenue, customers, sales, cash, and operations.
Jump to note ↓Why connected company data, metric definitions, permissions, and saved dashboards matter.
Jump to note ↓Five things to clean up before asking a model to explain the numbers.
Jump to note ↓Short notes for teams choosing their first KPIs, preparing company data, and turning business questions into dashboards.
It is a way to ask company data a question in ordinary language. The answer should not end in a chat window. It should show the number, use the company’s definition, and become a chart or dashboard when the question repeats.
Start with the spreadsheet everyone waits for. Choose five or six KPIs, agree on the definitions, and turn that report into a view the team can open without asking someone to rebuild it.
There is no universal founder dashboard. A strong first view often includes revenue, gross profit, active customers, cash trend, sales progress, and one operational number that warns when delivery is slipping.
Generic AI can summarize a file. Vizma BI works from the sources you choose, uses your KPI meanings, respects access rules, and keeps repeated answers as dashboards people can review.
Pick one dataset. Use clear column names. Standardize dates and currencies. Write down each KPI formula. Give one person responsibility for checking the first answers. That work matters more than connecting every system at once.
A compact reference for teams comparing dashboards, conversational BI, and metric governance.
Follow future product notes on new integrations, dashboard improvements, and AI BI workflows.
See the product, browse team examples, or choose the first reporting problem worth fixing.
Bring the spreadsheet, dashboard, or recurring question to a Vizma demo.