Standard vendor export (label / code / map sheets) or a flat wide export (one sheet per wave). .xlsx
Choose a segment (breakout)
Auto-detected categorical columns. Pick how to break out the dashboard metrics (or Total only). You can also change this later by asking in the chat.
Additional inputs (optional)
Give the AI more to work with. The more you provide, the sharper and better-labelled the analysis — but none of these are required.
Reference an existing project
Reuse its structure & KPI blueprint as a template.
Analysis plan
The AI reads your data + survey doc and decides how each question is analysed (T2B / awareness / ranking / allocation…), groups them, and picks the KPIs. Numbers are always computed from the data, never by the AI.
No dashboard yet — go to Data & Setup, generate an analysis plan, then Build dashboard.
Executive Summary
Segmentation Explorer
Deep-Dive Heatmap
Publish to Knowledge Library ×
Pick the Library project this dashboard belongs to — its therapeutic area & client come from that project. If none match, create a new entry and enter the therapeutic area & client below.