HANDS-ON WALKTHROUGH / ABOUT 3 MINUTES

Make the dashboard earn its place.

Try the same transformation you saw in the story. Every action uses prepared sample data.

3 / 6 · See the possibility

Same business. A clearer story.

Compare the current dashboard with a proposed version: headline numbers first, a leading revenue trend, and retention beside it. Keep the growth drivers visible and add the retention history that puts them in context.

Preview · Not applied

Is our growth healthy?Illustrative data · Aug 2026

Growth is up. Retention needs a closer look.Start with the result, follow the trend, then inspect the existing revenue base.

Ending MRR$104k+4.0% vs. July

Net revenue retention94.0%Existing customer revenue

New business MRR$10kAugust contribution

How recurring revenue is changing

What is happening to retention?

94% means the existing revenue base shrank 6%, including expansion.

New business offsets losses in the existing base

August contributions · monthly recurring revenue

New business+$10k
Expansion+$8k
Contraction−$4k
Churn−$10k

Net change+$4k

$100k in July → $104k in August

NEXT QUESTIONWhich accounts explain churn and contraction?The chart identifies a question. Account-level records are needed to establish the cause.

Where this fits in your workspace

The live builder uses your configured semantic catalog, access rules, and AI provider. This walkthrough illustrates the updated builder’s redesign workflow. You review and apply proposals; the sample controls do not call AI or change a real dashboard.

For source preparation and staged-version review, open Ingest. For the reasoning behind the design, read the field guide.