Build dashboards
1) Open the Dashboards page
Go to the Dashboards section in Bruin Cloud. Make sure your pipeline has run at least once so the report tables have data.
2) Executive KPIs dashboard
Ask the AI agent:
Build an executive dashboard showing daily revenue, order count, AOV, and new vs returning customers for the last 30 days with week-over-week comparison.
The agent generates SQL against your reports.rpt_daily_kpis table and creates line charts, KPI cards, and comparison metrics.
3) Marketing performance dashboard
Ask the AI agent:
Show me marketing performance by channel - ROAS, spend, and attributed revenue for Facebook Ads and email, with a trend chart for the last 90 days.
This pulls from reports.rpt_marketing_roi and creates a multi-channel comparison with spend efficiency metrics.
4) Customer cohorts dashboard
Ask the AI agent:
Create a cohort retention chart showing monthly customer retention rates for the last 6 cohorts, plus lifetime value by cohort.
This uses reports.rpt_customer_cohorts to build a retention heatmap and LTV trend.
5) Product performance dashboard
Ask the AI agent:
Show top 20 products by revenue with their cancellation rate, and a category-level revenue breakdown.
This queries reports.rpt_product_performance to create a ranked product table and a category breakdown chart.
6) Iterate and ask questions
The AI agent is conversational. You can refine any dashboard:
- Click on a chart to bring it into context, then ask: "Change this to a bar chart instead"
- Ask follow-up questions: "Why did revenue dip last Tuesday?" - the agent analyzes the data instead of building another chart
- Add new charts: "Add a chart showing refund rate by product category"
Every chart is backed by a visible SQL query you can inspect and verify.