Business Metrics & Survey Analysis
Explain dashboards and turn survey responses into clear themes and actions.
Who this is for: Product, marketing, and managers
What this workflow helps with
Business Metrics & Survey Analysis helps you explain dashboards and turn survey responses into clear themes and actions. Use the recommended AI tools below and follow the steps to move from a rough start to a finished result, then refine with human review.
Common scenarios & use cases
This workflow covers the granular tasks people actually do:
Explain dashboard movements
Identify decision-driving metrics
Cluster open-text survey themes
Chart scored questions
Summarize findings and actions
Recommended AI tools
Step-by-step workflow
- List the metrics or survey questions and the period.
- Use Power BI Copilot or Julius AI to chart the data.
- Cluster open-text themes with ChatGPT.
- Write a short findings-and-actions summary.
How to use this workflow
- Adapt each step to your context and available tool plan.
Things to watch
- Review output quality before sharing externally.
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Use this workflow outside 2C Studio
Open the recommended official AI tools and complete the task directly on those platforms.