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Cookbooks help your team go from a blank workspace to useful dashboards and chat workflows. Each guide is written for a company type or department and walks through the data to connect, dashboards to build, and questions to ask.

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Pick by company type

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Pick by department

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Pick by role

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Pick by connector

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Where to start

If you are new to Vizkraft, this order tends to work well:
  1. E-commerce / D2C retail — familiar metrics like revenue, campaigns, and conversion
  2. B2B SaaS — subscriptions, usage, and retention
  3. HubSpot CRM — pipeline and contacts without SQL
  4. Department cookbooks once your connector is in place

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Before you start

1

Add a connector

Connect PostgreSQL, MongoDB, or HubSpot CRM. See Add connectors.
2

Index or sync your data

Run indexing for SQL and MongoDB sources, or catalog sync for HubSpot. See Index your data or CRM sync.
3

Mark important tables

During indexing, flag the tables listed in each cookbook so Vizkraft prioritizes the right data.
4

Ask questions and build dashboards

Use the example questions in each cookbook, save charts you like, and assemble dashboards. See Create dashboards.