Who this is for
| Company type | D2C e-commerce, online retail, consumer brands |
| Connector | PostgreSQL or MongoDB |
| Teams | Leadership, marketing, growth, support, inventory and ops |
Get started
Add your connector
Add a PostgreSQL or MongoDB connector in
Connectors. See Add connectors.Index your schema
Run indexing and mark the important tables listed below. See Index your data.
Build the dashboards below
Save charts from chat, add them to dashboards, and apply filters or saved views. See Filters, views, and exports.
See it in Vizkraft
Your data
Retail analytics usually spans product catalog, customers, marketing, orders, site behavior, inventory, and support. Your schema may differ, but these are the objects this cookbook assumes.- PostgreSQL
- MongoDB
Typical tables:
| Table | What it holds |
|---|---|
products | SKU, category, brand, pricing |
customers | Segment, region, loyalty tier, lifetime value |
campaigns | Channel, budget, spend, target segment |
orders | Order header — date, status, channel, campaign |
order_items | Line-level revenue and quantity |
web_events | Page views, add-to-cart, checkout steps, UTM data |
inventory_movements | Stock in/out by warehouse |
support_tickets | Priority, issue type, CSAT, resolution |
Tables to mark during indexing
- Orders — revenue, conversion, and channel performance
- Campaigns — marketing attribution and ROAS
- Web events — funnel and traffic analysis
- Customers — segment and region breakdowns
- Support tickets — CX volume and satisfaction
- Inventory movements — fulfillment and stock health
Dashboards to build
Executive overview
Answers: How is the business performing overall? Include revenue and order KPIs, a monthly revenue trend, breakdowns by region and category, a purchase funnel, and a summary table. Apply a last 90 days filter.Campaign performance
Answers: Which campaigns drive leads and return on spend? Include spend, ROAS, leads, and conversion KPIs; a bar chart by campaign; daily spend over time; and a campaign detail table. Save views per campaign so stakeholders can open the same dashboard filtered to their program.Marketing funnel
Answers: Where do shoppers drop off? Include a view → cart → checkout → purchase funnel, daily active users, and channel mix. Try an AI filter such as Last 90 days only.Support and CX
Answers: How healthy is customer support? Include open tickets, CSAT, and average resolution KPIs; volume by issue type and agent team; and a ticket table filtered by priority and status.Inventory and fulfillment
Answers: Are we stocking the right products in the right places? Include stockout and turnover KPIs, warehouse movement bars, a movement trend line, and a low-stock table. Filter by category and warehouse.Questions to ask by role
| Role | Questions to try |
|---|---|
| CEO / GM | What is total revenue YTD? Which region drives the most revenue? What is conversion rate? |
| Marketing manager | Compare leads, spend, and conversion rate by campaign. Which channel has the best ROAS? |
| Growth analyst | Show daily add-to-cart rate for the last 30 days. Which segment converts best? |
| Support lead | Break down support volume by priority and assignee. What is average CSAT by issue type? |
| Ops / inventory | Which warehouses have the most sale movements? Show return rate by category. |
Example conversations
Monthly revenue trend
Ask: What was month-on-month revenue across the last three quarters? Vizkraft usually returns a line chart of monthly revenue with notes on which quarters accelerated or slowed. Try next: Which region grew fastest? A strong follow-up compares growth rate in smaller regions with absolute revenue in larger ones.Campaign comparison
Ask: Compare leads, spend, and conversion rate by campaign. Look for a grouped bar or composed chart with spend and conversion on the same view. Try next: Focus on the enterprise customer segment only — then save the result as a dashboard view for your next business review.Metrics worth defining
If your team uses specific definitions, add them to Connector memory so everyone gets consistent answers:- ROAS — campaign-attributed revenue divided by spend
- Conversion rate — purchases divided by sessions (or orders divided by add-to-cart events)
- Lifetime value — total revenue per customer over the relationship