Stop clicking dashboards and start asking for answers.

November 11, 2025Case Studies
#AI in Marketing
5 min read
Stop clicking dashboards and start asking for answers.

A Decade ago, finding answers through analytics was a tedious process. You had to run a query, export a CSV file, and sift through charts until you spotted a trend.

Now, it’s as simple as just asking a question. You can say things like:

“Why did our sign-ups drop last week?”

“Which audience segment is responsible for repeat visits?”

“What would happen if I shifted the budget from X to Y?”

Today, an AI assistant can quickly interpret these questions, run the necessary queries, analyze trends, and identify the root causes in just seconds. This isn’t some futuristic concept; it’s the reality of modern analytics.

The results speak for themselves: teams using this “ask-first” approach report getting insights four times faster and spend up to 88% less time moving from question to answer. The improvement is significant, and this new way of working is becoming a lasting habit.

The Shopify Story

Shopify serves as an excellent case study for this approach. They didn’t simply purchase another tool; instead, they integrated this "ask-first" workflow directly into their platform for merchants. This fundamentally transforms how teams tackle problems. Let’s walk through what that actually looks like.

Imagine a typical commerce dashboard where a brand notices a drop in sales mid-week. 

Instead of navigating through ten different reports, they simply open the chat panel and type: “Why were sales down this week? Can you compare it to last week and highlight the key factors?”

The assistant does three main things. First, it comprehends your everyday language, terms like “sales,” “drivers,” and “last week”, and connects them to the relevant data behind the scenes.

Next, it runs the necessary queries and provides a concise summary: “Your traffic shifted from a high-quality source to a weaker one; two of your top SKUs are low on stock; and mobile iOS checkout is slowing down at Step 3.”

Finally, it suggests the next step: “Would you like me to create and save that comparison so you can keep track of it?”

Two follow-up questions come up in the same conversation: “Can you show conversion rates by source compared to September?” and “Which low-stock SKUs have cost us the most revenue?” The dashboard responds seamlessly, maintaining the context of the discussion.

This isn’t some exclusive “Shopify magic.” We’re using Shopify as an example because the process is straightforward: you ask in plain English, the system translates your request into the appropriate queries, and you receive a chart along with a brief explanation. Then, you can take action, without the back-and-forth of ticketing.

Zooming Out: Not Just One Platform

This conversation-first approach is now a standard feature across modern analytics tools:

Looker(Google): You can ask questions in plain English, and Looker understands your business terminology (like “activation” or “refund rate”). It runs the appropriate queries and remembers your filters for any follow-up questions.

Power BI(Microsoft): You can pose questions and receive visualizations directly from your model. Plus, it provides a clickable trail that shows which data and filters were applied, allowing you to verify the source of the numbers.

Tableau : This tool adds a brief note next to each chart explaining “what moved and why,” helping you understand the story behind any spikes without having to guess.

Amazon QuickSight :Even non-analysts can ask business-related questions and receive charts. The tool adapts to your language, recognizing terms like “customers,” “orders,” and “churn,” so you don’t have to use any special syntax.

Different tools may have various labels, but they all share the same fundamental approach: ask → check → act. When language becomes the interface, analytics adapts to how people think, rather than being limited by how databases are structured.

Who This Helps

Product teams. When they ask, “Which step is causing issues in onboarding?” the assistant responds: “Step 3 (permissions) is responsible for 48% of drop-offs, especially on iOS.” They can then implement a targeted fix and measure the results.

Marketing teams. If they inquire, “Which campaigns actually boost lifetime value?” The system analyzes spending, customer acquisition cost (CAC), and churn rates, highlighting the creative elements or keywords that perform best. This allows them to adjust budgets on the same day.

Merchandising & ops teams. When they ask, “Which SKUs are hurting conversion rates?” The tool identifies low-stock bestsellers and the regions affected. It can also help initiate back-in-stock alerts or reallocate inventory as needed.

Editorial & media teams. If they want to know, “Where do readers lose interest?” the workflow compiles session replays, surveys, and error signals into a few key moments, enabling precise edits instead of guesswork.

How to Start (whatever stack you’re on)

Don’t rebuild analytics. Change the entry point. Keep your dashboards; add a conversational front door. Instead of overhauling your analytics, simply change the entry point. You can keep your existing dashboards and add a conversational interface to make data access easier.

Ask questions that mirror decisions. What changed most? What caused it? What’s the smallest change that could lead to the biggest improvement?

Keep the receipts. Make sure to save the generated view or report (including the date range and sample) along with the brief chat thread that led to your insights.

Show the source trail. Only trust answers that allow you to click back and see which tables and filters were used to arrive at the conclusion.

Require human approval. Ensure that no changes to budget, pricing, or rollouts happen without one designated person reviewing the evidence first.

Make it a habit, not a project. Aim for one question each morning and one actionable change each week. Stick to the same data but reduce unnecessary detours.

The Takeaway

Dashboards aren’t disappearing; they’re finally becoming interactive. The Shopify model illustrates this flow question, explanation, action all within a single interface. The rest of the industry is following suit.

If your job relies on understanding “what changed and why,” you don’t need more charts. What you really need is a conversation that remembers your questions from just a few seconds ago and can clearly show you the source of the data.

Ask better questions. Check your findings quickly. Act sooner. 

And then, make it a routine to do it all over again tomorrow.

YR
Y. Anush Reddy

Y. Anush Reddy is a contributor to this blog.