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What to know before you start

Data source

Prepare at least one data source: Google Sheets, a CSV file, or a PostgreSQL database. Daymark will pull data from these data sources.

Questions (optional)

You can start with a specific business question, or use Daymark’s starter questions to explore your data right away.
Follow the steps below inside your workspace to reach your first usable insight.
Quickstart flow

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Quickstart: Create your first insight

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1. Open Daymark and go to Explore

Log in to your Daymark workspace. The Explore page opens with a chatbox where you can ask questions and a visible Add Data Source button.

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2. Connect your data

  1. Click Add Data Source on the Explore page.
  2. Choose where your data lives:
    • Google Sheets: Authenticate and select the sheet or tab you want to analyze.
    • Upload CSV file: Upload a CSV file directly.
    • PostgreSQL: Enter your database connection details.
    • Demo sample data: Use a sample dataset if you’re just exploring Daymark.
  3. Follow the prompts to complete the connection.
Once connected, Daymark indexes your data automatically so you can start asking questions immediately.

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3. Ask a question in plain English

Type your question into the chat box as if you were talking to a teammate:
  • “What were our total sales last month by region?”
  • “Which product had the highest daily active users this quarter?”
  • “Daily sign-ups vs conversions this month.”
You can also pick from the suggested questions in the chat. You don’t need to know table names or write SQL. Just describe what you want to understand.

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4. Review and refine the visual answer

Daymark returns an answer as a chart or table, depending on your question:
  • Bar charts for comparisons
  • Line charts for trends over time
  • Tables for detailed records
If the result isn’t exactly what you need, create a new query and ask the question again.

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5. Add the insight to a dashboard

When you see an answer worth tracking:
  1. Click the ⋮ menu on the top-right of the chart.
  2. Select Add to Dashboard.
  3. Choose to create a new dashboard or add it to an existing one.

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6. Share and keep everyone aligned

Open the dashboard view and click Share. Enter your teammates’ email addresses to give them access. They’ll receive a secure link and always see the latest version of the dashboard, powered directly by your data.

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What’s next

Connect more sources

Learn how to add additional databases, Sheets, or CSV workflows.

Build a dashboard

Create a shareable dashboard that keeps your key metrics and charts in one place.
With your first insight live, keep iterating: ask the next question, add it to the same dashboard, and build a Product, Revenue, or Ops view grounded in real data.