Meeting Title: Brainforge x Omni Dashboard Overview Date: 2026-03-03 Meeting participants: Robert Tseng, Greg Stoutenburg
WEBVTT
1 00:00:17.860 ⇒ 00:00:18.900 Robert Tseng: Ugh.
2 00:00:21.190 ⇒ 00:00:25.120 Robert Tseng: Okay, hopefully this will be smoother and shorter.
3 00:00:25.120 ⇒ 00:00:25.720 Greg Stoutenburg: Bye.
4 00:00:25.970 ⇒ 00:00:36.359 Greg Stoutenburg: Sounds good. All right. So I’ll just very quickly show the usability difference, and then we can go into the retention dash, and I’ll show what’s being sent for deliveries so far.
5 00:00:36.990 ⇒ 00:00:37.640 Greg Stoutenburg: Sound good?
6 00:00:37.640 ⇒ 00:00:38.369 Robert Tseng: That’s good.
7 00:00:39.120 ⇒ 00:01:02.570 Greg Stoutenburg: So, here we go. So the goal behind switching to Omni has been to enable better self-service than was available in Tableau, and the way that that’s done is two things. One is just ensuring one-to-one parity between the dashboards that were in Tableau and the data that’s there with what’s in Omni, and then secondly, with the addition of an AI assistant that will allow you to just ask questions using natural language and have those
8 00:01:02.570 ⇒ 00:01:06.740 Greg Stoutenburg: Be mapped carefully onto the right table so that you get accurate data.
9 00:01:06.830 ⇒ 00:01:20.439 Greg Stoutenburg: Now, as far as ensuring parity with Tableau, the way that the navigation works in Omni is you can just go here to the Hub, and this will show you the same organization of charts and dashboards that you had in Tableau.
10 00:01:20.570 ⇒ 00:01:26.980 Greg Stoutenburg: So you can click in any one of these and see your charts. Before we do that, I want to show that if you’re just here on the homepage.
11 00:01:27.290 ⇒ 00:01:42.590 Greg Stoutenburg: and you want to ask a question, you can just click right here for the AI Assistant, and you can ask questions right from the homepage without even having to navigate into anything if you don’t want to. So, as an example, you can just ask a question like, show me,
12 00:01:42.890 ⇒ 00:01:51.070 Greg Stoutenburg: Revenue on a month-by-month basis for the past 6 months.
13 00:01:54.910 ⇒ 00:01:56.330 Greg Stoutenburg: It’ll take a second.
14 00:01:57.580 ⇒ 00:02:03.309 Greg Stoutenburg: One of the things that’s going on behind the scenes that makes Omni pretty cool is that here where it says auto-select a topic.
15 00:02:03.310 ⇒ 00:02:24.729 Greg Stoutenburg: Topics are actually groups of tables that exist in BigQuery that have been connected to Omni, so when you type in a natural language query, it gets sort of… it selects which topic is the appropriate one, and then delivers you results from those tables. Brainforge has set up the topics for you to make sure that the queries that you’re asking, you know, are routed the right way.
16 00:02:25.580 ⇒ 00:02:41.969 Greg Stoutenburg: So there, in just one sentence that even included a typo, you get this month-by-month breakdown of your revenue, complete with a visualization, if you find that useful. So, that’s pretty slick. If you wanted to investigate more, you can, you can click into it.
17 00:02:42.740 ⇒ 00:02:48.689 Greg Stoutenburg: Here And suppose that you found this… this view really helpful. You might want to use this for something.
18 00:02:48.940 ⇒ 00:02:58.099 Greg Stoutenburg: You can actually just create your own workspace here by just clicking to add it to a dashboard, and you can do something like, you know, revenue, revenue charts.
19 00:02:58.710 ⇒ 00:03:02.579 Greg Stoutenburg: For me, you know, things that I’ll just work on on my own.
20 00:03:03.000 ⇒ 00:03:13.739 Greg Stoutenburg: And just like that, you’ve got your own little workbook that you’ve set up. So, highly usable, supposed to be pretty easy to, to navigate and use natural language in that way.
21 00:03:14.330 ⇒ 00:03:17.270 Greg Stoutenburg: Alright, now let’s get into,
22 00:03:17.370 ⇒ 00:03:35.760 Greg Stoutenburg: into the retention dashboard that I know you’re interested in. One caveat as we’re exploring this is there are, there are a couple of things that are still being smoothed out. There’s a little bit of dbt work that needs to be done on a couple of the charts, so, you know, so bear with us as we get that finished this week.
23 00:03:36.220 ⇒ 00:03:53.859 Greg Stoutenburg: You should recognize this as the exact same dashboard that you saw in Tableau previously. We aimed to get right not just the… not just the data points, but also the way that you visualize these, because, you know, we know that that’s what you’re used to seeing. So you’ve got your… your filters up at the top.
24 00:03:54.340 ⇒ 00:04:01.530 Greg Stoutenburg: And then all of the charts that you’re used to seeing here. Repeat orders, First versus repeat order count.
25 00:04:02.560 ⇒ 00:04:06.469 Greg Stoutenburg: And then your, your cohort charts and reorder charts below this.
26 00:04:14.730 ⇒ 00:04:20.549 Greg Stoutenburg: Robert, are there any particular parts of this dash that, we should make sure to highlight here?
27 00:04:21.870 ⇒ 00:04:26.969 Robert Tseng: Yeah, well, I guess, on this chart, I mean, there’s retention by cohort,
28 00:04:27.180 ⇒ 00:04:31.830 Robert Tseng: cohorted retention by product. So that’s still… that’s still… that’s still true.
29 00:04:31.870 ⇒ 00:04:35.919 Robert Tseng: I guess, like, if we were to extend this further, we’d be able to
30 00:04:35.920 ⇒ 00:04:57.959 Robert Tseng: ask Omni some differences across these different charts. So I think that’s also a benefit, that if you need to triangulate any insight across these different charts, because they all tell slightly different things, you know, rather than us having to manually label these charts with more and more descriptions, caveats, like, you could just ask… you could just ask Blobby to, kind of explain some of the differences here.
31 00:04:58.710 ⇒ 00:05:06.219 Robert Tseng: And… yeah, I guess, like, we would want to work with you to try to extend this, knowing that,
32 00:05:06.660 ⇒ 00:05:08.960 Robert Tseng: One of the concerns you have is
33 00:05:09.460 ⇒ 00:05:28.150 Robert Tseng: you know, what does, retention, or, like, what… yeah, what’s, like, another, like, the next version of, like, lifecycle reporting? So, I mean, I don’t think we have the requirements, like, all fleshed out right now, but, you know, I think we’re not starting from scratch here. We already had a set of reports in Tableau that’s easier to iterate on, from here.
34 00:05:29.100 ⇒ 00:05:39.829 Greg Stoutenburg: Yep, yep, that’s right. And, and once you’re inside of a dashboard, if there’s something that you want to explore on the specific charts that you’re looking at, you can… you can click Explore here.
35 00:05:42.000 ⇒ 00:05:43.790 Greg Stoutenburg: Once you get that pulled up.
36 00:05:44.380 ⇒ 00:05:46.919 Greg Stoutenburg: you can again access the AI Assistant
37 00:05:47.240 ⇒ 00:06:06.599 Greg Stoutenburg: inside of that dashboard. So now the questions that you’re going to ask are going to be, you know, focused on the charts that are available here. So wherever you’re working with this data, you don’t have to… you can tune your charts and, you know, build manually, but you don’t have to. You can actually just pull up the AI Assistant inside of a dashboard if you’d like to work with it there.
38 00:06:09.840 ⇒ 00:06:10.510 Greg Stoutenburg: Okay.
39 00:06:11.840 ⇒ 00:06:19.059 Greg Stoutenburg: Many of the deliveries, all but two of the deliveries that you’re used to seeing dropped into Slack have been set up.
40 00:06:21.380 ⇒ 00:06:23.660 Greg Stoutenburg: We’ve got the abandoned orders.
41 00:06:23.890 ⇒ 00:06:37.829 Greg Stoutenburg: delivery transit, past day orders, order refund summary, product revenue velocity snapshot, and SEMA product orders and revenue. Those are already set up, and we’ll start adding those to the Slack channels, by end of day today. There are just…
42 00:06:38.110 ⇒ 00:06:54.930 Greg Stoutenburg: two reports that need a little bit more work before they can be set up as snapshot deliveries, and those are the two, ROAS ones, the all non-GLP ROAS and the new product ROS. Both of those need a little bit more work, and then they’ll be set up as deliveries as well.
43 00:06:58.070 ⇒ 00:07:00.379 Robert Tseng: Okay, that sounds good.
44 00:07:01.530 ⇒ 00:07:11.130 Greg Stoutenburg: Okay, and then the last thing is just looking at the proposed contract that Omni sent over, but if they have that, maybe we don’t need to review it on the recording.
45 00:07:11.820 ⇒ 00:07:13.260 Greg Stoutenburg: Or I can talk through it.
46 00:07:18.340 ⇒ 00:07:21.539 Robert Tseng: They just texted me that they had just gone onto the Google Meet.
47 00:07:23.310 ⇒ 00:07:26.959 Robert Tseng: It’s okay, we should just wrap this up, and then we can, we can send it over, but .
48 00:07:26.960 ⇒ 00:07:27.560 Greg Stoutenburg: Yeah.
49 00:07:28.270 ⇒ 00:07:31.540 Robert Tseng: Okay, sorry, I should have kept that out of the… Radio.
50 00:07:32.040 ⇒ 00:07:33.330 Greg Stoutenburg: Okay, alright.
51 00:07:33.490 ⇒ 00:07:34.040 Greg Stoutenburg: Here we go.
52 00:07:34.040 ⇒ 00:07:34.790 Robert Tseng: Okay.
53 00:07:34.790 ⇒ 00:07:35.849 Greg Stoutenburg: Alright, we’ll wrap it up.
54 00:07:35.890 ⇒ 00:07:36.570 Robert Tseng: Yep.
55 00:07:36.570 ⇒ 00:07:37.410 Greg Stoutenburg: Okay.