Quick Start Guide

Get up and running with Jo in under 5 minutes! This guide assumes you've already installed Jo and connected your store.

Your First Query

Let's start with something simple. In the Jo dashboard, try asking:

"What were my total sales this week?"

Jo will analyze your data and return:

  • Your total revenue for the current week
  • A comparison to the previous week
  • A simple chart showing daily sales

Essential Questions to Ask

Here are some powerful queries to get you started:

Sales Analytics

  • "Show me my top 10 products by revenue this month"
  • "What's my average order value trend?"
  • "Which products have the highest profit margins?"

Customer Insights

  • "Who are my VIP customers?"
  • "Show me customers who haven't ordered in 60 days"
  • "What's my customer lifetime value?"

Inventory Management

  • "Which products are running low on stock?"
  • "What's my inventory turnover rate?"
  • "Show me slow-moving inventory"

Marketing Performance

  • "What's my conversion rate by traffic source?"
  • "Which marketing channels drive the most revenue?"
  • "Show me my email campaign performance"

Understanding Jo's Responses

When you ask a question, Jo provides:

  1. Direct Answer: The specific data you requested
  2. Context: Comparisons and trends to help you understand the numbers
  3. Visualizations: Charts and graphs when helpful
  4. Next Steps: Actionable recommendations based on the data

Example Response

You ask: "What products should I reorder?"

Jo responds:

Based on your sales velocity and current stock levels, you should reorder:

1. Blue Widget (SKU: BW-001)
   - Current stock: 12 units
   - Daily sales rate: 8 units
   - Days until stockout: 1.5 days
   - Recommended order: 200 units

2. Red Gadget (SKU: RG-005)
   - Current stock: 25 units
   - Daily sales rate: 10 units
   - Days until stockout: 2.5 days
   - Recommended order: 300 units

šŸ’” Tip: Set up automatic reorder alerts to avoid stockouts.

Creating Your First Dashboard

Jo can create custom dashboards for different aspects of your business:

  1. Click "Dashboards" in the navigation

  2. Select "Create New Dashboard"

  3. Choose a template:

    • Sales Overview: Daily performance metrics
    • Customer Analytics: Segmentation and behavior
    • Inventory Status: Stock levels and turnover
    • Marketing ROI: Channel performance

  4. Customize widgets by asking questions

  5. Save and share with your team

Setting Up Alerts

Stay informed with automated alerts:

  1. Navigate to "Alerts" in your dashboard
  2. Click "Create Alert"
  3. Choose alert type:
    • Threshold Alerts: When metrics exceed/fall below limits
    • Anomaly Detection: Unusual patterns in your data
    • Scheduled Reports: Regular summaries

Example Alert Setup

Low Stock Alert:

  • Condition: When inventory < 7 days of supply
  • Frequency: Check daily at 9 AM
  • Notification: Email and dashboard notification

Quick Wins with Jo

Here are immediate actions you can take:

1. Identify Your Best Customers

Ask: "Show me customers who've spent over $1000" Action: Create a VIP customer segment for special offers

2. Find Hidden Gems

Ask: "Which products have high margins but low sales?" Action: Feature these products more prominently

3. Optimize Inventory

Ask: "What's my dead stock value?" Action: Create clearance campaigns for slow-moving items

4. Improve Customer Retention

Ask: "What's my repeat purchase rate by cohort?" Action: Target one-time buyers with win-back campaigns

Keyboard Shortcuts

Speed up your workflow with these shortcuts:

  • Cmd/Ctrl + K: Open quick search
  • Cmd/Ctrl + N: New query
  • Cmd/Ctrl + D: Duplicate current view
  • Cmd/Ctrl + S: Save current dashboard

Tips for Better Results

  1. Be Specific: Instead of "show sales", try "show daily sales for the last 30 days"
  2. Use Natural Language: Jo understands conversational queries
  3. Iterate: Start broad, then drill down into specific insights
  4. Save Useful Queries: Build a library of go-to questions

What's Next?

Now that you're familiar with the basics:

  1. Explore Advanced Features:

  2. Set Up Your Team:

    • Invite team members
    • Set permissions and access levels
    • Create shared dashboards

  3. Automate Your Workflow:

    • Configure webhooks
    • Set up scheduled reports
    • Create alert rules

Getting Help

  • In-app Help: Click the ? icon for contextual help
  • Documentation: You're already here! Explore other guides
  • Support: Email support@getjo.io
  • Community: Join our Slack community

Ready to dive deeper? Check out our Core Concepts to understand how Jo works under the hood.