Ask Dash for a report
The most common thing teams ask Dash for is “give me a read on X.” A pipeline snapshot, a churn number, an ad-spend roll-up, an MRR delta. Dash is built for this. You ask in plain English, Dash pulls the data, charts it if it helps, and posts the result back as a Slack message.
The shape of a good ask
Section titled “The shape of a good ask”Three parts: what you want to know, from where, and how recent. If you skip any of them, Dash will ask. Examples:
@Dash give me a one-page read on pipeline from HubSpot for the last 7 days.
@Dash MRR snapshot from Stripe, this month vs last month, in #leadership please.
@Dash how is our top-of-funnel looking? Google Ads + Meta Ads, last 14 days, just the headline numbers.
You can skip “from where” if Dash has only one source for that thing (Dash always pulls revenue from Stripe). You should say it explicitly when there are options. Better to be a sentence longer than to get back a question.
What you get back
Section titled “What you get back”Dash answers in the same Slack thread or DM where you asked. A typical response looks like:
Pipeline, last 7 days
- Total: $1.42M ▲ +12% WoW
- New opps: 23 (▼ from 31 last week)
- MRR net new: +$8.4K
- Flag: 4 deals stalled > 14 days
Want me to break down the stalled deals?
Numbers are bolded. Deltas show direction. Flags surface things Dash thought you’d want to see even if you didn’t ask. The follow-up question is real, say yes and Dash will keep going.
When Dash needs a connected tool
Section titled “When Dash needs a connected tool”If you ask for a number Dash can’t pull because the tool isn’t connected, you’ll get a one-line answer like:
I need HubSpot for pipeline. Want me to send you the connect link?
Reply yes (or click the link) and Dash will walk you through the one-click OAuth. See Connect your first tool for the full flow.
Reports that need approval
Section titled “Reports that need approval”A read for yourself is free. The moment you say “and post it in #leadership”, Dash will draft the post and ask for your approval before publishing. You see the full draft, you click Approve, it posts. This is the approval flow in action. The number itself doesn’t change; the publish step is the gated action.
When to ask in a channel vs DM
Section titled “When to ask in a channel vs DM”- DM when the number is just for you, or when you’re still figuring out what you want.
- Channel when the team should see both the question and the answer. Channel asks become a small record of what the team cared about and what the data said.
- Thread when you’re following up on something already posted. Dash will remember the channel context.
Turn a one-off ask into a recurring one
Section titled “Turn a one-off ask into a recurring one”If you find yourself asking for the same report every Monday, ask Dash to make it recurring:
@Dash run this same report every Monday at 8am and post it in #leadership
Dash will set up the recurring job, confirm the schedule, and DM you the first time it runs so you can sanity-check. See Set up your morning briefing for the full pattern.
What’s next
Section titled “What’s next”- Set up your morning briefing to make this report show up automatically.
- Give Dash feedback so it improves if Dash’s first answer was not quite right.