Quick Start
This guide takes you from an empty workspace to a first dashboard you can explore in one sitting. It assumes you can sign in and have permission to add connections and models (typically Admin or Data Admin—see Roles and permissions).
Choose how you connect data
When you start onboarding, FunnelStory asks how you want to supply data for the first models:
| Path | Best for |
|---|---|
| Sample database | Exploring the product quickly with realistic shape (accounts, users, activity) |
| Your own connection | Going live against CRM, warehouse, or product analytics you already trust |
Either path lands in the same model configuration experience; the difference is only which connection backs the suggested models.
AI-suggested models and queries
After you pick a connection, FunnelStory analyzes available tables or objects and suggests models that usually matter for B2B intelligence—often starting with Accounts, Users, and Product activity.
For each suggestion you can:
- Review the proposed model type and description.
- Inspect the AI-generated query (SQL, SOQL, or provider-specific shape) that pulls rows for that model.
- Accept or adjust the query before saving, if your workspace allows edits.
The goal is to remove blank-page friction: you are validating and tightening rather than writing everything from scratch.
Lock in the Account model first
Every other model hangs off accounts. Configure only one Account model per workspace. Complete that model with a stable account ID mapping before layering users, subscriptions, or tickets. The deep walkthrough lives in Configuring the Account model.
First dashboard
Once required models are saved and a refresh has run, your usual landing spot is the Focus Areas page—where you see prioritized accounts and early signals (exact content depends on what you connected). To drill into a single customer, use the Accounts experience.
Invite the rest of the team
When core data looks right, add teammates from Admin Settings → Team permissions and give them Account user or Manager roles for day-to-day work. See Inviting users.