compare
·
first five min
·
variant b
workspace-first
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·
UAT · 12/12
·
B · S3 balanced
INTRO
A
B
C
Lands in a workspace with team-level templates, light governance hints, suggested next step.
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tier:
S2
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Halo Health
·
Marketing
Welcome, Rachel · Senior Analyst
role
Lisa N. — VP, read-only
Rachel C. — Senior Analyst
Marcus T. — Ops Lead
David O. — Admin
Carlos R. — Floating
Quick setup · 2 questions
Shape your starting templates
Two quick taps tune what shows up first. Defaults are fine — skip any time.
Skip setup
Which department are you in?
Marketing
Operations
Platform
Data Science
Other / skip
What do you mostly look at?
Dashboards
Ad-hoc queries
Both
Answers just bias the template order — you can pick anything next.
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