- AgreeThe definitionsFinance, sales and operations sign off what each term means
- ConnectThe systemsEach term points to the system that holds it
- AskIn plain wordsPeople ask in Teams, Slack or the tools they already use
- CheckEvery weekQuestions with known answers, like Texas loss ratio, catch any drift
Ask your data questions in plain words And get answers in your business's terms, with their working shown
What was our loss ratio in Texas last quarter?
- Definition
- Incurred losses divided by earned premium, as Finance defines it
- Came from
Snowflake
claims_factpremium_fact
Start with the questions each team asks every week Reports answer the questions you planned for, and few of the rest
What was our loss ratio in Texas last quarter?
Today: 2 days through an analystWhat did we spend with each supplier last year?
Today: A week, from three systemsWhich deals slipped this quarter, and why?
Today: Built by hand every MondayWho are our most profitable customers?
Today: Nobody agrees on the answerWhich lanes ran late most often last month?
Today: 3 days through an analystWhere is stock building up?
Today: A spreadsheet per warehouseWhere is attrition highest, by manager?
Today: Asked once a yearHow long does it take to fill a role?
Today: Two systems disagreeWhich products cause the most tickets?
Today: Tagged by handWhat did customers say after the price change?
Today: Nobody has read them allThen choose how your people will ask Dashboards, a BI copilot or your own assistant, and we'll say which
| What you need | DashboardsPower BI, Tableau | A copilot in your BI toolCopilot in Power BI, Tableau AI | Your own data assistantBuilt on your definitions |
|---|---|---|---|
| Questions you planned for | |||
| New questions, in plain words | |||
| Uses your business's definitions | |||
| Shows where an answer came from | |||
| Joins data across your systems | |||
| Time to start |
Keep your dashboards for the numbers you track every week. Build an assistant for questions like Texas's loss ratio last quarter.
Agree what each word means before anyone asks Loss ratio is tied to the one system that holds its definition
- Customer
- Order
- Claim
- Loss ratio
- Active policy

Snowflake
Incurred losses divided by earned premium.
- Owner
- Finance
- Held in
- Snowflake
- Agreed
- With the CFO and the claims director
Then check it against real questions every week Every miss is fixed in the map, so the next answer is right
So every answer shows its working The Texas figure carries its query, the asker's permissions and this week's score
loss ratio, Texas, Q3 = incurred losses ÷ earned premium from claims_fact, premium_fact where state = TX and quarter = 2026-Q3
Each person sees only the rows their role can see. A regional manager asks the same question and gets their region.
Dana · South regionAnswers are run against real questions with known answers, and any miss is fixed in the map.
Bring the question your reports can't answer
We'll map the terms behind it in five days, and you keep the map either way.