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ShedBox Agent for Business Analysts

Access any data source and create insights without writing code.

The Business Analyst Challenge​

Business analysts need data access but often face:

  • Dependency on data teams for queries
  • Long wait times for report requests
  • Limited self-service options
  • Tools that require SQL knowledge

ShedBox Agent gives you direct data access through natural language.

How Business Analysts Use ShedBox Agent​

Direct Data Access​

"Show me total revenue by product category for last quarter"

✓ Connects to your data source
✓ Runs the analysis
✓ Creates visualization
✓ Exports to your preferred format

No SQL Required​

Ask questions in plain English:

"Which marketing channels have the best ROI?"
"What's the trend in customer support tickets?"
"Compare this month's sales to the same month last year"

Self-Service Reports​

Create reports you can refresh anytime:

# Your reusable report
data_sources:
  sales:
    type: rest_api
    url: https://api.your-crm.com/deals
    auth:
      type: bearer
      token_env: CRM_TOKEN

processing:
  filter:
    field: close_date
    condition: "last_quarter"
  aggregate:
    group_by: product_category
    metrics:
      - revenue: sum(amount)
      - deals: count

output:
  type: file
  path: quarterly_sales.xlsx

Key Benefits for Business Analysts​

1. Independence from Data Teams​

  • Query data yourself using natural language
  • No tickets, no waiting
  • Iterate on analyses in real-time

2. Multiple Data Sources​

Access all your business data:

SourceWhat You Can Access
SalesforceDeals, accounts, activities
HubSpotContacts, marketing data
StripeRevenue, subscriptions
Google AnalyticsTraffic, conversions
DatabasesAny SQL data

3. Stakeholder-Ready Output​

Generate reports in business-friendly formats:

"Create a PowerPoint-ready summary of Q3 performance"
"Export this analysis to Excel with charts"
"Generate a PDF report for the board meeting"

4. Repeatable Analysis​

Save and rerun any analysis:

# Monthly refresh
shedboxai run monthly_business_review.yaml

# Share with colleagues
shedboxai run monthly_business_review.yaml --output shared_drive/

Common BA Workflows​

Performance Tracking​

"Create a dashboard showing KPIs vs targets for this quarter"

Customer Segmentation​

"Segment customers by purchase frequency and average order value"

Process Analysis​

"What's the average time from lead to close by sales rep?"

Competitive Analysis​

"Compare our pricing data with competitor benchmarks"

Budget vs Actual​

"Show budget vs actual spend by department, highlight variances over 10%"

Example: Sales Pipeline Analysis​

You: "Show me the sales pipeline by stage with conversion rates"

ShedBox Agent:
✓ Connects to Salesforce
✓ Pulls opportunity data
✓ Calculates stage-to-stage conversion
✓ Creates funnel visualization

Pipeline Analysis:
- Lead → Qualified: 45% conversion
- Qualified → Proposal: 62% conversion
- Proposal → Negotiation: 38% conversion
- Negotiation → Won: 55% conversion

Bottleneck identified: Proposal → Negotiation stage
Recommendation: Review proposal quality and follow-up timing

Get Started​

Take control of your data access.

Try ShedBox Agent →