Getting Started with BEEM

What is BEEM?

BEEM is an all-in-one data platform that connects to your business systems, centralizes your data in a cloud warehouse, and lets you build dashboards and reports without needing a technical team. With 750+ connectors, BEEM integrates with the tools you already use.

Step 1: Log In and Explore Your Workspace

1. Log in to BEEM with your credentials
2. You will land on your default workspace
3. Use the left sidebar to navigate between platform sections

Step 2: Connect Your First Data Source

1. Click Connections in the left sidebar
2. Click New Connection (top-right)
3. Search for your system (e.g., QuickBooks, Salesforce, Procore)
4. Follow the setup wizard to authenticate and test
5. Click Confirm to deploy the connection

Step 3: Browse Your Ingested Data

1. Once the initial sync completes, click Datalake in the left sidebar
2. Select your new connection to see all its tables
3. Click on any table to view its schema and preview data

Step 4: Create Your First Dataset

1. Click Warehouse in the left sidebar
2. Click Create Dataset
3. Name your dataset and assign it to a folder
4. Write a SQL query to select, join, or transform your source data
5. Click Preview to verify the results
6. Click Deploy to activate the dataset on a schedule

Step 5: Build a Visualization

1. Open your deployed dataset
2. Expand the Preview Pane at the bottom
3. Click + Create Visualization
4. Choose a chart type (bar, line, pie, KPI card, etc.)
5. Configure the axes and formatting
6. Save the visualization

Step 6: Create a Dashboard

1. Click Dashboards in the left sidebar
2. Click Create Dashboard and name it
3. Add your visualizations as widgets
4. Drag and resize widgets to arrange the layout
5. Add headings, text blocks, or dynamic filters as needed
6. Click Save to publish

Step 7: Invite Your Team

1. Click Members in the left sidebar
2. Click Add Member
3. Enter their email address
4. Assign a role:
   • Organization Admin: Full access, manages members and settings
   • Editor: Creates and edits datasets, dashboards, flows
   • Viewer: Read-only access to dashboards and AI Insights

Key Platform Areas

Quick Tips

• Use Spotlight Search (Cmd+K on Mac, Ctrl+K on Windows) to find anything fast
• Use AI Insights to ask questions about your data in natural language
• Your BEEM team is available to help with onboarding, custom connectors, and ongoing support

What is BEEM?

BEEM is an all-in-one data platform that connects to your business systems, centralizes your data in a cloud warehouse, and lets you build dashboards and reports without needing a technical team. With 750+ connectors, BEEM integrates with the tools you already use.

Step 1: Log In and Explore Your Workspace

1. Log in to BEEM with your credentials
2. You will land on your default workspace
3. Use the left sidebar to navigate between platform sections

Step 2: Connect Your First Data Source

1. Click Connections in the left sidebar
2. Click New Connection (top-right)
3. Search for your system (e.g., QuickBooks, Salesforce, Procore)
4. Follow the setup wizard to authenticate and test
5. Click Confirm to deploy the connection

Step 3: Browse Your Ingested Data

1. Once the initial sync completes, click Datalake in the left sidebar
2. Select your new connection to see all its tables
3. Click on any table to view its schema and preview data

Step 4: Create Your First Dataset

1. Click Warehouse in the left sidebar
2. Click Create Dataset
3. Name your dataset and assign it to a folder
4. Write a SQL query to select, join, or transform your source data
5. Click Preview to verify the results
6. Click Deploy to activate the dataset on a schedule

Step 5: Build a Visualization

1. Open your deployed dataset
2. Expand the Preview Pane at the bottom
3. Click + Create Visualization
4. Choose a chart type (bar, line, pie, KPI card, etc.)
5. Configure the axes and formatting
6. Save the visualization

Step 6: Create a Dashboard

1. Click Dashboards in the left sidebar
2. Click Create Dashboard and name it
3. Add your visualizations as widgets
4. Drag and resize widgets to arrange the layout
5. Add headings, text blocks, or dynamic filters as needed
6. Click Save to publish

Step 7: Invite Your Team

1. Click Members in the left sidebar
2. Click Add Member
3. Enter their email address
4. Assign a role:
   • Organization Admin: Full access, manages members and settings
   • Editor: Creates and edits datasets, dashboards, flows
   • Viewer: Read-only access to dashboards and AI Insights

Key Platform Areas

Quick Tips

• Use Spotlight Search (Cmd+K on Mac, Ctrl+K on Windows) to find anything fast
• Use AI Insights to ask questions about your data in natural language
• Your BEEM team is available to help with onboarding, custom connectors, and ongoing support