Data Analysis

Explore raw datasets and configure the churn-risk / lifetime-value prediction engine — Data Inspector and AI Predictive Models.

What Is Data Analysis in TotalApp?

The Data Analysis group brings together TotalApp's tools for exploring raw datasets and for configuring the machine-learning engine that scores your CRM deals. It sits between raw data (CSV/JSON files, or the deals already stored in your CRM) and the rest of the platform — clean a dataset here, then send it into Graph View or another module, or monitor how the prediction engine is scoring your customer base over time.

Two screens make up this group today: Data Inspector, a general-purpose dataset explorer and AI-assisted cleaning tool, and AI Predictive Models, the configuration and monitoring console for the churn-risk / lifetime-value scoring engine that also powers the Customer Segmentation screen in Marketing.

Runs In Your Browser

Data Inspector parses and analyzes uploaded files entirely client-side — nothing is uploaded to a server until you explicitly export or send a dataset elsewhere. AI Predictive Models reads and writes through TotalApp's own CRM data, scoped to your tenant.

Screens in This Group

Data Inspector

Upload a CSV or JSON file (or load the built-in sample dataset) and explore it across five tabs: a paginated data table, per-column statistics, a Pearson correlation heatmap, per-column distribution charts, and a data-quality summary (duplicates, missing values, outliers). An AI-generated cleaning recipe suggests fixes you can approve individually or all at once, and the cleaned dataset can be exported as CSV/JSON/PDF or sent directly into Graph View.

AI Predictive Models

The configuration and monitoring console for TotalApp's RFM-based churn-risk and predicted-LTV scoring engine. Toggle CRM auto-sync, tune the default Recency/Frequency/Monetary weight split, trigger a recalculation on demand, and review a run history table showing deals scored, whether CRM records were mutated, and total revenue covered by each run.

Quick Start

Open TotalApp and switch to the Data Analysis mode from the mode switcher, or navigate directly to a screen from the sidebar.
To explore a dataset: go to Data Inspector, upload a CSV/JSON file or click Load Sample to try it with a demo employee dataset.
Use the five tabs (Data Table, Column Stats, Correlation, Distributions, Data Quality) to understand the shape and quality of your data.
Click Run AI Analysis to generate a cleaning recipe, then approve and apply the steps you want.
To review or tune the prediction engine instead, go to AI Predictive Models, adjust the RFM weights or CRM Auto-Sync toggle, and click Recalculate Now.

Two Different Audiences

Data Inspector is a general-purpose tool for anyone working with a raw dataset. AI Predictive Models is aimed at admins/ops who configure and monitor the scoring engine — day-to-day marketers who want to run an ad-hoc segmentation should use Customer Segmentation in the Marketing group instead, which uses the same underlying engine with a simpler, campaign-focused interface.

Frequently Asked Questions

Is Data Inspector the same tool as Customer Segmentation?

No. Data Inspector is a general-purpose file explorer and cleaning tool for any CSV/JSON dataset. Customer Segmentation (in Marketing) and AI Predictive Models (in this group) both work against your CRM deal data through the same RFM scoring engine, but serve different audiences — Customer Segmentation is for ad-hoc marketing segmentation, AI Predictive Models is for configuring and monitoring the engine itself.

Does anything in this group require a server connection?

Data Inspector's file parsing, statistics, correlation, and chart rendering all run in your browser. AI Predictive Models reads and writes CRM deal data and settings through TotalApp's backend, scoped to your tenant, since it needs to persist run history and optionally update deal records.

Can I send a cleaned dataset from Data Inspector into another TotalApp screen?

Yes. The Send to Graph button pushes the current (possibly cleaned) dataset into TotalApp's Graph View, so you can continue exploring it visually without re-uploading the file.

What happens if I turn off CRM Auto-Sync in AI Predictive Models?

Scoring still runs and the run appears in the run history table, but the resulting churn-risk and predicted-LTV values are not written back onto your CRM deal records. This is useful for previewing what a change to the RFM weights would produce before committing it to live CRM data.

What file formats does Data Inspector accept?

CSV and JSON. You can drag-and-drop a file, use the file picker, or click Load Sample to instantly load a built-in demo employee dataset without uploading anything.