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+---
+title: "Business user training — outcomes checklist"
+description: "What every business user should be able to do in Lightdash by the end of training."
+---
+
+Work through these during onboarding and check items off as they're covered. Stuck on anything? Follow the docs link on each item, or ask your Lightdash admin or data team.
+
+## 01 — Understand metrics & dimensions
+
+- [ ] **Understand the Lightdash semantic layer** — `Viewer` One governed source of truth — metrics and dimensions are defined once in the dbt project, so everyone works from the same definitions. [Docs — Lightdash semantic layer](/guides/lightdash-semantic-layer#lightdash-semantic-layer)
+- [ ] **Understand the difference between dimensions and metrics** — [`Viewer`](/references/workspace/roles#project-roles) Dimensions describe and group; metrics aggregate and measure. [Docs — intro to metrics & dimensions](/get-started/exploring-data/intro-metrics-dimensions)
+- [ ] **Browse curated metrics in the Metrics Catalog** — `Viewer` Go to Browse → Metrics Catalog to see every metric in one place — with descriptions, categories, and owners. [Docs — the Metrics Catalog](/guides/metrics-catalog/catalog)
+- [ ] **Explore a metric from the Metrics Catalog in one click** — [`Interactive Viewer`](/references/workspace/roles#project-roles) Hit Explore on any metric for an instant time-series analysis — compare periods, filter, and segment. [Docs — the Metrics Catalog](/guides/metrics-catalog/catalog)
+
+## 02 — Work with dashboards
+
+- [ ] **Open a dashboard and understand what they're looking at** — `Viewer` Find dashboards from the home page and spaces; read chart titles, descriptions, and last-refreshed time. [Docs — exploring your content](/get-started/exploring-data/exploring-your-content)
+- [ ] **Navigate existing dashboards and charts** — `Viewer` Browse spaces, search for content, and know where curated dashboards live. [Docs — exploring your content](/get-started/exploring-data/exploring-your-content)
+- [ ] **Use built-in filters, add their own, and cross-filter by clicking on charts** — `Viewer` Apply dashboard filters, add a temporary filter, and click a chart value to filter the rest of the dashboard. [Docs — using dashboards (filters & cross-filtering)](/get-started/exploring-data/interactive-dashboards)
+- [ ] **Use Date Zoom to change date granularity on a dashboard** — `Viewer` Switch charts between day, week, month, or year to zoom in on a moment or zoom out to see a trend — without editing the charts. [Docs — Date Zoom](/get-started/exploring-data/interactive-dashboards)
+- [ ] **Drill into the underlying data and export to CSV** — `Interactive Viewer` View underlying records behind a chart, use Drill into to segment a metric, and download the results. [Docs — drill into & view underlying data](/get-started/exploring-data/interactive-dashboards)
+- [ ] **Subscribe to scheduled deliveries so the data comes to them** — `Interactive Viewer` Set up email or Slack deliveries on a schedule. [Docs — scheduled deliveries](/guides/how-to-create-scheduled-deliveries)
+
+## 03 — Explore the data
+
+- [ ] **Build a simple table, sort it to answer a question, and turn it into a chart** — `Interactive Viewer` Pick fields from a table, sort the results, and switch to a suitable chart type — no SQL required. [Docs — querying from tables](/get-started/exploring-data/using-explores)
+- [ ] **Break a metric down over time or by another dimension** — `Interactive Viewer` Group a metric by week or month, or split it by a category to compare segments. [Docs — querying from tables](/get-started/exploring-data/using-explores)
+
+## 04 — Run and share their own analysis
+
+- [ ] **Create their own analysis from scratch in the Explorer** — `Interactive Viewer` Start from a table, build an ad-hoc query, and answer a new question end to end. [Docs — exploring your data](/get-started/exploring-data/using-explores)
+- [ ] **Save charts into spaces** — [`Editor`](/references/workspace/roles#project-roles) Save work to the right space so teammates can find it. [Docs — spaces & saved charts](/get-started/exploring-data/exploring-your-content)
+- [ ] **Build and organise charts into dashboards** — `Editor` Create a new dashboard, arrange tiles, and add headings and context. [Docs — creating dashboards](/get-started/exploring-data/dashboards)
+- [ ] **Export as an image or PDF, or share a link in Slack** — `Viewer` Get insights out of Lightdash and in front of the team. [Docs — exporting & sharing](/get-started/exploring-data/interactive-dashboards)
+
+## 05 — Ask AI
+
+- [ ] **Ask business questions in plain English and get answers backed by curated metrics** — `Interactive Viewer` The AI analyst answers using the same governed definitions as every dashboard. [Docs — using AI agents](/guides/ai-agents/using-ai-agents)
+- [ ] **Know where to access the AI analyst** — `Interactive Viewer` Slack (if configured), Ask AI in the app, and from within dashboards — use Ask AI Agent from a chart or dashboard's menu. [Docs — using AI agents](/guides/ai-agents/using-ai-agents)
+- [ ] **Ask AI about a specific chart or dashboard** — `Interactive Viewer` Launch a conversation with the chart or dashboard pre-loaded as context — click Ask AI Agent from its menu. [Docs — asking about a chart or dashboard](/guides/ai-agents/using-ai-agents#asking-about-a-chart-or-dashboard)
+- [ ] **Give feedback on AI answers with thumbs up / down** — `Interactive Viewer` Any user can rate an agent response — thumbs down lets you optionally explain what went wrong, which helps the data team improve the agent. [Docs — using AI agents](/guides/ai-agents/using-ai-agents)
+
+## Role reference
+
+Minimum [project roles](/references/workspace/roles#project-roles) — `Viewer` (rank 1), `Interactive Viewer` (rank 2), `Editor` (rank 3). An item tagged `Viewer` is doable by everyone; `Editor` items need edit access (or `Interactive Viewer` with Can Edit on a space, for saving charts).