The User Guide

From first upload to forwarded proof.

Everything in Quandry works as one loop — each step feeds the next. Ten steps, no jargon without a plain-English translation, and by the end you're publishing a report your CFO actually wants to read.

Add dataGet your scoreAsk your peopleRead findingsDecideActProve it
The Walkthrough

Ten steps. 
One story. 

Start small — one spreadsheet, one survey. The platform grows with you.

1

Create a project

A project is your workspace — data, surveys, goals, and reports in one place. Invite teammates and control what each person can do with six roles, from Admin to Guest.

2

Add your data

Upload the spreadsheets you already have: headcount, pay, exit data, engagement results. Quandry reads the columns and recognizes the metrics inside automatically. Incomplete data is exactly where everyone starts — the next step tells you what's missing.

CSVExcelMetrics detected automatically
3

Meet your DMI

The Data Maturity Index scores your data from 0 to 100 across six categories, checking for the Core 10 — the ten metrics every people team should track. The score matters less than the gaps it finds: each one comes with exactly what to collect next.

0–100 score6 categoriesCore 10 gaps
4

Track KPIs

A KPI is a metric with a target attached. “Turnover” is a metric; “get turnover under 12%” is a KPI. Pick a metric, set the target, choose a direction — Quandry tracks it with gauges that show at a glance whether you're on pace.

5

Set goals

Goals are the outcomes behind the numbers, like “improve first-year retention.” Attach KPIs to a goal and Quandry rolls them up — the goal counts as achieved when every attached KPI hits its target.

6

Ask your people

Numbers say what. Surveys say why. Build surveys around dimensions — themes like “Trust in Leadership” — with 1-to-5 questions and AI follow-ups that dig deeper when an answer deserves a “tell me more.” Send waves by link, QR code, or contact list. Anonymous, so people can be honest.

DimensionsAI follow-upsWavesAnonymous
7

Read the findings

The moment a wave completes, insights generate automatically: a one-sentence headline, scores per dimension with arrows showing what moved since last wave, and real anonymized quotes. Early reads are clearly labeled Preliminary; completed waves get Final findings. Every finding is grounded in your real responses — nothing is invented.

Automatic on completionPreliminary vs FinalReal quotes
8

You decide

Alongside the findings, the AI drafts recommendations — concrete actions a manager could start this month. For each one you choose: Accept, edit-then-accept, or Dismiss. Nothing moves forward without a human saying yes. That's true everywhere in Quandry.

AcceptEditDismiss
9

Turn decisions into a plan

The moment you accept recommendations, “Draft action plan” appears right there. One click and the AI drafts the whole plan — name, target date about a quarter out, and sequenced actions, each linked to the recommendation it came from. Edit everything in the review screen; nothing saves until you click Create. Then link the plan to an initiative to unlock its actions, and track them on a kanban board.

Draft action planReview before savingLink to initiative
10

Prove it

Click “Draft report” and in about fifteen seconds the AI composes a complete draft from your real data: a plain-language executive summary, your survey findings, KPIs, trends, goals, and accepted recommendations. Missing data? That section is skipped — a shorter honest report beats a longer padded one. The draft opens in the report builder, fully editable, and nothing is published until you publish it. Share links can carry a password and an expiry, reports can be scheduled to email a contact list, and viewers don't need an account.

Draft reportFully editablePublish & share
The Contract

The AI 
ground rules. 

Powerful, but on a leash you hold. Four rules the AI never breaks.

01

It only uses your real data

Every score, trend, and quote traces to your project. If the data doesn't exist, the AI skips it — it never pads or invents.

02

It only runs when you ask

Drafting is always a button you click. The one exception: insights generate when a survey wave completes, so they're ready when you are.

03

It never has the last word

Every AI draft — insight, recommendation, plan, report — ends at human review. You accept, you edit, you publish. Or you don't.

04

If it fails, nothing breaks

A failed draft creates nothing and gives you a plain retry button. Never a broken builder, never a half-saved plan.

The Toolkit

Everything in 
the workspace. 

Projects & Roles

One workspace per team, six permission levels from Admin to Guest.

Datasources

CSV & Excel uploads with metrics detected automatically.

Data Maturity Index

Your 0–100 data health score, with the gaps to fill next.

Metrics & KPIs

Track any number over time; add a target to make it a KPI.

Goals

Group KPIs into outcomes — achieved when every KPI hits target.

Surveys & Waves

Build, send by link, QR, or contact list, and repeat over time.

AI Insights

Automatic findings after each wave: headline, scores, trends, quotes.

Recommendations

AI-drafted, human-approved next steps tied to real findings.

Action Plans

AI-drafted from accepted recommendations; kanban tracking.

Initiatives & ROI

Approval flow, business cases, projected vs. actual ROI.

Reports & Sharing

AI-drafted or hand-built; secure share links; scheduled delivery.

Contacts & Scheduling

Saved audiences for survey invitations and report delivery.

“Our data score told us we were blind on engagement. We ran a survey — belonging scored lowest, and the comments told us why. We accepted three recommendations, turned them into a funded initiative, and two waves later belonging is up 0.4. Here's the report.
DataFindingsDecisionsActionProof

Every link in the chain is a real number someone can check. When budget season comes, you're not asking anyone to trust your gut — you're forwarding a link.

The Vocabulary

Words 
you'll see. 

DMI
Data Maturity Index — your 0–100 data health score.
KPI
A metric with a target. The numbers you're actively steering.
Dimension
A theme a survey measures, like “Trust in Leadership.”
Wave
One round of survey collection, with a start and end.
Preliminary / Final
An early read while responses come in vs. the settled findings after a wave completes.
Recommendation
A suggested next step. AI drafts them; you approve them.
Action plan
The to-do list that turns recommendations into work.
Initiative
The formal wrapper around a plan, with approval and ROI tracking.
Draft
Anything the AI wrote that you haven't approved yet. Always labeled.
The Start

Your first-week 
checklist. 

Seven boxes between you and your first published report.

  • Create a project and invite your team
  • Upload one spreadsheet and look at your DMI
  • Create two or three KPIs from the metrics it found
  • Build one short survey and send your first wave
  • When insights arrive: accept the recommendations you believe in
  • Click “Draft action plan,” review it, create it, link it to an initiative
  • Click “Draft report,” make it yours, and publish your first share link

Your data has a story. Let's prove it.

Start Building Proof