> ## Documentation Index
> Fetch the complete documentation index at: https://quikirr.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Quickstart
> Generate dynamic reports and analyses from customer data in minutes with Quikirr.
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## 1. Install Quikirr Add-In & Sign Up
Add Quikirr to Excel:
From Excel: `Home › Add‑ins › More Add‑ins` › Search "Quikirr" › **Add**.
Open Quikirr from the Home tab and sign up / log in with your company email.
Need a license? Contact [sales@quikirr.com](mailto:sales@quikirr.com).
***
## 2. Select Data & Confirm Structure
Highlight your customer data cube in Excel from top left to bottom right, then click the 'Confirm Selection' button in the Quikirr pane.
* **Headers**: Row 1 for headers only. Ensure dates are contiguous and on a single row.
* **Required Data**: Must include a Customer ID column and date columns with your revenue metrics.
* **Revenue Metrics**: Ensure consistent metrics in time-based columns (e.g., all ARR or all MRR). Quikirr defaults to ARR but supports other types via Calculation Rules.
* **Data Purity**:
* Avoid merged cells, complex conditional formatting, or PivotTables in the source data.
* Ensure your selection contains only customer data rows, excluding totals, subtotals, or summary rows.
Does each row represent a unique customer? **Yes** or **No**?
* **Yes**: Each row is one customer with their data across time periods. If there are duplicate customer entries, you can clean them up in Customer Consolidation.
* **No**: Rows represent customer-product combinations (e.g., Customer 1 Product A, Customer 1 Product B, Customer 2 Product A). This enables Cross-Sell analysis and we automatically consolidate customers where appropriate for the outputs.
Review Quikirr's auto-detected mappings for:
* Customer ID column
* Date columns interval of your input data (Monthly, Quarterly, Annual)
* (Optional) Product ID column (for Cross-Sell). Enabled when you indicate each row represents a customer-product combination.
* (Optional) Descriptor columns (for Filtering)
Click **Confirm All & Continue** after verifying.
**Large Files**: For large customer files, consider pasting data as values into a clean workbook before running Quikirr. It's not recommended to run Quikirr on worksheets embedded in extensive, multi-tab workbooks.
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## 3. Configure Analyses & Submit
Configure which analyses you want to generate to Excel along with various settings:
* **Clean Data**: Use Data Clean‑Up for duplicates, negatives, etc.
* **Filter**: Apply saved segment filters via the Filter Center.
* **Analyses**: Select reports like:
* Waterfalls
* Cohorts
* Rankings
* **Workbook Format**: Set units, fiscal year end, or enable Big Data mode for better performance on large data cubes.
Click **Generate Excel** when ready.
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## 4. Generate Workbook & Review
Quikirr will generate the workbook in a few seconds to a few minutes, depending on the size of your underlying data cube and how many output worksheets you've selected.
Avoid interacting with other Excel workbooks or selecting cells during generation.
**Done!** You now have a dynamic, professional-grade Excel workbook.
**Next Steps:**
* Explore the generated sheets.
* Check feature pages (e.g., Waterfalls) for details.
* If you need to make changes, you can re-run Quikirr by copying the original tab into a new workbook.