docs: add business user training outcomes checklist

docs.json

@@ -130,6 +130,12 @@
               }
             ]
           },
+          {
+            "group": "Training",
+            "pages": [
+              "training/business-user-outcomes"
+            ]
+          },
           {
             "group": "Build with AI",
             "pages": [

training/business-user-outcomes.mdx

@@ -0,0 +1,126 @@
+---
+title: "Business user training outcomes"
+description: "A checklist of skills and outcomes a business user should be able to demonstrate after completing Lightdash BI training."
+sidebarTitle: "Business user outcomes"
+---
+
+Use this checklist to confirm that a business user has the skills they need to explore data, build charts and dashboards, and share insights in Lightdash. Each section maps to a training module and links to the relevant docs.
+
+<Tip>
+  Ask trainees to tick each outcome only after they've done it themselves in a real project — not just watched a demo.
+</Tip>
+
+## Prerequisites
+
+Before starting training, the user should have:
+
+- An active Lightdash account with access to at least one project
+- Viewer or Interactive Viewer permissions (or higher) on that project
+- A short list of business questions they want to answer with data
+
+## 1. Navigate Lightdash
+
+By the end of this module the user can:
+
+- [ ] Log in and identify the homepage, navbar, and their user menu
+- [ ] Return to the homepage by clicking the Lightdash icon
+- [ ] Browse saved charts, dashboards, and Spaces from the `Browse` menu
+- [ ] Open the global search with `Cmd + K` / `Ctrl + K` and find a chart, dashboard, table, or field by name
+- [ ] Apply search filters to narrow results by content type or date
+
+Reference: [Exploring your content](/get-started/exploring-data/exploring-your-content)
+
+## 2. Understand metrics and dimensions
+
+By the end of this module the user can:
+
+- [ ] Explain the difference between a **dimension** and a **metric** in their own words
+- [ ] Give a business example of each from their own data
+- [ ] Recognise metric and dimension icons in the sidebar of an explore
+- [ ] Read a field's description and formatting to understand what it measures
+
+Reference: [Intro to metrics and dimensions](/get-started/exploring-data/intro-metrics-dimensions)
+
+## 3. Query data from a table
+
+By the end of this module the user can:
+
+- [ ] Open an explore from the `Tables` menu
+- [ ] Select dimensions and metrics to build a results table
+- [ ] Apply filters to limit the data returned
+- [ ] Sort and pivot results
+- [ ] Add a custom metric on the fly (e.g. count distinct, average)
+- [ ] Add a table calculation (e.g. percent of total, running total)
+- [ ] Download results as CSV or Excel
+
+Reference: [Querying from tables](/get-started/exploring-data/using-explores)
+
+## 4. Build and configure charts
+
+By the end of this module the user can:
+
+- [ ] Switch between chart types (bar, line, big value, table, pie)
+- [ ] Choose the correct chart type for a given question
+- [ ] Configure axes, series, formatting, and reference lines
+- [ ] Save a chart into an appropriate Space with a clear name and description
+
+References: [Chart types overview](/references/chart-types/overview) · [Configuring charts](/guides/configure-charts) · [Formatting your fields](/guides/formatting-your-fields)
+
+## 5. Build a dashboard
+
+By the end of this module the user can:
+
+- [ ] Plan a dashboard around a specific audience and question
+- [ ] Create a new dashboard and add saved charts to it
+- [ ] Add markdown tiles for context and headings
+- [ ] Arrange and resize tiles for readability
+- [ ] Add dashboard-level filters and temporary filters
+- [ ] Save the dashboard into the right Space
+
+References: [Planning your dashboard](/best-practice/planning-your-dashboard) · [Creating dashboards](/get-started/exploring-data/dashboards)
+
+## 6. Explore dashboards interactively
+
+By the end of this module the user can:
+
+- [ ] Apply and clear dashboard filters
+- [ ] Use date zoom to change the time granularity
+- [ ] Drill into a chart from a dashboard tile
+- [ ] View underlying data behind a chart value
+- [ ] Comment on a chart or dashboard to ask a question
+
+References: [Exploring dashboards](/get-started/exploring-data/interactive-dashboards) · [Date zoom](/guides/date-zoom)
+
+## 7. Share insights with the team
+
+By the end of this module the user can:
+
+- [ ] Share a chart or dashboard link with a teammate
+- [ ] Export a chart as an image or CSV
+- [ ] Set up a scheduled delivery to Slack or email
+- [ ] Create an alert on a metric threshold
+- [ ] Recognise verified content and know when to trust it
+
+References: [Sharing insights](/get-started/exploring-data/sharing-insights) · [Scheduled deliveries](/guides/how-to-create-scheduled-deliveries) · [Alerts](/guides/how-to-create-alerts) · [Verified content](/guides/verified-content)
+
+## 8. Use the metrics catalog
+
+By the end of this module the user can:
+
+- [ ] Open the metrics catalog and browse available metrics
+- [ ] Read a metric's definition, owner, and description
+- [ ] Find charts and dashboards that use a given metric
+- [ ] Explore a metric directly from the catalog
+
+Reference: [Metrics catalog](/guides/metrics-catalog)
+
+## Sign-off
+
+Once every box above is ticked, the trainee is ready to work independently as a Lightdash business user. Recommended next steps:
+
+<CardGroup cols={2}>
+  <Card title="The Lightdash way" icon="compass" href="/best-practice/lightdash-way" horizontal />
+  <Card title="Keyboard shortcuts" icon="keyboard" href="/guides/keyboard-shortcuts" horizontal />
+  <Card title="Custom fields" icon="wand-magic-sparkles" href="/guides/custom-fields" horizontal />
+  <Card title="Period over period" icon="calendar" href="/guides/period-over-period" horizontal />
+</CardGroup>