📈Dashboards 101 & 201

How to get value out of dashboards in less than 10 minutes

Overview

The following videos dive into different aspects of our Dashboards feature, walking you through how to set up valuable reports in less than 10 minutes and how to build any report you would like based on your customer data. We have created two Workshops; Dashboards 101, which focuses on our out-of-the-box reporting capabilities, and Dashboards 201, which covers our rich custom reporting feature set.

About Dashboards 101

This use-case video walks through our out-of-the-box reports you can quickly add to a dashboard to uncover rich data about your revenue performance, NPS sentiment, and trial conversions.

Watch the video below to see the entire build-out:

What's Covered

  1. Build rich revenue reporting in less than two minutes

  2. Seamlesslessly track trial qualification and conversation rates

  3. Gather robust insight from NPS responses


About Dashboards 201

This use-case video walks through a model for building custom reports to craft the perfect dashboards to give insight and drive action.

Watch the video below to see the entire build-out:

What's Covered

  1. Choosing the optimal visualisation style

  2. Targeting the correct object type

  3. Grouping values appropriately

  4. Defining value calculations

  5. Filtering the dataset

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