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
Build rich revenue reporting in less than two minutes
Seamlessly track trial qualification and conversation rates
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
Choosing the optimal visualization style
Targeting the correct object type
Grouping values appropriately
Defining value calculations
Filtering the dataset
Learn more about dashboards