Key terms to know when getting started with Upsales
This article covers:
Looks
Looks are elements you need for building a dashboard:
- Can be sent, scheduled or downloaded as
Excel, PNG, HTML, JSON, TXT, CSV - Can be designed as
- Table Chart
- Bar Chart
- Line Chart
- Donut & Pie Chart
- Single Value
- Scatter plot
- Area Chart
- Map (Geographic & Heat Map)
- Can't be controlled by viewing permission settings
- Looks are created from Explores
Dashboards
A dashboard can contain multiple Looks.
It's a collection of multiple data sources.
- A collection of Looks in one canvas
- Contains one or more Looks
- Can be downloaded, scheduled, or sent as a PDF or CSV
- Can be made private or global
- Subject to permission settings per role
- Dashboards are created from Looks
Tiles
A Tile is an alternative way to create a Look.
Tiles are always connected to a Dashboard. Unlike a Look, which may be a separate entity and saved in the "Reports" tab.
To access Tiles, hit the Edit button in the top right corner of your Dashboard upon which you will be presented with these options.
- Tiles are Looks that are always adjoined to one dashboard
- Tiles can be duplicated
- Tiles can be sent, scheduled, downloaded, and filtered
- Tiles cannot be moved to another dashboard
Explores
- Qualitative fields
- Dimensions break down measures
- They are often text or date fields
Dimensions
These are:
- Users
- Dates
- Addresses
- Products
- Roles/Teams
- Order Stage
Measures
- Quantitative fields
- Aggregates, sums, averages, numerical values
- They are always numbers or percentages
Typical examples of Measures are:
- Number of orders
- Order value
- Average pipeline value
- Conversion rate (%)
- Currency rate
Good to know
- All fields derive from your Upsales account
- The input values in Upsales are directly reflected in Insights
- Custom fields are also available through an import by a B.I. Consultant
- Insights have an instantaneous connection with the Upsales Database for zero lag time