Key terms to know when getting started with the Insights add-on.
This article covers:
Reports
Reports are elements you need to build 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
- Reports are created from Explores
Dashboards
A dashboard can contain multiple reports.
It's a collection of multiple data sources.
- A collection of reports in one canvas
- Contains one or more reports
- Can be downloaded, scheduled, or sent as a PDF or CSV
- Can be made private or global
- Access is set per role and per user under Settings → Analytics → Upsales Insights
- Dashboards are created from reports
Tiles
A Tile is an alternative way to create a report.
Tiles are always connected to a Dashboard, unlike a report, which is saved on its own and listed under 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 reports 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
An Explore is a category of your Upsales data that reports are built from, for example Sales & Pipeline or Activities & Appointments. Each Explore holds its own dimensions and measures.
When you click Create in Insights, the Getting started! window lists the Explores you can use. Create is shown to administrators and to users an administrator has added under Settings → Analytics → Upsales Insights → Users with explore access.
Dimensions
- Qualitative fields
- Dimensions break down measures
- They are often text or date fields
Typical examples of Dimensions 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