Insights

Dashboard builder includes a list of out-of-the-box insights you can use to create your dashboards. In addition, Insight designer allows you to design your own metrics beyond what's available out of the box. With these custom insights, you can analyze facts in context of various characteristics — or attributes — to best meet your specialized needs, dig deeper into analysis, and drive action. You can also design different chart types such as tables, bar and column charts, or tree maps and narrow the focus of specific facts by applying filters.

To build a new insight, move a fact or attribute to Facts and follow the recommended next steps, or design the insight as a table, column chart, bar chart line chart, pie chart, or headline. For more information, see Insight Properties.

Tip: Mess up as you design or edit an insight? No worries! Select Undo or Redo to remove or return recent changes. To completely start over, select Clear to remove all facts and attributes.

Note: Admins! To enable people at your organization to create their own insights, you must first choose which security groups should have permission to manage insights and dashboards.