Breadcrumbs

Create Insights Dashboards Configuration (Insights Dashboards)

Once data is ready, create the configuration that defines how the Insights Dashboards will use your Datamarts.

  1. Go to partition.

  2. Go to Company Processes > Insights Configuration.

  3. Click Create New Insights Configuration.

  4. In the Create New Insights Configuration menu:

    1. Enter a Name.

    2. Enter a Label (optional).

    3. In the Type select Insights Dashboards Configuration option.

    4. Enter Meta Description (optional).

    5. Click Create.

      CreateNewInsightsConfiguration.png

From here, follow the listed steps to map your transactions, product, and customer data.

Next Steps