Open and Validate Dashboards (Insights Dashboards)

With the model calculated, you can now open the dashboards and confirm that they display your data correctly.

1. Open Dashboards.

2. Navigate to the Insights Dashboards:

   • Revenue And Profit

   • Customers Overview

   • Customer Trends

   • Customer Performance

3. On each dashboard:

   1. Set a Review Period.

   2. Set Data Filter (such as Customer Hierarchy, Product Hierarchy, or Customer/ Product pickers).
      To confirm that data appears and corresponds to filters as expected.

4. Check a few key visual elements (Summary Tables, Key Metrics, Time-series Charts, and Waterfall where applicable).
   To ensure values look reasonable given your known data and timeframes.

5. Use the Model Information portlet to verify which Insights Dashboards Configuration model is currently used.