Overview
In the Insights application, you can analyze your Subscription KPIs. This can be done by using the standard dashboard with the most common metrics ready to review or by making a detailed analysis of KPIs with the opportunity to group and break the data into several levels.
Refreshing your data
The Insights application uses an internal data layer that extracts data from your Younium tenant into a reporting-friendly data structure. This means the data in Insights is not live data but is easily refreshed using a click of a button.
Click the refresh symbol to refresh your data:
Selecting period
You can select time period in three different ways in the top panel that is always visible when working in Insights:
"Periods" menu selector
With the "Periods" menu selector you can pick from a set of preset date ranges that are relative to the current period.
The start and end month picklists and slider
With the start and end month picklists you can individually set the start and end period. You can either use the picklist or use the slider.
Insights menu
In the left menu you access predefined overview Dashboards and links to Dashboards for detailed analysis.
The predefined Dashboards in the top under "Dashboard" has the purpose of providing overview but do not have capabilities of drill-down, however you can filter using the settings panel on the right.
The Dashboards for detailed analysis under "Metrics" is designed to provide full flexibility to drill down and create custom tables and graphs.
Settings panel
The settings panel on the right hand side includes filters and settings. Filters give you a list of fields (what fields you see depends on the dashboard you have open) to filter on. You can enable multiple filters and yo have multi-select in the individual fields.