Finding Information in Customer Insights

An overview of Customer Insights navigation.

The Customer Insights home page is where you land after logging in. It is also a way to get the Shared Space.

The quickest and easiest way to navigate through Customer Insights.

If there are Dashboards or Looks that you find especially useful, you can mark them as favorites for easy location later.

Recently Viewed maintains lists of the Dashboards and Looks that you have most recently visited.

The Popular perspective ranks the most-popular Dashboards and Looks based on the number of times those locations have been visited

The Shared Space is the default location for Dashboards and Looks intended to be shared with an organization (or with one or more departments in an organization).

Your Personal Space is your own individual space within Customer Insights: this is the Space where Dashboards or Looks that you create will be stored.

The Users space shows you your personal space plus the personal spaces of any users who have given you access to their spaces.

A quick way to navigate within a space is to use the Spaces menu for that particular space.

You can access global search by clicking the Search link located in the upper right corner of the screen. Use filters to narrow your results.

How do you switch from list view to tile view?