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Upgrades

With the new release (Clover Club), along the data sources aiming at an analytical perspective like Datamarts or Rollups, Dashboards have been added as sources of data for Watchers. This means that now, you can watch specific information from Customer Insights or Sales Insights directly from the respective dashboards.

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Contextual Buttons

Actionable Insights is already integrating seamlessly with Dashboards, Charts, Customer Insights and Sales Insights. You have already seen the benefits of Sales Insights and Customer Insights, so now we will look at how you can quickly benefit from Actionable Insights in Dashboards and Charts.

How

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To

Let’s take SI Waterfall as our example dashboard. Now, when the dashboard loads there is a button in the right corner that will allow you to create contextual actions right from the dashboard. When you do this, the dashboard is essentially added into the action as a contextual object for that particular action.

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This will be already pre-filled with all inputs from the data table and you can have the results already available in the table. (see last screen) You can now continue to set up the Detection Rules to create detection rules based on the data you have available. At this point follow the same flow as in Actions.

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Dashboards is not the only place in the application where you get these contextual buttons and although we are still in process of completing them, the buttons will be available throughout most of the solution, in other chart types, in more dashboards and also in other parts of the application.