Skip to main content

Navigating the Dashboard

Overview

The Skypoint AI Studio homepage is a dashboard showcasing various widgets that enables active monitoring and tracking of customer data. You can monitor your business and see the most important metrics at a glance. Once logged in, you can view a live Dashboard that consists of the following widgets:

  • Scheduler
  • Profile
  • Audience
  • Business Metrics
  • Open DSRs
  • Enrichment
  • Dataflow contribution index.

Alt text

Prerequisite

Log in to the Skypoint AI Studio using your credentials. If you need help and support, click Need help? button in the right corner of the page. For more information regarding raising a new ticket, refer Help+Support section.

Select the master data

In the Skypoint AI Studio dashboard, users can select the master data. It provides a centralized view of an organization's master data, allowing users to access, analyze, and manage the information quickly and easily in their organization. The dashboard provides a range of information related to different profiles, data contribution index, audiences, and metrics that are associated with the master data.

  • To view the data, select the master data from the dropdown menu.

    After selecting the master data, the dashboard displays the Profiles, Metrics, Timelines, Dataflow contribution index, and more in widgets.

Scheduler widget

The Scheduler widget displays the existing configured schedules.

In case, there are no configured schedules, the widget allows you to set a time to refresh all data flows and auto run platform processes for this instance.

To create Scheduler

  • Go to the Dashboard > Scheduler widget, click the Create Scheduler button.

Alt text

The Schedule page appears.

Alt text

Profile widget

The Profile widget displays the profile count, according to the timeline of the current year.

Alt text

Creating Audience

You can create audience directly from the Profiles widget. Follow below steps:

  1. Select Email approachable or Phone approachable on Filter by drop-down list.

Alt text

  1. Click Create audience to create a new audience using only the selected filters.

To view existing Profiles

  • Click View Profile on the Dashboard > Profile widget.

The Profiles page appears.

Alt text

Audience widget

View your top five audiences along with their contribution on the Audience widget. These top five audiences are the recently refreshed ones.

Alt text

To view Audiences

  • Click View all audiences on the Dashboard > Audience widget.

The Audiences page appears.

Alt text

Business Metrics widget

The Business Metrics widget on the Dashboard displays an array of data consisting of customer data and their contribution towards the business.

Alt text

To view all Metrics

  • Click View all metrics on the Dashboard > View all metrics widget.

The Metrics page appears.

Alt text

Data Subject Requests (DSR) widget

The Open DSR widget displays the Data Subject Requests with the risks involved along with the categories of DSR. The widget also displays the total number of open DSRs at the bottom.

Alt text

To view DSRs

  • Click View all DSR’s on the Dashboard > Open DSR widget.

The Data subject requests page appears.

Alt text

Enrichment widget

The Enrichment widget on the Dashboard allows you to know the number of customer profiles enriched along with the type of enrichment used.

Alt text

To view all enrichments

  • In the Enrichment widget, click View all enrichment.

The Enrichment page appears.

Alt text

ItemsDescription
DiscoverAllows you to access the Enrichment Connectors.
My enrichmentsAllows you to check the enrichments made for the customers.

Dataflow contribution index widget

The Dataflow contribution index allows you to view the Matched records details under the parent entities.

Alt text

The graph represents the total number of unique records from each connector.