Set a dashboard as your home page
Supporting documentation
Related video tutorials
Homepage at a glance
Set up a database
Learn how to configure a database for Customer segmentation in Insights. This tutorial walks through selecting your data, setting segmentation groups, and defining Frequency, Monetary, and Recency thresholds so you can start analyzing customer behavior.
Edit a financial statement
Add calculation and measure columns
Learn how to enhance your analysis in Flex Modes by adding custom columns. Whether you’re creating calculation columns to build formulas like percentages and comparisons, or adding measure columns to bring in additional data such as counts, this feature gives you the flexibility to explore your data more deeply and uncover meaningful insights.