Pinpoint's Insights Hub feature allows users to create fully-customized reporting dashboards that showcase the most important data tailored to their needs. This article provides an overview of how to access the Insights Hub, create custom dashboards and widgets, and share dashboards with team members.
The Insights Hub offers the ability to create private dashboards or share them with other Insights Hub users. You can add, resize, and reposition an unlimited number of widgets on a dashboard, and the data within these widgets can be filtered and grouped to enhance usability.
The Insights Hub feature is available on select plans or as an add-on to any other plan. Please speak with your Customer Success Specialist for more details.
How do I Access the Insights Hub?
To create dashboards or view shared dashboards in Insights Hub, you will need to have the "create and view insights" permission.
How do I Create Custom Dashboards and Widgets?
Insights Hub
Once the Insights Manager role is assigned to you, you will see the Insights Hub page in Pinpoint's left-hand menu. Click on Insights Hub to open the page.
Create New
When you land on the Insights Hub page, you'll see a list of the Insights pages that you have created (there will also be an example one available to help you see what's possible).
You can create new insights by pressing the Create button, or by duplicating the example dashboard. When you press the create button, fill in the required details and select whether the dashboard should be visible only to you (Private) or visible to everyone else who has access to the Insights Hub (Shared). You can adjust this option any time later.
Add Widget
Press the Add Widget button to start adding widgets to the dashboard.
Widget Details
There are many widget types and data sets to choose from, so let's build out a popular request to understand how the system works. For example, let's create a chart detailing the source of our hired candidates to evaluate the performance of different channels.
To do this, we'll create a widget where:
The data source is our candidate data.
The property is a count of candidates we have in the system.
We'll group the data by the channel the candidates came from.
We'll filter the data to include only candidates in the 'Hired' hiring workflow stage.
View Widget
Setting those options will produce a widget that looks like this:
How do I Adjust Widget Layout?
You can adjust the size or the placement of widgets by pressing the Edit Layout button.
Don't forget to press Save Layout when you've finished editing.
How do I Share Dashboards with Other Team Members?
You can share a dashboard with other team members who have the Insights Manager role assigned by clicking the More Options button (the three small dots) on any dashboard and selecting the Make Shared option.
Note: Shared Dashboards will display different data based on a user's assigned visibilities across the company's location and department structure. This allows you to create a single dashboard that can be used by different department managers to display their own department data in the widgets.
You can also change any shared dashboard you have created back to private by returning to the same menu on the shared dashboard and selecting the Make Private option.
FAQs and Troubleshooting
How do I delete an Insights Hub dashboard?
Dashboards can be deleted by selecting the More Options menu (the three small dots) on any dashboard and clicking the delete button. You will only be able to delete dashboards that aren't currently shared, so if you don't see the delete button, you'll need to make the dashboard private first to reveal the Delete button.