Analyzing

Dashboards are a visualization tool that displays the status of your marketing spend and contain a variety of dashboard tabs each with multiple reports, widget, and filter that segments data into related areas for efficiency and enhanced budget-related decision-making. It shows a set of insights in an area of focus and is a compilation of the entries that were made on the Investments tab. For more information see Dashboards.

Reports are charts or tables of data that display segmented sets of insights for a particular area. In Uptempo, reports are the output of the data that is entered on the Investments tab. For more information see Reports.

If your organization has a stand-alone analytics project per fiscal year, you can toggle between them using the Projects drop-down menu at the top left-hand corner of the page. The most recent project will appear at the top of the list.

Refreshing your data syncs your Insights projects to your most current marketing spend and ensures that the data reflected is up to date with any recent changes made on the Budget and Investments tabs. Insights automatically refresh within a 24-hours period, however immediate changes in reports or dashboards can only be seen if modifications are made to entries on the Investments tab through a manual refresh. You can also view specific details of a manual refresh, including a refreshing history, by clicking the Refresh Details hyperlink.

To manually refresh Insights data in Spend:

1. In side navigation, click Insights.

2. On the Insights tab, click the Refresh button in the top right corner.

Note: If you manually click the Refresh button, you will be able to choose whether to only update the Spend data, or Spend and connector data.