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The Insights section contains dashboards and reports that are populated by entering your investments, PO’s and actuals and shows the current status of your marketing spend for all investments. You can leverage this powerful BI application directly within the
Insights section, to answer critical marketing budgeting and planning business questions.
Dashboards
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 in the Investments section.
Reports
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 in the Investments section.
Projects
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.
Refresh
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 Budgets and
Investments sections. Insights automatically refresh within a 24-hour period, however immediate changes in reports or dashboards can only be seen if modifications are made to entries in the
Investments section through a manual refresh. You can also view specific details of a manual refresh, including a refreshing history, by clicking Refresh Details.
Manually refresh Insights data
In the navigation menu, click
Insights.
In the
Insights section, click the Refresh button in the top right corner.