Interface Orientation

When you first log into Indicative, you’ll see the My Hub Page.

My Hub

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What’s New

In What's New, Indicative users will be able to keep up with new feature announcements.

Recent Views

In Recent Views, Indicative users will be able to access their most recent Dashboards and Bookmarks.

Data Sources 

In Data Sources, Indicative users can see all active data sources and their status. Data Sources are listed with their name, source, and their status. A green icon indicates that Indicative is receiving data while red indicates that Indicative is not receiving data.

Clicking on Add Data Sources brings you to the Connect your Data page.

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For an in depth guide on Data and Data Warehouse integration, please click on the following link

Quick Actions

In Quick Actions, Indicative users are able to shortcut to the most common actions performed on the Indicative platform

Contact Support

In Contact Support, Indicative users may start a live chat with a customer support representative or schedule a call with a Customer Success Manager when they need assistance within the Indicative platform.

The Navigation Bar

Screen_Shot_2021-02-22_at_12.06.54_PM.png The Navigation Bar allows users to navigate through the many functions of the Indicative platform.

Analyze

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Within Analyze, Indicative users can perform query based analysis of their data. 

For a more in depth guide please click on the individual links below:

Segmentation 

Users

Funnel

Cohort

Journeys

Use Case

When Indicative users have a specific case analysis in mind, such as the frequency of which events are performed or a funnel analysis’s conversion over time, they have a multitude of options within Start By Use Case

 

Views

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Indicative users can view their project folders which include their project bookmarks and project dashboards.

More information regarding Views can be seen here

Settings

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When indicative users want to review their event properties, user properties, or edit their project settings, they can do so by navigating to Settings

An in depth article on Event and Properties can be found here.

An in depth article on User Properties can be found here

An in depth article on User Segments can be found here


Indicative users can manage their data sources and track their data integration in real time in data sources and debug console.

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Indicative Users can schedule their dashboard results to be sent to other Indicative users, executives, or external partners and stakeholders using Reports.

Annotations make it easy for Indicative users to mark milestones, describe key events in your data model, capture insights and learnings, and collaborate with your teammates.

Organization owners and project admins can edit and add teammates either in Teammates or have access to a greater amount of project settings within Project Settings.

Support

Indicative users that need assistance can find a wide variety of helpful tools in the Support dropdown.

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The Customer support team is always one chat or email away.

Account Dropdown

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The account dropdown allows Indicative users to view and edit their account information

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Within the account dropdown owners and admins may configure their  Organization Settings, as well as view all projects associated with their organization.

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Users may also submit feedback to the Indicative product team, as well as have the opportunity to refer companies and receive a 1000 dollar referral bonus.

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Creating a Query

Within the query builder, you’re able to construct a complex data search using a variety of field types.

You can add events by clicking on the “Select an Event” in grey.

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You can add event properties, user properties, and user segments as filters or breakouts below each event.

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Visualization Area

The chart is where analyses are visualized. Segmentation, Funnel, Cohort, and User Insights tools each contain unique chart types.  

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