Analytics (Beta Feature)

The Spark Analytics platform leverages your project data to meticulously track marketing campaign progress, monitor project sales, manage deposits, and more, providing comprehensive insights into your project.

 

Note: This feature is currently in beta. If you are interested in learning more about or participating in the beta testing, please contact your Customer Success Manager or support@spark.re.

 

Overview

 

Dashboards are a collection of individual reports. If there are multiple dashboards in your project, you can filter them by title, category, the person who created them, or certain dates. You can also save dashboards to your Favorites list by clicking the star icon to the left of their name. Toggle between viewing all dashboards and only your favorite ones by clicking the tabs at the top of the page.

 

Creating a New Dashboard

 

Begin by clicking + New Dashboard and entering your chosen title. If desired, give your dashboard a short description, and then select a report category from the dropdown list.

 

In the sharing section, select which team members to share the dashboard with. They will be able to view and edit the dashboard, but only the creator can delete it. The beta version utilizes a simplified sharing feature, so you will only be able to share dashboards with users for whom Analytics has been enabled, and they will not be automatically notified that you have shared the dashboard with them. Later versions will expand sharing options to additional user permission types and add a notification function.

 

Finally, click Create to create the dashboard.

 

Note: a newly created dashboard has no reports. Click + Add Report to add your first report to the dashboard You can add as many reports to your dashboard as are needed. 

 

Adding a Report

 

After you click + Add Report, you will be taken to the Report Creator. The Report Creator has three main sections: the data selection panel (left), the configuration and filter panel (middle) and the preview panel (right).

 

Report Configuration

 

Start by naming your report in the field at the top of the page and choosing the Report Type in the center panel (table, pivot table, vertical bar chart, horizontal bar chart, line graph, area graph, pie chart, KPI chart).

 

Choosing Data

 

Begin by selecting your primary data source on the left, then select the information to include by dragging it into the middle panel. As you drag fields over, you will see a live preview of your report in the right panel.

 

For your convenience, fields are grouped into categories, which can be expanded or closed by clicking the down arrow icon to the right of the category name. You can also combine multiple data sources in your report via the Available Sources dropdown.

 

Once you’ve selected the fields that should be included in your report, make any desired updates to each field by clicking the pencil icon to its right. You can customize the display name of any field, and, depending on the field type, there are additional aggregation settings available as well.

 

  Field Type Description
Text

 

Text

Alphanumeric characters, symbols, and spaces used to store textual information, such as descriptions, names, and addresses.

True_False

 

True/False

Also known as Boolean, represents logical values of true or false. Used for binary states and logical operations.

Number

 

Number

Represents numerical values, including integers and floating-point numbers. Used for quantities, measurements, and mathematical values.

Date

 

Date

Represents a specific point in time, including day, month, and year information. Used for storing dates and timestamps.

Currency

 

Currency

Represents monetary values, including currency unit and numeric value. Used for financial information like amounts, prices, and transactions.

Percentage

 

Percentage

Represents a proportion or rate expressed as a fraction of 100. Used for statistical analysis, financial calculations, and reporting relative values.

 

To delete a field from your report, click the trashcan icon to its right.

 

Aggregating Data

 

Data aggregation is the process of combining data from multiple sources into a single, comprehensive dataset. Types of data aggregation available for certain fields in Spark include:

 

  • Count
  • Sum
  • Average
  • Maximum
  • Minimum

 

You will find the available data aggregation types for any particular field by clicking the pencil icon to its right to view the field settings.

 

Adding Filters

 

To add filters to your report, begin by clicking the Filters tab in the center panel.

 

By default, the fields that are included in your report will appear in the Suggested Filters section. Click the Filter button for any of these fields, or drag another available field where indicated in the center panel to use it as a filter. Set your filter parameters and click Apply.

 

If you have multiple filters, use the radio buttons to determine whether your report should only return results that match all or any of the filters. 

 

To edit a filter, click the pencil icon to its right; to delete it, click the trash can icon.

 

Report Settings

 

The Report Settings section allows you to modify the following display settings:

 

  • Show/hide description
  • Date Format
  • Currency Format
  • Percentage Format
  • Number Format
  • Area Format

 

Finally, click Save to save your report. You can return to the Report Creator at any time by clicking the report’s micromenu and selecting Edit.

 

Dashboard Menu & Configuration

 

Drag and drop reports to reorder them on your dashboard. Existing reports will shift to make room as you drag each report into position.

You can also resize each report by hovering over it. This will make a double arrow appear in the bottom right corner; click and drag the double arrow to make your report larger or smaller.

 

View the dashboard menu by clicking the icon toward the top right. You will see the following options:

  • Edit: modify the dashboard title, description, category, date and time settings, and more.
  • Share: add or remove users to control who can see the dashboard
  • Clone: create a duplicate copy of the dashboard - note that share settings to not carry over to the new version.
  • Remove: permanently delete the dashboard



Watch the Video Tutorial!