Available in-app Tools

At launch, the Analytics Portal supports various tools to help you navigate and extract valuable insights from your data. The following sections describe these tools.

Dashboard filters

To find and analyze the metrics and insights of interest, the dashboards offer extensive filter options that allow you to drill down into the data. The following video provides a clear explanation of how to use filters within the Analytics Portal dashboards. Explore these resources to improve your workflow and make the most of your Analytics Portal!

Bookmarking filtersets

To make it easier for you to save and revisit your most valued dashboards with specific filter sets, we’ve added a Bookmarks feature. This allows you to revisit your favorite dashboard filters without manually resetting multiple filters each time. Bookmarks are saved at an organizational level, so all users can access them. Want to use this feature? The following video clearly explains how to utilize bookmarks within the Analytics Portal.

Exporting data

To extract data from dashboards or widgets, you can export it into CSV and Excel file formats. For a brief guide on how to use this feature, please watch the instructional video provided below.

Access Useful Links

In the bottom left of your screen, you'll find direct links to useful pages. Below, we explain what each link offers.

Idea portal

To provide feedback on new dashboards, insights, features, or other improvements, click on 'Idea Portal' in the bottom left corner to access the CM.com Engage Feedback Portal. Alternatively, visit this link directly. We'd love to hear from you!

What's new

To stay up-to-date with the latest additions to the Analytics Portal app and its dashboards, click on 'What's New' in the bottom left corner for a direct link to the release notes page. You can also visit the release notes directly at this link.