In this guide, we'll cover both Interactive view and Source data, tools that help you better understand your metrics.
Interactive view enables dashboard admins to find answers to the most common questions about your metrics: how they look over different time periods, how they change over time, and how they vary across different properties.
Source data allows you to drill down into your data. This view provides a list of specific items that make up a metric, such as tickets, calls, conversations, and more. You can also export the data for further analysis as a .CSV file.
Who can access Interactive view?
Available to all users with Account owner, Admin, and Explorer permissions
Available to Limited-access members if enabled for their account
Which data sources support Interactive view?
Available for Aircall, Facebook, Facebook Ads, Google Ads, Google Analytics 4, Google Search Console, HubSpot, Instagram Business, Intercom, LinkedIn, Linkedin Ads, Matomo Cloud, Pipedrive, Shopify, Stripe, YouTube Analytics, Zendesk Agent Status, Zendesk Support.
Where is Source data supported?
For certain metrics on Aircall, HubSpot, Intercom, Pipedrive, Shopify, and Zendesk Support data sources, you can access the Source data view. Source data is not available for all data sources or metrics, or when using all visualizations. If it's missing from a widget you're using, contact us.
Where is Interactive view unavailable?
Unavailable on Share links
Unavailable within Table or Feed visualizations
Unavailable on legacy-style dashboards
How to access Interactive view
Hover over a supported dashboard widget and click the ⋮ ellipsis.
Click 🔍 Interactive view.
The insights you can gather from Interactive view depend on the metrics you track in your dashboards. For inspiration, see 5 examples of Interactive view in action.
How to access Source data
Hover over a supported dashboard widget and click the ⋮ ellipsis.
Click Source data.
Using Zendesk Support as an example, clicking on the ticket in this view will take you directly to Zendesk in a new tab for further action.
