Charts and dashboards in Insights

Charts and dashboards in Insights

Insights is the charting tool installed with Mocca, at /insights. It reads the same data as the Desk, so every Mocca record (orders, attendance, contacts, touches, ad performance, social metrics) is available to chart. No charts are set up for you yet; this page shows how to build your own.

To build a chart

1. Open /insights and click New Workbook (or open an existing one).
2. Add a query and pick the site’s database as the data source.
3. Choose a table. Mocca’s records appear under their names, for example Order, Attendance, Ad Performance Daily.
4. Pick the columns, add filters (for example Ordered At in the last 90 days) and a summary (for example sum of Total, grouped by Source and by month of Ordered At).
5. Add a chart on that query: pick the type (bar, line, number, table) and which columns go on each axis.
6. Save.

To combine records, join tables in the query: Order to Contact on the contact, or Attendance to Event Occurrence on the event date.

To build a dashboard

1. In the workbook, add a dashboard.
2. Drag your saved charts onto it and arrange them.
3. Add filters that apply to the whole dashboard, such as a date range.
4. Share the workbook with the people who need it.

Ideas

• Monthly revenue by source, with refunds as a second series (Order).
• Bookings and check-ins per event date (Attendance).
• Opted-in contacts over time, by Opt-in Source (Contact).
• Spend per campaign next to first-touch buyers per campaign (Ad Performance Daily and Contact, matched on the UTM campaign).
• Followers and reach per day for each social account (Social Metrics Daily).

Insights shows only what your role can read.