Dashboards

Introduction to how to mange reporting & business intelligence with Daasity Dashboards, Explores, and Scheduled Reports.

Overview

Our mission is to provide useful, actionable insights that are otherwise lost in the noise. All of the data modeling and metrics are ultimately in service of delivering top-tier reporting, with metrics and attributes tuned to the specific frequencies of your business.

In the Daasity app, you will interact with Daasity reporting in a handful of places:

• Home page:

  • A high-level KPI snapshot ofyour business, the Home page dashboard surfaces top-line metrics segmented by channel (e-commerce, retail, marketing) so you can see total company performance at a glance. It’s great for daily check-ins on sales, orders, and marketing spend versus prior periods.

  • Additional tabs for Ecommerce, Marketing and Retail analytics, each with the key metrics for each respective department, each with a specialized click-through dashboard for day-to-day operational KPI monitoring and quick analysis.

• Collections (of Dashboards, Explores and Visualizations):

  • Your hub for organizing, accessing, and sharing dashboards and reports. Think of Collections like folders or dashboards lists – you can have a Collection for different teams or topics. Under Collections, you’ll find any dashboards you’ve saved or shared.

  • Note: See Sharing & Collaboration for more details on how to ensure certain collections are private to you, or shared with the rest of your team.

  • [Insert screenshot: “Collections” page with list of dashboards

• Dashboards & Templates:

  • Daasity provides a Templates library (sometimes called Report Library) of pre-configured dashboards built on either a unified data model, or data source-specific explore. Templates ensure you’re starting analyses with proven best-practice reports. Browsing Templates allows you to quickly save and customize a dashboard to your own Collections. For example, you might grab the “Flash Dashboard” template, which is a daily flash sales report, and save it to your Collection for tracking daily performance. You can access Templates via the "Template Library" on the left-menu, or by clicking "New Dashboard -> From Template" using the top-right menu button.

  • When viewing any dashboard in the app, you can interact with it by adjusting filters, clicking on data points to drill down (if enabled), and toggling between visualization types. The interface also provides options to share, schedule, or export the dashboard (more on those below). If you have edit permissions, you will see options to edit the dashboard layout or fields.

  • Users can quickly create custom reports from scratch, or from a template if you want an easier starting point. If building from scratch, you will create visualizations in the Explore interface and add them individually to the dashboard, then add the required filters etc. manually as well.

• Explores & Quick Starts:

  • The Explore section is where you go analyze data directly without any dashboard acting as the middleman. You can ask a quick ad-hoc question, or use an explore to build a new custom dashboard from scratch.

  • Each Explore represents a prepared data model, built off Daasity's Unified Schemas, Source-Specific Schemas, and Data Configuration (BSD) Schemas, and is optimized for a particular analysis (e.g. an orders explore, a marketing performance explore). In the Explore interface, you can pick dimensions and measures, add filters, and visualize the results to answer specific questions. This is ideal for ad-hoc analysis and drilling deeper into the data beyond the canned dashboards. You don’t need SQL knowledge – the Explore UI lets you drag and drop fields to create charts. (For tips, see our articles on how to Access an Explore and Building Visualizations in Daasity.).

  • Our core Looker Explores come equipped with "Quick Starts", a few pre-configured combinations of Dimensions + Metrics that make it easy to quickly get started analyzing data without the hassle of figuring out where every last metric is- in most cases, we highly recommend that business users use the Explore Quick Starts rather than starting from a blank Explore (consider a blank explore the equivalent of a Daasity double-black diamond).

Dashboards

When viewing any dashboard in the app, you can interact with it by adjusting filters, clicking on data points to drill down (if enabled), and toggling between visualization types. The interface also provides options to share, schedule, or export the dashboard (more on those below). If you have edit permissions, you will see options to edit the dashboard layout or fields. Standard (Growth) users typically have a curated experience where the main way to edit/create content is via the Explore and save to dashboards workflow, whereas Enterprise users (with Looker access) have additional developer capabilities (like editing LookML). In the Daasity app, however, Growth and Enterprise users alike can view and interact with dashboards in the same intuitive way – the difference comes when deciding to create advanced customizations or access the backend.

Embedded vs. Looker (Enterprise) Experience

Daasity Embedded App (Growth Users): Most users will interact with Daasity purely through the Daasity web application, which is an embedded Looker experience. This means you get the power of Looker’s analytics through a simplified Daasity interface. In the embedded mode, certain technical features are hidden to streamline the experience – you won’t directly see Looker’s development mode, but you can still build new looks via Explore and use all the standard filters and visualization tools. The embedded experience is tightly integrated: you can navigate between dashboards, explores, and data management all in one place (the Daasity left-side menu). Sharing and scheduling functions are built into the Daasity UI. This is ideal for business users and teams that want turnkey analytics without worrying about the underlying BI tool configuration.

Direct Looker Access (Enterprise Users): Enterprise license customers have the option to log in to Looker directly, in addition to using the Daasity app. With direct Looker access, power users or data analysts can leverage full Looker capabilities. For example, you can find all Daasity-provided dashboards under a “Daasity LookML Dashboards” folder . You can create new dashboards or Looks in Looker, use the Looker development environment to write or modify LookML (if you have access to the code repository), and take advantage of advanced features like content versioning or the Looker marketplace. The dashboards and explores are the same data – you’re just accessing them via the native Looker interface. Changes made in Looker (such as editing a dashboard or creating a Look) will reflect in the Daasity app as well, since it’s the same underlying platform. Enterprise users therefore get more flexibility to customize or extend analytics, whereas Growth users get a curated, simpler interface. Both can coexist: you might use the Daasity app for day-to-day viewing and basic report building, and use Looker for heavy customization or integration with other BI tools.

Regardless of which interface you use, the core reporting functionality is consistent. You can trust that a “Gross Sales” metric or “Repeat Purchase Rate” is calculated uniformly in both environments. Embedded dashboards offer quick deployment and ease of use, while direct Looker access offers deeper customization for those who need it. In summary, Daasity’s reporting and dashboard capabilities are designed to serve both non-technical users looking for out-of-the-box insights and advanced users looking to tailor the analytics — all on top of a single source of truth for your DTC data.