Filter Insights by touchpoint and date range
The whole Insights dashboard reflects one touchpoint at a time over a set period. Here’s how to choose what you’re looking at.
ℹ️ Available with the Insights add-on. If you don’t see the Insights tab, your organization hasn’t enabled this feature — ask your administrator.
Switch touchpoints
Section titled “Switch touchpoints”Below the Insights header is a row of touchpoint chips, one for each touchpoint you can view. Tap a chip to switch the score, categories, and recommendations to that touchpoint. The dashboard selects your first touchpoint automatically when you open it.
If the row is empty and you see No touchpoints available, you don’t have access to any touchpoint’s analytics yet. Ask your administrator. See Why don’t I see Insights, Close the Loop, or alerts?.
The date range
Section titled “The date range”Insights currently shows the last 30 days. The banner labels this period current month, and the comparison labelled vs previous month is the 30 days before that.
ℹ️ The date range is fixed to the last 30 days for now. There’s no custom date picker in the app yet. Every Insights figure you see covers this rolling window.