Onboarding Blocks
Onboarding components for guiding users through the initial setup and onboarding process.
Onboarding Feed 1
Hello, Sofia
Let's set up your first data workspace
Verify your identity using your corporate email and set up two-factor authentication for enhanced security.
Configure data source
Choose from over 30 integration options to connect your existing data sources and start analyzing your data.
Use our intuitive drag-and-drop interface to create custom visualizations and interactive dashboards.
Onboarding Feed 2
Getting started
Follow the steps to set up your workspace. This allows you to create your first dashboard.
Complete workspace setup
Your workspace is ready! You can customize workspace settings and invite team members at any time.
- 2.
Set up data integration
Choose from our collection of 75+ pre-built connectors for popular databases and cloud services.
- 3.
Define key indicators
Build custom KPIs using our visual query builder or write your own SQL queries.
- 4.
Build analytics dashboard
Create interactive charts and dashboards with our drag-and-drop visualization tools.
Onboarding Feed 3
Welcome aboard
Complete these steps to set up your analytics workspace and create your first insights dashboard.
Configure workspace settings
Great job setting up your workspace! You can modify these settings at any time.
Set up data integration
Choose from our collection of 75+ pre-built connectors for popular databases and cloud services.
Define key indicators
Build custom KPIs using our visual query builder or write your own SQL queries.
Build analytics dashboard
Create interactive charts and dashboards with our drag-and-drop visualization tools.
Questions? Our support team is here to help at [email protected].
Onboarding Feed 4
Getting started
Follow the steps to set up your workspace
Account created
You successfully created your account. Edit your account details anytime.
Create connection
Connect to a data source. The platform supports more than 50 databases.
Create a metric
Create metrics using custom SQL or our intuitive query mask.
Create a report
Transform metrics into visualizations and arrange them visually.
Onboarding Feed 5
Workspace history
Track all changes made to your workspace
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Onboarding Feed 6
Setup Progress
Track your workspace configuration and setup progress
Configure workspace
Successfully configured initial workspace settings and preferences
Set up data integration
Connected and verified PostgreSQL production database
Configure billing
Added payment details for automatic monthly subscription
Security scan
Running comprehensive security audit and compliance checks
Team collaboration
Set up team access and permissions
Onboarding Feed 7
Workspace Setup
Complete these tasks to set up your workspace
Configure Analytics Dashboard
2 days agoSet up your analytics preferences and key metrics
Connect Data Sources
YesterdayLink your data warehouses and databases
Set Up Team Permissions
3 hours agoDefine access levels for team members
Create Custom Reports
In progressDesign reports for key business metrics
Configure Alert Rules
In progressSet up automated alerts for metric changes
Schedule Automated Reports
Set up recurring report generation
Integration Setup
Connect with external tools and services
Team Training Session
Schedule onboarding for team members
Onboarding Feed 8
Deploy Pipeline
Track the progress of your pipeline deployment steps
Connect database
Import data
Create pipeline
Connect database
Created on 2023-11-10 09:32, Runtime: 15min 32s
Import data
Created on 2023-11-10 10:03, Runtime: 21min 10s
Create pipeline
4/6 tasks completed, Running now...