Viz Overview
Viz at a glance
- Viz is a business-friendly workspace for turning data into visual insights.
- It combines multiple widgets (charts, tables, KPIs, etc.) into a single view so teams can monitor performance, spot trends, and make decisions faster.
- Vizzes are designed to be easy to consume and shareable across devices.
What is a Viz?
A Viz (Visualization) presents meaningful information using visual formats—so you can understand what’s happening without digging through raw data.
- Purpose: provide a clear, quick view of metrics and patterns
- Audience: business users, analysts, and stakeholders
- Outcome: faster interpretation, aligned decisions, and consistent reporting
Why teams use Viz
- Executive summaries: highlight the most important KPIs at a glance
- Operational monitoring: track daily/weekly performance and exceptions
- Trend analysis: quickly identify growth/declines and seasonality
- Comparisons: compare categories, regions, products, or time periods
- Self-serve reporting: reduce dependency on manual exports and ad-hoc reports
What are widgets?
Widgets are the building blocks of a Viz. Each widget visualizes a specific slice of information in an easy-to-understand format.
- Examples of widgets you might use
- KPI / Scorecards: single-number metrics (e.g., Revenue, Conversion Rate)
- Charts: bar/column, line/area, pie/donut, etc.
- Tables: detailed records with sorting, filtering, and formatting
- Pivot tables: summarized views with groupings and totals
- Maps: geographic views to analyze performance by location
Common business use cases
- Sales performance: pipeline, revenue, win rate, top customers
- Finance: budget vs actuals, expense monitoring, profitability
- Operations: SLA tracking, throughput, backlog, exception reporting
- Marketing: campaign performance, lead quality, channel ROI
- Customer success: retention, product usage, support trends
How to access Viz
- Open the main menu.
- Go to Dashboard.
- Select Viz.