Create Missions

Last modified: November 28, 2022

You can create Missions manually or use a template. We call the templates magic Missions because they do all the work for you in seconds!

  1. To create a Mission, go to the Missions page.
    Missions tab
  2. Select Use template or Create Mission on 1 of the template options: KPI Overview, Segment Breakdown, or Build from scratch.
    Use template or create from scratch
    1. Use the KPI Overview template option—confirm your dataset and select Create Mission. Auto Insights names your new Mission with the date and time stamp. You can change it on the Summary page.
      KPI overview
    2. Use the Segment Breakdown template option—confirm your dataset, select a measure, and Create Mission. Auto Insights names your new Mission with the date and time stamp. You can change it on the Summary page.
      Segment breakdown
    3. Build from scratch—select measures, counts, or averages to build your Mission. Then select Create Mission.
      Create from scratch Mission page

Query Bar

Each page has a query bar that provides the focus of analysis for that specific page. Use this query bar to get Auto Insights to search for insights on a specific area.

query bar

Some questions to ask while interacting with the query bar:

  • Do I want Auto Insights to tell me where to focus?

    • I'm not sure which segment I should break down by. Things always change each month.

If this is what you need each month, let Auto Insights do the work and identify the largest contributing factors that cause the change.

You should leave the filters and breakdowns blank in this scenario. This way, Auto Insights will calculate the largest contributing factors and display them in descending order.

filters and breakdowns

OR

  • I know that I need to focus on a specific area...

    • I need to only look at my team's performance. I'm not interested in other teams.

    • I need to only focus on my product. I'm not interested in other products.

In this scenario, you should add filters to your query—for example, Team 6.

Filtered query

OR

  • I know that I want to compare across a segment (dimension)

    • I need to understand movement across all teams.

    • I need to know how my product is performing against other products.

In this scenario, you should add breakdowns to your query—for example, Teams.

Breakdowns

Related Articles

See the Missions and Edit Missions pages to learn more.

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