Accessing the Home Screen

The Home Screen is the default area you land on when you log in to the Dealtale platform. In this screen, you can view a list of your recent dashboards, recent charts, and recent reports, as well as create new dashboards, new charts, and new reports.

While in your account work space, you can access the Home Screen by clicking Home on the left pane.

Using the CREATE Buttons on the Home Screen

You can create new dashboards, new charts, and new reports from this screen. Each section has its own Create button; its use is described subsequently.

CREATE Dashboards

Clicking the Create button in the Recent Dashboards section launches the New Dashboard dialog box where you enter the new dashboard Name.

Follow these steps to create a new dashboard.

CREATE Charts

Clicking the Create button in the Recent Charts section displays three options: KPI, Segmentation, and Funnel.

Clicking KPI directs you to the KPI Analysis page, where you can start creating a new KPI chart.

Clicking Segmentation directs you to the Segmentation page, where you can start creating a new Segmentation chart.

Clicking Funnel directs you to the Funnel Analysis page, where you can can start creating a new Funnel chart.

CREATE Reports

Clicking the Create button in the Recent Reports section displays three options: Attribution, ICP, and Journey.

Clicking Attribution directs you to the Multi-Touch Attribution page, where you can start creating a new Attribution report.

Clicking ICP directs you to the Ideal Customer Profile page, where you can start creating a new Ideal Customer Profile report.

Clicking Journey directs you to the Journey Analysis page, where you can start creating a new Customer Journey report.

To sign up for a free trial, click here.