Manage calculated insights to drive data-informed decisions with precision. Configure
history tracking to monitor long-term metric trends and maintain data integrity. You can
schedule automated processing, manually trigger updates, and validate results to ensure your
team accesses accurate analytics. Efficiently organize your insight using the list view to edit
or delete records as your business needs evolve.
Required Editions
| User Permission Needed |
| Manage calculated insights |
Data Cloud Architect permission set |
- Track Metrics with Calculated History Insights
Track how your metrics evolve over time to make data-driven decisions.
- Insights List View
After creating a calculated insight in Data 360, see the details and edit your record from the Calculated Insights list view. The status, last run time, last run status, and schedule fields are updated in near-real time.
- Edit an Insight
If you created an insight using SQL or Insight Builder, you can change its attributes or logic and reuse it.
- Process an Insight Manually
Instead of waiting for a calculated insight to be processed in a scheduled batch, run it manually.
- Schedule a Calculated Insight in Data 360
Schedule runs of a calculated insight to keep it up to date with data and process new changes in Data 360.
- Validate an Insight in Data 360
After creation, validate your calculated or streaming insight in Data Explorer to ensure that your data and formulas are accurate. You must validate an insight before you use it in a segment.