---
schema_version: "1"
id: cbc1f08be7bdee4b503389e8aa5a16fb79f0968fcdda8b3edef0fb469b326df3
title: Managing Insights
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/data/264-0-0/c360_a_managing_insights.md
canonical_url: https://help.salesforce.com/s/articleView?id=data.c360_a_managing_insights.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 24675fb75aa60f0dea87cc5b7f64a9ae62af1678c8a3900269e2711bc1ed8e58
description: 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.
products:
  - Data 360
release: "264"
---
# Managing Insights

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

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          <td data-label="User Permission Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d213911e36 ">Manage calculated insights</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d213911e36 ">Data Cloud Architect permission set</td>

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- **[Track Metrics with Calculated History Insights](https://help.salesforce.com/s/articleView?id=data.c360_a_insight__history_tracking_overview.htm&release=264.0.0&type=5)**  
    Track how your metrics evolve over time to make data-driven decisions.
- **[Insights List View](https://help.salesforce.com/s/articleView?id=data.c360_a_calculated_insights_record_home.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=data.c360_a_edit_a_calculated_insight_in_customer_data_platform.htm&release=264.0.0&type=5)**  
    If you created an insight using SQL or Insight Builder, you can change its attributes or logic and reuse it.
- **[Process an Insight Manually](https://help.salesforce.com/s/articleView?id=data.c360_a_quick_execution_of_a_calculated_insight_in_customer_data_platform.htm&release=264.0.0&type=5)**  
    Instead of waiting for a calculated insight to be processed in a scheduled batch, run it manually.
- **[Schedule a Calculated Insight in Data 360](https://help.salesforce.com/s/articleView?id=data.c360_a_schedule_a_calculated_insight_in_data_cloud.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=data.c360_a_validate_an_insight_in_data_cloud.htm&release=264.0.0&type=5)**  
    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.