Welcome to the FAQs page for our Competitive Intelligence Platform!
Here, you’ll find answers to the most common questions about our platform’s features, functionalities, and services. Whether you’re a new user looking to get started, an experienced analyst seeking advanced tips, or simply curious about how our platform can help you make data-driven decisions, this page is designed to provide you with the information you need.
If you have any questions that aren’t covered here, please feel free to contact our support team. We’re always here to assist you!
1
What does saving a dashboard allow you to do?
Saving a dashboard provides a personalized workspace that you can access privately or share with your team. You can customize your own filters to track the information that matters most to you. Additionally, you can enhance collaboration by adding comments, sharing ideas, and including notes within the analysis section.
2
What is the difference between global and local filters?
As we integrate multiple datasets to provide you with the flexibility to pinpoint the precise information you need, we offer two categories of filters:
- Global Filters: These filters are consistent across all datasets and remain active as you navigate between different tabs within the platform. They allow for a seamless and unified filtering experience.
- Local Filters: These filters are specific to the dataset you are currently viewing and do not persist when you switch tabs. They enable you to refine your data view for detailed, dataset-specific analysis.
3
Why am I not able to tag my colleague in the comments?
You can only tag colleagues who have accessed the platform at least once. A user must have logged into the platform to be viewable and taggable in comments. If you are unable to tag a specific colleague, it is likely because they have not yet accessed the platform.
4
Who can access my project?
Accessing and sharing a project can be done in two ways: private and public.
- Private: The project is accessible only to you. No one else can view your comments or analysis, ensuring complete confidentiality.
- Public: The project is accessible to all users within your company. Everyone can see the project, along with your comments and analysis, facilitating transparency and collaboration.
