Presight
  • 👋INTRODUCTION
    • What is Presight?
    • Core Concepts
      • Metrics
      • Events
      • Segments
        • Source Columns
        • Custom Segments
    • The Presight Workspace
      • Workspace Overview
      • The Data Docs
      • Data Library (Datahub)
  • ➡️DATA IN
    • Connect
      • Data Warehouse
      • Data Connectors
        • API Connector
        • Google Sheets Connection
        • CSV Import
        • Dimensional Dates (Dimdates table)
        • QuickBooks Online
        • HubSpot Connector
    • Sync
    • Tables & Columns
      • Browse & Edit
      • Primary Key
    • Governance
  • ⚙️MODEL
    • Data Relationships
      • Table Relationships
      • Hierarchy
    • Metrics
      • Create Metrics
      • Ownership & Permission
      • Deletion
    • Events
      • Creating Events
    • Custom Tables
      • Table Builder
        • Filter a Dataset
        • Simple Data Enrichment
        • Advanced Enrichment - Segmentation
      • Custom SQL Query
    • Segments & Custom Segments
      • Dimensions from Data Sources
      • Create a New Dimension
    • Formulas
      • Metric Formulas
      • Data Transformation Formulas
  • 📊ANALYSIS
    • The Data Docs
      • Explorations
        • Docs Widgets
      • Reports
      • Dashboards
      • Layout & Beautify
      • Organize
      • Collaboration
    • Data Widgets
      • Charts
        • Query Syntax
        • Data in a Chart
        • Interacting with a Chart
          • Breakdown
          • Chart Filter
          • Time Change
          • Chart Menu
          • View Constituent Records
          • Version views in Chart
        • Chart Configuration
      • Metric Table
        • Creating a Table
        • Interact with a Table
          • Adding Metrics
          • Adding Sections and Organizing metric list
          • Table Filter
          • Table Summaries
          • Quick Chart Creation from Table
          • Timeline Navigation
        • Table Menu
        • Table Breakdown
        • Breakdown Options
        • Interact with Table Metrics
        • [Advanced] Automatic Variance Calculation
      • Records Table
        • Accessing Data Records on-demand
    • Breakdowns & Filters
      • [Advanced] Dimension Path
    • Event Analytics
      • Event Funnel
      • Cohort
      • Event Path
    • Segmentations
      • Metric Segments
      • Filtered Segments
    • Ask AI (Beta)
      • Ask Presight
      • Presight AI in your Chat Tools
  • 📈PLANNING
    • Creating Versions
    • Interacting with Versions
    • Interacting with Future Data
    • Forecasting a Metric
  • 🏛️GOVERNANCE
    • Overview
    • Table Restriction
    • Metric Permission & Sharing
    • Doc Sharing
  • ⬇️DATA OUT
    • Export Data
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On this page
  • Presight’s Business-First Philosophy
  • Main Concepts
  • 1. Metrics: Turning Data into Key Business Insights
  • 2. Events: Capturing Business Moments That Matter
  • 3. Segments: Unlocking the Power of Contextual Analysis
  1. INTRODUCTION

Core Concepts

This doc discusses the core concepts of Presight.

PreviousWhat is Presight?NextMetrics

Last updated 5 months ago

Presight is designed with business users in mind, empowering teams to derive value from their data using concepts that align with everyday business language. Three foundational concepts—Metrics, Events, and Segments—are central to this approach, offering a seamless way to explore, understand, and act on your data.

Presight’s Business-First Philosophy

Presight reimagines traditional data analytics by prioritizing the needs of business users. The concepts of Metrics, Events, and Segments are not merely data constructs—they are tools designed in the language of business. This ensures that users can focus on uncovering insights, making informed decisions, and driving impact without worrying about the technical details.

Whether you’re analyzing revenue trends, tracking customer actions, or segmenting your audience, we designed from the ground up an intuitive experience that aligns with how you think and work. Explore each concept to discover how Presight transforms raw data into actionable insights, all within a framework that speaks your language.


Main Concepts

1. Metrics: Turning Data into Key Business Insights

What are Metrics?

Metrics in Presight represent the quantitative side of your data, summarizing key aspects of your business over time. These are not just raw numbers but meaningful measures like revenue, profit, or customer count that allow you to track trends, identify patterns, and assess performance.

Presight’s Unique Approach

Metrics are designed with business users in mind, abstracting away the complexity of technical terms like "aggregation functions" or "columns." Instead, you interact with clear, familiar concepts like "sales" or "number of orders," all while leveraging the power of your underlying data. With a focus on trends and time-based comparisons, Metrics provide a bird’s-eye view of your business without requiring deep technical knowledge.

Learn more about Metrics


2. Events: Capturing Business Moments That Matter

What are Events?

Events represent key actions or milestones that matter to your business, such as placing an order, signing up for a service, or completing a checkout. They help you track and analyze user interactions, providing a narrative of how your audience engages with your product or service.

Presight’s Unique Approach

With Presight, Events are not defined in technical jargon like "log entries" or "database transactions." Instead, they are expressed as intuitive business moments: "Order Placed," "Feature Used," or "Email Opened." This allows business users to monitor and analyze their data in terms that resonate with their goals, such as optimizing customer journeys or measuring feature adoption, without diving into the complexities of event schemas.

Learn more about Events


3. Segments: Unlocking the Power of Contextual Analysis

What are Segments?

Segments allow you to categorize, group, or filter your data to uncover patterns and gain specific insights. They transform large datasets into manageable, meaningful groups based on criteria like geography, product category, or user behavior.

Presight’s Unique Approach

In Presight, Segments are built from the ground up to reflect the way business users think. Instead of focusing on technical concepts like "filters" or "SQL queries," Presight empowers users to create groups like "High-Value Customers," "Active Users in New York," or "Revenue Above $500." This business-first design allows for a natural exploration of data and supports targeted decision-making without requiring technical expertise.

Learn more about Segments

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Metrics
Events
Segments