What is an Insight?

An Insight is a ready-to-use collection of the metrics and KPIs that come from one of your connected integrations, for example the Meta Ads Insight with figures like ad spend, clicks, and cost per click. It sits between your raw data and your dashboards, so the numbers arrive clean and ready to use.

Once an Insight is active, you can browse its metrics, use them in dashboards and widgets, and share them with other spaces.

When do I need this?

• You want to know which metrics a connected integration actually delivers, before you build a widget.

• You want to check whether an Insight is Managed by Indicate or custom-built by your team or our community.

• You want to give another space access to your numbers. See Share Insights.

• You want to give your LLM (Large Language Model) access to your data/metrics via an API key.

Where do I find my Insights?

Go to Engineering → Semantic → Insights. The list shows every Insight available in your space, including the ones other spaces have shared with you.

Each entry shows:

• The name and logo of the integration, for example Meta Ads.

• A status badge, for example Active.

• A type badge, either Managed or Custom.

Use the search field at the top to find a specific Insight.

Note: An Insight another space shared with you appears in this list too, and shows the same data for everyone with access. You can use its metrics, but you cannot open the pipeline or the raw data behind it.

What is the difference between Managed and Custom?

The type badge next to each Insight tells you who built it.

• Managed Insights are pre-built by Indicate for each integration provided by Indicate and contain some metrics and KPIs for that integration.

• Custom Insights are built by your own team or our community, so you can define your own metrics and structure. You build the KPIs in KPI Studio and then publish them as an Insight. See Build a custom KPI in KPI Studio and Publish a KPI collection as an Insight.

How is an Insight created?

Managed Insights are created for you. You do not build them by hand.

1. Set up a pipeline for the integration. See Pipelines.

2. During the pipeline setup, leave the toggle that generates the matching Insight switched on. It is on by default.

3. Once the pipeline is active, the Insight appears under Engineering → Semantic → Insights with the status Active and the label Managed.

Note: If you deleted an Insight and want it back, you can create it again from its pipeline. See Delete & Add Insights.

How do I rename an Insight?

The name is what everyone in your space sees in the Insights list and in the widget builder.

1. Go to Engineering → Semantic → Insights and click the Insight you want to rename.

2. Go to the Overview tab.

3. Edit the Display Name field.

4. Click Save Changes.

Troubleshooting

An Insight I expected is not in the list.

• The list only shows Insights connected in your own space, plus the ones other spaces shared with you. If someone shared one with you, your workspace admin has to accept the invitation first. See Share Insights.

I set up a pipeline but no Insight appeared.

• The toggle that generates the Insight was switched off during the pipeline setup. Create the Insight from the pipeline instead see Delete & Add Insights.

I cannot open the pipeline behind an Insight.

• The Insight was shared with you by another space. You can see it and use its metrics, but the pipeline and the raw data stay in the space that owns the connection.

An Insight has no metrics in it.

• For a Custom Insight, the KPI collection behind it is still empty. Open it in Engineering → Semantic → KPI Studio and add a KPI. See Build a custom KPI in KPI Studio.