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Insights - General Terminology


The canvas upon which all the widgets reside. Currently, each user has their own personal dashboard.


A card that displays data. There are several types of widgets, which are each explained above.


An umbrella term for a group of users. The four segment types are Everyone, Settings Templates, Groups, and Custom User Views. 'Everyone' refers to all users; 'Settings Templates' refers to a template; 'Groups' refers to groups of users usually with a geographical or occupational basis, e.g 'UK' or 'Actuarial Department'. A Custom User View is a segment that the user has set up themselves. All the segments are available to all widgets.

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