Showing HubSpot Property data over time

Creating a Sparkline for Monthly Active Users in Impact Pilot

Objective

This SOP outlines the steps to visualize data over time using sparklines in Impact Pilot, specifically focusing on the monthly active users property.

Key Steps


Step 1: Add a Property

  • Open Impact Pilot.
  • Navigate to the section where you can add properties.
  • Select the 'monthly active users' property to display the current value.

Step 3: Create a Sparkline 0:16

  • Locate the option to create a sparkline in the interface.

    Choose the time period for the sparkline.

    • In this case, select 'quarter' to view data over the last 90 days.

Step 4: Dive Deeper with Charts 0:37

  • Click on the designated area to add a chart for further analysis.
  • Ensure that the monthly active users property is included in the chart.

Step 5: View Full History 0:58

generated-image-at-00:00:58

  • If you wish to see more than the last 20 timestamps, add additional properties as needed.
  • This will allow you to view the complete history of the selected property.

Cautionary Notes

  • Ensure that you have the necessary permissions to add properties and create charts in Impact Pilot.
  • Double-check the selected time period for accuracy before finalizing the sparkline.

Tips for Efficiency

  • Familiarize yourself with the interface of Impact Pilot to speed up the process.
  • Use keyboard shortcuts where available to navigate quickly between options.
  • Regularly save your work to avoid losing any changes.

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