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Overview Summary tables and pivot tables both lay your data out as rows and columns you can scan at a glance. A summary table groups and totals data by the fields you choose; a pivot table cross-tabs two fields against each other. When to Use Use this featu...

Overview The Content screen toolbar gives quick access to the tools for building and managing training content: the Tools dropdown (LearnBee, Quiz Bank, Poll Templates), the analytics icon (module performance reports), the download icon (export module data), ...

Overview A geo map widget plots your data on a map, so you can see how a metric varies by location at a glance. When to Use Use this feature when: You want to see how a metric breaks down by geography — region, state, country, or a similar location field...

Overview A media analysis widget shows AI-read results from your photos or text submissions, checked against a Check you configure — for example, counting items in a shelf photo or confirming a display is present. When to Use Use this feature when: You w...

Overview An AI summary widget turns your dashboard data into a written summary, which you can optionally point at something specific with your own Focus prompt. When to Use Use this feature when: You want a narrative summary of what's happening in your d...

Overview A calendar widget lays your data out on a calendar grid, so you can see how records are distributed across dates at a glance. When to Use Use this feature when: You want to see how records are spread across dates — submissions, visits, or any da...

Before You Start: This book assumes you already know how to open Vantage from the Custom Widget on the Converse Home Page, and that you're looking at a dashboard. If you haven't done that yet, see How do I use the Custom Widget? first. Overview Ask AI lets y...