Step 2.1 - Organize the business information required to create dashboards

The first step to setting up your HockeyStack dashboards is translating your business language into HockeyStack. Before doing this translation in the HockeyStack interface, most users find it helpful to create a document outlining the below information.

Please make a copy of the template below. When the document is completed, send it over to your HockeyStack CSM for them to keep it in records and refer to it as they guide you.

You can copy our spreadsheet template to use in this step: Business Information for HockeyStack
A map of the key stakeholders involved in the project
A table of the KPIs you will be tracking in the initial dashboards
A table of your Channel definitions
(If you are doing ABM) The fields & filters that denote your target accounts