How do I Navigate HockeyStack?

Walkthrough of HockeyStack's Platform: Atlas, Deals/Companies, Odin, Analytics, Settings

Note: your instance may look different from what's shown in the video, depending on your access level and plan

Atlas - The data foundation. Atlas connects every source in your stack, unifies identities, and applies your business rules (funnel stages, goals, touchpoints, breakdowns) so your data is clean and consistent across the entire platform.

Deals/Companies - Where you explore your deals, companies, and people. See every touchpoint across a deal's journey, filter and segment accounts by engagement or stage, and save views or export to CSV.

Odin - The AI analyst. Ask Odin any question about your marketing and sales performance in plain English and get instant answers, visualizations, and recommendations.

Analytics - Reports, dashboards, attribution views. Build custom reports using breakdowns, goals, and touchpoints to get full-funnel visibility from first touch to closed revenue, across every attribution model. Dashboards let you organize and view your reports in one place.