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Help centerDovetail AcademyAdvancing your analysisLesson

Advance your customer analysis

Apply what we've learned to segment customers and drill down on their needs with fields and tags. In this video tutorial, you will learn how to:

  • Use note fields to capture important information in your raw data.

  • Leverage fields alongside tags to narrow down on customer segments.

  • Filter and surface themes to summarize in an insight.

Though we focus on a single use case, the concepts that we cover can be used for any project where you want to focus on identifying trends in segmented data sets.

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Make sense of your data
Surface themes with highlights
Organize your data
Organize data with fields
Organize your data
Using canvas layout
Emily Brogan

Customer Education Lead

Charlie Yuncken

Video Producer


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