Advancing your analysis

This course is for managers and contributors ready to go beyond the basics to dive deeper into their customer data. Level up your analysis by learning how to leverage views, fields, and all kinds of customer data in projects.

Lessons

Analyze different data types in projects

Learn about other types of data you can bring into Dovetail.

Last updated5 September 2023

Duration4 min

Integrate Dovetail with your tools

Learn how you can connect Dovetail to your existing tool stack seamlessly.

Last updated11 September 2023

Duration5 min

Segment your data with fields

Learn how to organize project data consistently with fields.

Last updated5 September 2023

Duration3 min

View your data in different ways

Learn how to customize projects and views for notes, highlights and insights.

Last updated21 September 2023

Duration5 min

Create and maintain tag boards

Learn how to organize, group and merge related tags in a project.

Last updated31 August 2023

Duration3 min

Advance your customer analysis

Apply what we've learned to segment customers and drill down on their needs with fields and tags.

Last updated20 September 2023

Duration4 min