Platform Overview#

Welcome to the Platform Overview module — your first step into a smarter, faster way to work with data. Platform Overview is designed to provide a comprehensive introduction to the ConverSight platform, a powerful tool for data-driven decision intelligence. Through this learning path, you will develop a clear understanding of how to navigate the platform, utilize its key features, and manage user settings effectively. Whether you are a first-time user or looking to deepen your knowledge, this walkthrough will equip you with the essential skills needed to leverage ConverSight for insightful analytics and operational efficiency.

Learning Objective

By completing this module, you will learn how to:

  • Access the ConverSight platform securely and efficiently

  • Navigate and utilize core platform features

  • Manage your user profile and preferences

  • Understand different user access levels and permissions

  • Perform data refreshes to maintain accurate information

  • Recognize the advantages of ConverSight compared to other systems

Topics Covered

The learning series is structured into the following key sections:

  • Platform Overview

  • Accessing ConverSight

  • Feature Review

  • Profile Review

  • User Access Levels

  • Data Refresh

This structured approach ensures a step-by-step progression, enabling you to build a strong foundation and practical skills for effective use of the ConverSight platform.

Accessing ConverSight#

In this section, you will learn how to securely log in to the ConverSight platform, select your organization, and handle first-time or password expiry scenarios to ensure smooth access.

Feature Review#

In this section, you will gain an in-depth understanding of ConverSight’s core features, including Athena, Explorer, Storyboards, Control Tower, Market Space, and CS Apps. You will learn how each feature contributes to data exploration, visualization, and decision-making within the platform.

Profile Review#

Discover how to efficiently manage your user profile by updating personal details, changing passwords, and customizing your settings for an optimized user experience.

User Access Levels#

You will gain clarity on the distinct user roles within ConverSight—Org Admin, Data Admin, and User—and understand how each role controls access to features and data. This knowledge will help you manage permissions effectively to maintain data security and operational efficiency.

Data Refresh#

Maintaining current data in ConverSight is essential for accurate decision-making. This section covers how to initiate manual and automatic data refreshes and explains the underlying data processing workflow that keeps insights timely and reliable.