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Insight Dashboards: Streams & Tags

The Streams & Tags dashboards present data for groups of clients who share one of these attributes.

Louis Retief avatar
Written by Louis Retief
Updated over a week ago

Client Streams & Tags Overview

This dashboard is best used to see an overview of all the streams and tags used in your hub. It will show you the number of clients associated with specific streams or tags:

Tip: This is a great way to double check that a stream or tag is no longer used before you delete it from your hub.

Client Streams & Tags List

This dashboard will show you a list of all your clients and any corresponding streams or tags they may have. If you are a list of clients that have a specific combination of tags or streams, this is the best dashboard to use:

Tip: If you primarily assign your streams and tags to the Head of Household, we recommend adding a Household Membership filter to your dashboard to only show Head of Households.

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