Core Concepts
Visualizations
Visualizations are graphical representations of data, presented in the form of charts, metrics, or tables. They play a crucial role in simplifying the communication of complex data. Our platform enables the linking of multiple visualizations from data sources to destinations like presentations and documents, thereby enhancing the flexibility and comprehensiveness of data presentation.
Using Rollstack to update a destination ensures that all associated visualizations are simultaneously updated. This guarantees you to have the latest data inside your destination.
Data sources
A data source represents the BI tool where business data is stored. We currently support these data sources:
The following sources are on our roadmap and we are actively working on supporting them:
To add a data source to your Rollstack workspace, click the data sources overview page and click the Add data source button.
Destinations
Destinations refer to the platforms or services where the data extracted from your chosen sources is ultimately sent and updated automatically. Rollstack supports a variety of popular destinations to cater to diverse needs and workflows, ensuring that your data is where you need it when you need it.
Currently, we offer support for the following destinations:
We are working on supporting the following tools in the future:
Whenever you update a destination via Rollstack, all the underlying visualization will get updated with the most recent data from your data source.
Collections
Overview
Collections are foundational to streamlining the creation of presentations or documents across various contexts, particularly in account management and sales. By utilizing Collections, you can leverage a single template to generate multiple, tailored outputs—each referred to as a "variant." Here’s how Collections enhance your workflow:
- Single Template, Multiple Outputs: Collections act as a master framework allowing for the generation of variants based on specific criteria or filters applied to your data source.
- Variants for Customized Communication: Each variant corresponds to a unique filter value from the data source, enabling personalized content creation that addresses specific client needs or scenarios.
- Scale and Efficiency: This approach significantly reduces the time and effort required to create individualized presentations or documents, enabling teams to produce client-specific content at scale.
- Consistency in Client Communications: By using a unified template, Collections ensures that all communications maintain a consistent quality and brand message, regardless of the customization involved.
Use cases
- CSMs & Account Managers: Empower CSMs and account managers to quickly create customized presentations for each client, reflecting up-to-date data and insights tailored to the client's specific interests or industry trends.
- Internal Reviews: Enable internal teams to quickly generate documents or presentations for different geographies, segments, or customers.