A Data Source is the foundation of your Visuals and Dashboards. It defines what information will be loaded into the visuals from your pipeline.  With the Data Source builder, you can choose which table from your Wingmate data to be loaded in as well as join tables together to create more complex analytics.

This guide will walk you through how to create a Data Source in Mission Control as well as some ways you can customize the source for use.

Overview

What is Mission Control?

Mission Control is Wingmate's advanced analytics add-on that allows companies to build their own Visuals using company-level Data Sources.

With Mission Control, you can:

• Define your own KPIs directly from any information source on your pipeline

• Connect your Visuals together into an Analytics Dashboard

• Share those analytics with other users to track what matters most to your business directly within Wingmate.

Important Note: Only companies with the Mission Control add-on will see analytics tools such as Data Sources and Visuals under the Analytics tab.  To gain access to Mission Control, contact your Account Manager or fill out this form here.

What is a Data Source?

A Data Source is a structured definition of the data you want to use to build Visuals.

Defining your Data Source is an important step in building your own custom analytics.  When creating your Data Source, you will:

• Choose which database connections are used (ie. Wingmate's data or you can upload your own file).

• Choose which tables (Wingmate Objects such as Leads, Activity, etc.) are included

• Decide which fields will be available in the Visuals/Dashboards the source will be built for.

• Decide how different tables are joined for complex analytics

• Create an custom/derived variables for analysis from the raw data you have on hand.

How to Create a Data Source

Step 1: Open Data Sources

1. Go to Analytics → Data Sources.

2. The Data Sources list loads and the Create Source button appears at the top right.

Step 2: Start Creating a Data Source

1. Click Create Source.

2. This opens the Data Source creation workflow.

Step 3: Enter Source Information

1. Fill in the source information:

   • Name (required)

   • Description (optional)

   • Tags (optional)

Step 4: Add Data Entities

1. Click Add to include a connection or file.

2. For each entity, enter:

   • Entity name

   • Select Connection (e.g., PostgreSQL) or Upload a File

Step 5: Select Fields

1. Select which fields should be displayed

2. Remove unnecessary fields to keep visuals clean

Step 6: Preview the Data

1.  Preview to ensure the data is loaded properly:

   • Verify sample rows

   • Check field names & types

Step 7: (Optional) Create Entity Joins

1. Click Add under Join Definition to define relationships between entities.

2. Select parent & child entities

3. Choose join fields (e.g., lead_id, activity_id)

4. Choose join type (e.g., inner, left)

Step 8: Save the Data Source

1. Click Save Source when setup is complete.

2. The new Data Source will appear in the list and become available for Visuals.

Tips & Best Practices

• Start with simple entities first before adding more complex joins.

• Always preview your Data Source before saving to confirm joins, field values, and data types.

• Add or update entities in small steps and preview frequently to avoid hard-to-trace errors.

• Use Tags to help organize and quickly locate Data Sources within your team.