Mission Control: Building a Visual

Overview

Mission Control allows for you and your team to build custom analytics directly into Wingmate from your data.  In this guide, you will learn how to build customized Visuals, such as bar charts, tables, and more from a data source.

Don't know how to make a data source? Follow this guide here.

With Mission Control, you can create your own Data Sources and transform your raw data into meaningful insights through customizable Visuals.

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 Visual?

A Visual is a customizable chart or data view that helps you understand patterns or performance across your campaigns.  It connects to a Data Source to visualize trends from the underlying data.

Mission Control supports multiple Visual types, such as:

• Bar charts

• Line charts

• Tables

• Pie charts

• Key Performance Indicators

• Other advanced data visualization formats

Users can choose Visual types, customize filters, adjust settings, and preview results before saving.

How to Build a Visual in Mission Control

Before you begin, building a Visual requires a Data Source in order to continue. If you have not created a Data Source yet, please refer to the guide below before proceeding:

➡️ Create a Data Source

Once your Data Source is ready, you can begin building your Visual using the steps outlined in the next section.

Step 1: Open Visuals

1. Navigate to Analytics → Visuals.

2. The Visuals list loads and the Create Visual button appears at the top right.

Step 2: Start Creating a Visual

1. Click Create Visual.

2. A modal will appear prompting you to select:

   • Connection Type

   • Data Source

Step 3: Select a Data Source

1. Use the search bar or scroll to choose a Data Source.

Step 4: Select a Visual Type

1. Choose a visual type such as Bar, Line, or Table.

2. A preview appears immediately based on the selected type.

Step 5: Configure Data

1. Configure your data on the right flyout (e.g., X-axis, Y-axis, Groups, Sorting).

2. Depending on the visual type, you can update:
   • Data Settings
   • Filters
   • Colors
   • Information

Step 6: (Optional) Add Filters

1. Click Add Filter to include a row or group filter.

2. Select a field and condition to apply row-level or group-level filters.

Step 7: (Optional) Adjust Visual Settings

1. Configure settings such as orientation, labels, and style.

2. All options are available under the Settings panel.

Step 8: (Optional) Customize Colors

1. Open the Color panel to modify the color palette or conditional formatting.

2. You can define color rules or use metric-based coloring.

Step 9: (Optional) Edit Visual Info

1. Go to the Info panel to update the Visual name.

2. Add or edit the Visual description if needed.

Step 10: Preview and Save the Visual

1. You can hover over each bar/row/pie section to view:
   • Values
   • Labels
   • Breakdown details
2. Click the Save icon at the top right.

3. The Visual will be added in the Visual library after saving.

4. A success notification will appear once the visual is added.

Tips & Best Practices

• Choose the visualization type that best matches your data, for example, line charts for trends or bar charts for comparisons.

• Apply filters early to narrow the dataset and keep visuals focused and readable.

• Preview your visual often while configuring sort, filters, limit, or formatting.