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Understanding Datasets
Datasets are raw data sources that feed your metrics. They come from your connected integrations:
ServiceTitan — Synced from your ServiceTitan account
Google Sheets — Imported from connected spreadsheets
Manual CSV — Uploaded CSV files
Accessing Datasets
Go to Datasets in the admin sidebar
View all datasets in a searchable table
The Datasets Page
Table Columns:
Name — Dataset name
Source — Integration source with icon
Rows — Total number of data rows
Created — When the dataset was first created
Updated — When data was last updated
Searching Datasets
Type a dataset name in the search box
Click the search button or press Enter
Results will filter to matching datasets
Viewing Dataset Details
Click any dataset row to see its details:
Columns — Field names and data types (string, number, date, etc.)
Data Rows — Paginated view of all records
Filtering — Filter by date columns
Export — Download as CSV
Deleting a Dataset
Click the trash icon (🗑️) on the dataset row
Read the warning carefully
Confirm deletion
⚠️ Warning: Deleting a dataset will remove all associated data fields, stop any metrics from updating that rely on this data, and cannot be undone.
Datasets and Metrics Relationship
Dataset (raw data)
↓
Metric (calculated/tracked value)
↓
Plan (uses metric for KPIs/thresholds)
When you delete a dataset, metrics that rely on it will stop receiving updates.