Alta's Insights page automatically analyzes your tracked metrics and tells you what changed and why — so you don't have to dig through dashboards to spot a shift. Each insight is a plain-language summary of a movement in one of your metrics, with an estimated impact, ready to explore, discuss with AI, or share with your team.
Who this is for: Anyone tracking revenue or campaign metrics in Alta who wants to know what moved — RevOps, marketing, and sales leaders.
Before you start
Insights are generated per tracked metric. If you have no tracked metrics, there's nothing for Alta to analyze yet. You can track a metric from the Metrics page (open a metric and turn on tracking). The Insights page shows how many tracked metrics you currently have at the top, with a link to the metrics page.
Open Insights
In the left navigation, open Insights.
At the top you'll see a line like "You have 5 tracked metrics, you can track other metrics from the metrics page." Hover the tracked-metric count to see exactly which metrics are being analyzed.
Below that, your insights appear newest first, each on its own card.
Read an insight
Every insight card includes:
A type badge describing what kind of change it is — Periodic Change (the metric moved compared with a previous period) or Mix Change (the composition behind the metric shifted, e.g. one segment grew while another shrank).
The insight sentence — a one-line, plain-language summary of what happened.
The metric name the insight belongs to, plus the date it was generated.
An Impact indicator estimating how significant the change is.
Act on an insight
Each card has an action bar along the bottom:
Ask AI — opens the Copilot sidebar with this insight already loaded as context, so you can ask follow-up questions (for example, "what's driving this?") and dig deeper.
Explore — opens the full insight detail view, with the underlying chart and breakdown behind the change.
Send — share the insight with your team. Choose Email or Slack from the dropdown, then confirm the destination in the dialog that opens.
Use the reaction buttons (thumbs up / thumbs down) to tell Alta whether an insight was useful — this feedback helps tune what surfaces in future runs.
To remove an insight, hover the card and click the trash icon in the top-right, then confirm.
Filter and find insights
Use the Search insight box to find an insight by keyword.
Use the All Metrics dropdown on the right to narrow the list to a single tracked metric. Clear it to see everything again.
Regenerate insights
Click the overflow menu (the vertical dots,
⋮) near the top of the page.Select Regenerate.
You'll see the confirmation: "Insights are being generated. This may take a few minutes." New insights replace the current set once the run finishes.
Hover Regenerate to see when insights were last generated.
Tips and common pitfalls
No insights showing? The most common cause is that you have no tracked metrics. Track at least one metric from the Metrics page, then regenerate.
Regeneration isn't instant. A run can take a few minutes, especially with many tracked metrics — the page won't update until it completes.
Regenerating replaces the list. If you want to keep a specific insight, Send it to Email or Slack before regenerating so you have a copy.
More tracked metrics = more insights. Insights only cover metrics you've chosen to track, so curate which metrics matter rather than tracking everything.
Use reactions. Thumbs up/down isn't cosmetic — it signals which insights are valuable and helps improve future runs.
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