Introduction to Sugar Discover

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The self-paced course will provide you with a basic understanding of how to useSugar Discover. Sugar

Discover is a Smart Data Discovery solution. It continuously analyses your sales and

marketing metrics, learns normal patterns and relationships between attributes in your

data, and surfaces insights into changes impacting those metrics. Sugar Discover is

available for SugarCRM cloud customers on Sugar Sell, Ultimate, Enterprise, and

Professional editions.

In this course we will cover the following topics: 

  • Provide a Sugar Discover overview
  • Show you how to navigate in Sugar Discover
  • Create a Sugar Discover report
  • Demonstrate how to create filters in reports
  • Show how to create a calculated field in Sugar Discover
  • Share and Collaborate in Sugar Discover

Intended Audience: 

Sugar Discover customers looking to understand what Sugar Discover is and how to use it. 


Sugar Discover Overview

This video covers the following topics:

  • What is Sugar Discover
  • The Sugar Discover features
  • Sugar Discover benefits
  • System and customer requirements to run Sugar Discover
  • How to gain access to Sugar Discover
Navigating Sugar Discover

This video covers the following topics:

  • The purpose of the Main Navigation Bar

  • The features of the Insight Feed Section

  • The Discover Section

  • The Library Section

  • The Dataset Section

Creating a Report

This video walks you through how to create a basic report in Sugar Discover.

Creating Filters

This video covers the following topics:

  • Defining the different filter types

  • How to add a filter

  • Editing and removing a filter

Creating Calculated Fields

This video covers the following topics:

  • Defining calculated fields in Sugar Discover
  • Adding a calculated field to a report
  • Adding calculated fields to a dataset
Sharing and Collaborating in Sugar Discover

This video covers the following topics:

  • Changing a report from private to public

  • Sharing a link to a report

  • Exporting a report

  • Adding view comment threads

Price: FREE