Follow onboarding on this Looker onboarding page to learn how our sales and TS teams use Looker. It includes a Looker overview (including how to set your Looker account up), common use-cases, context around what data we collect and Q&A.

Looker configuration and entry-points

Most, if not all, relevant data to any given team can be found in boards. Adding these to your Looker instance will make navigating Looker much easier.

• Reporting Dashboards FY2025
• Technical Advisor
  • Note many Looker reports are embedded in Vitally
• AE/CE
• Support Engineering
• Instance configuration details

There are links within Salesforce that go to a Looker dashboard for each account’s Sourcegraph instance.

• Within each account’s Account Summary there’s a ‘Looker Report’ link. This will take you to this report, unless the account does not have a Sourcegraph instance. This will be true for any prospect that has not yet at the POC stage.
• There’s a Salesforce report that lists all of your accounts and their Looker links.

Typical use cases are:

• How is the trial going? → Server instances overview
• What feedback are we getting from an account? → NPS
• Who has set up an instance in this company before? → All instances filtered by an email domain
• What are the deployment characteristics of an account? → Server instances overview

Two notes on using Looker:

• You can mess with the filters to navigate to the account you’re looking for. You won’t change the underlying dashboard that others see.
• You can click ‘Explore from here’ to create your separate branch of the dashboard. You can add/edit/remove fields to do a quick analysis and like filters, you won’t change the underlying dashboards. You can always save the look if you want to keep it!

What data do we get?