View the dataset details to understand how well the accounts it contains match to your existing customers.
Once a dataset has been created, it'll display in the Datasets screen. Select a dataset from the list to display key information in the right-hand side panel. This panel includes two tabs.
Overview
The Overview tab displays key statistics about your dataset. This includes the number of account matches and the equivalent match rate. The tab also displays how many of the accounts were discarded due to duplication, and the number of unmatched accounts.
The Used by section of the tab details which Predictive Insights models use the dataset, and whether the dataset has been the subject of enrichment or scoring. If the dataset has not been enriched or scored, you can initiate that action from here, as well.
At the bottom of the panel, a View activity option displays a log of events for the selected dataset. This screen provides information about key events in the creation of the dataset, and may provide error and warning codes to help you troubleshoot any issue.
See Predictive Insights system messages for more information on these codes.
Properties
The Properties tab displays information such as the Workspace, Model, Module, and Module view that is in use by the dataset, its selected usage in Predictive Insights, and key field mappings, if any.
You can rename the dataset if you select next to its name in the information panel.