Getting started with Clarity Analytics is straightforward. This guide walks you through the key steps from account creation to your first live dashboard. Follow the steps in order and you will have meaningful data in front of your team within the hour.
Visit the sign-up page and enter your work email address. You will receive a verification email within a few minutes. Click the link in the email to confirm your address and set a password. Once confirmed, you are taken directly to the onboarding wizard.
The onboarding wizard guides you through connecting your first data source. Clarity supports direct connections to PostgreSQL, MySQL, BigQuery, Snowflake, and Redshift. It also accepts CSV and Excel file uploads if you prefer to start with a manual export from your existing tools.
Choose the source type that matches what you have. Enter the connection credentials when prompted. Clarity tests the connection immediately and tells you if anything is misconfigured before you proceed. Most users complete this step in under three minutes.
After connecting a data source, Clarity analyses the schema and suggests a set of starter charts based on the columns and data types it detects. You can accept any suggestion with one click or build from scratch using the drag-and-drop editor. Add charts, adjust date ranges, and apply filters until the dashboard reflects the questions your team cares about most.
Click the share button in the top right of any dashboard to generate a shareable link. You can restrict access by email domain, require authentication, or make the dashboard fully public. Permissions can be updated at any time from the dashboard settings panel.
Once your first dashboard is live, explore the alerting feature to set up notifications when a metric crosses a threshold. Connect additional data sources to build cross-functional views. Invite your colleagues to collaborate directly inside the platform.