Glossary
A reference for terminology used throughout Resplendent Data.
Aggregation
Section titled “Aggregation”A calculation that summarizes multiple data points into a single value. Common examples include sum (total revenue), count (total tickets), and average (response time).
API key
Section titled “API key”Credentials used to authenticate with external services like ConnectWise or Autotask. Typically consists of a public key and private key pair.
Audit log
Section titled “Audit log”A detailed record of actions taken within your company account. It tracks user sign-ins, data exports, and configuration changes. Available on Professional tier and above.
Auto-compact
Section titled “Auto-compact”A dashboard layout setting that automatically moves widgets up to fill vertical gaps when other widgets are removed or resized.
Bar chart
Section titled “Bar chart”A widget type that displays data as horizontal or vertical bars. Best for comparing categories or showing rankings.
Calculated column
Section titled “Calculated column”See Virtual column.
Custom formula
Section titled “Custom formula”A user-defined calculation in widget data layers or modified datasets. Allows mathematical operations, conditionals, and functions beyond standard aggregations.
Dashboard
Section titled “Dashboard”The primary workspace where widgets are organized on a grid to display your data visually.
Dashboard folder
Section titled “Dashboard folder”A container for organizing dashboards by department, client, project, or any other category. Folders appear in the sidebar navigation.
Dashboard group
Section titled “Dashboard group”A security container used to manage access. Dashboards are assigned to groups, and users are granted access to those groups.
Dashboard template
Section titled “Dashboard template”A saved dashboard structure that can be reused with different data sources. Templates include widget layouts, calculations, and filter variable definitions but not actual data.
Data layer
Section titled “Data layer”A single calculation within a widget. Widgets can have multiple data layers to compare different metrics or time periods side-by-side.
Data lineage
Section titled “Data lineage”A visual graph showing how data flows from integrations through datasets to widgets. Useful for troubleshooting and understanding dependencies.
Dataset
Section titled “Dataset”A raw table of information synced directly from an integration or database.
Drilldown
Section titled “Drilldown”A table widget feature that lets users click a row to see the detailed underlying records.
Filter builder
Section titled “Filter builder”The interface for creating filter conditions. Supports AND/OR logic, condition grouping, and multiple value types.
Filter variable
Section titled “Filter variable”An interactive control (like a dropdown or date picker) on a dashboard that lets users filter multiple widgets at once.
Filter view
Section titled “Filter view”A saved configuration of filter variables. Users can switch between filter views to jump between different perspectives (e.g., “This Month” vs. “Last Month”) instantly.
Full sync
Section titled “Full sync”A sync method that pulls all records from a data source, not just changes. Used for initial syncs or when incremental sync isn’t supported.
Function
Section titled “Function”The aggregation method applied to data in a widget. Options include Row Count, Sum, Average, Median, Max, Min, Mode, Range, Custom, and Percentage.
Funnel chart
Section titled “Funnel chart”A widget type that visualizes conversion stages or drop-off rates. Best for sales pipelines and process workflows.
A widget type that displays a single value on a radial scale. Best for showing progress toward a numeric goal.
Incremental sync
Section titled “Incremental sync”A sync method that only pulls new or modified records since the last refresh. Faster and more efficient than a full refresh.
Integration
Section titled “Integration”A connection between Resplendent Data and an external service like ConnectWise, QuickBooks, or a SQL database.
Joined dataset
Section titled “Joined dataset”A virtual table created by combining data from two different sources using a shared column (e.g., matching a “Client ID” in your PSA with a “Client ID” in your accounting software).
KPI (Key Performance Indicator)
Section titled “KPI (Key Performance Indicator)”A measurable value that demonstrates how effectively a goal is being achieved. Number widgets are commonly used to display KPIs.
Line chart
Section titled “Line chart”A widget type that connects data points with lines to show trends over time. Supports area fill and multiple series.
Matrix
Section titled “Matrix”A widget type that displays multiple metrics for multiple entities in a grid format. Best for scorecards and performance comparisons.
Modified dataset
Section titled “Modified dataset”A transformed version of a raw dataset. You can apply filters, calculations, or aggregations to clean your data before using it in a widget.
Number widget
Section titled “Number widget”A widget type that displays a single large numeric value. Best for headline KPIs like total revenue or open tickets.
An authentication protocol used by some integrations (like QuickBooks Online) that lets users authorize access without sharing passwords.
Percentage function
Section titled “Percentage function”A widget calculation that shows what percentage of records match specified filter conditions.
Pie chart
Section titled “Pie chart”A widget type that displays proportions as slices of a circle. Best for part-to-whole relationships with 5 or fewer categories.
A table transformation that reorganizes data by turning row values into columns. Creates cross-tabulated summaries.
Refresh rate
Section titled “Refresh rate”How often data syncs from your integrations. Varies by tier: 60 minutes (Free Forever), 15 minutes (Starter), 60 seconds (Professional and above).
A permission level assigned to users. Resplendent Data has three user roles: Admin, Staff, and Member. External viewers use ShareLinks (not a role).
Share link
Section titled “Share link”A URL that lets external stakeholders view a dashboard without needing a Resplendent Data account, and can be password-protected or restricted to whitelisted emails.
Snapshot
Section titled “Snapshot”See Widget snapshot.
Soundboard
Section titled “Soundboard”A collection of custom audio files that can be triggered by threshold alerts. Upload your own sounds for notifications.
Sync agent
Section titled “Sync agent”A Docker container that runs on your network to sync data from on-premise sources (like QuickBooks Desktop or local databases) to Resplendent. The agent connects outbound to our cloud—no inbound firewall rules required.
Table widget
Section titled “Table widget”A widget type that displays data in rows and columns. Supports sorting, filtering, pivot, transpose, and drilldown.
Template
Section titled “Template”See Dashboard template.
Threshold
Section titled “Threshold”A value boundary that triggers visual changes (like color) or alerts (like sounds) when crossed. Commonly used in Number and Gauge widgets.
Your subscription level (Free Forever, Starter, Professional, Business, or Starship), which determines your resource limits and available features.
Time increment
Section titled “Time increment”The grouping interval for time-based data. Options include minute, hour, day, week, month, quarter, and year.
Transpose
Section titled “Transpose”A table transformation that swaps rows and columns.
A joined dataset operation that stacks rows from multiple datasets vertically rather than joining on a shared column.
Virtual column
Section titled “Virtual column”A custom field created within a modified dataset using a mathematical or logical formula. The column exists only in Resplendent and doesn’t modify source data.
Widget
Section titled “Widget”An individual chart, table, or metric displayed on a dashboard.
Widget snapshot
Section titled “Widget snapshot”A saved copy of a widget’s data at a point in time. Useful for building historical trend reports when the source system doesn’t store history. Available on Professional tier and above.
X-axis
Section titled “X-axis”The horizontal axis on chart widgets. Typically represents categories (for bar charts) or time (for line charts).
Y-axis
Section titled “Y-axis”The vertical axis on chart widgets. Represents the measured values.