What is a Loop?
A Loop provides a way to connect the data, insights, and actions needed to help provide visibility and insights into a function within a business.
For example, a Loop can be built for your Employee On-boarding, Content Marketing, Sales Forecasting, Fulfillment Tracking, or other unique processes that drive your business.
Each Loop can contain data from Multiple sources - for example, a single loop could combine data from a CRM tool, a Marketing tool, and Accounting Tool, and even custom data added directly into Interloop.
A loop can help your organization:
- Increase Visibility - view your data in context of you process and using one of the rich visuals such as Table, Kanban, Gallery, & more.
- Provide Insights - use calculated fields and lookups to gain cross application analytics without the headache.
- Automate Processes - use actions to update data or interact with other business tools you are already using.
- Make Better Decisions - use tiles and summary information to make critical businesses decisions with clarity and confidence.
A Loop consists of Tabs, Fields, Records, & Views.
Use tabs to view different data. You can think of tabs as similar to a "table" in a database or a "tab" in a spreadsheet. Each tab can either pull data from an existing source (i.e. Opportunities from Salesforce) or can contain custom data added directly to Interloop.
Fields determine which columns are shown within a given tab. For example, Opportunities in Salesforce may contain 40+ attributes, fields allow you to select attributes you would like to see within a tab. Fields also have various types and can be used to show your data in a rich format (such as a checkbox or select dropdown).
For more information on the various field types - see the Fields help article.
Each row within a tab represents a record. Each record can contain information from the source system along with additional fields. For example a single record could have all the attributes from a Quickbooks Invoices along with a custom "Notes" field that allows information pertinent to this loop to be tracked.
Views allow you to Visualize, Filter, Sort, Group, and Style your data according the needs of a given loop. You can save this configuration as a View within Interloop. Once a view is created, you can then share it with others. The data within a view is dynamically updated according to its configuration.