How Do I Use the Sources Tab?

Last updated: August 7, 2026

The Performance Graph's Sources tab lists all data sources that Ambition uses when calculating and analyzing your company's data, from employee and group dashboards to Pipeline Views and the AI agent.

The Source tab answers three core questions:

  • What data is being tracked in Ambition?

  • Which users can view that information?

  • How can I limit data visibility for certain users?

In this article, you'll learn how to navigate the Sources tab.

Required permissions:

  • The AI: Manage permission is required to access and edit the Pipeline tab.

Access the Sources Tab

  1. Go to Administration --> Data --> Performance Graph.

  2. Click on the Sources tab.

  3. You'll see a list of all data collections in Ambition:

    • Coaching

    • Accolades

    • Goals

    • Competitions

    • User Directory (including groups, out-of-office, and activation history)

    • Metrics

    • Records

Review Source Tab Data Collections

  1. Click on a collection name to see that collection's Access Policy and Table tabs.

  1. Click on Access Policy to see who in your organization is able to view each piece of data and where in Ambition they can see it.

  2. Click the hyperlinked text in the Access Policy's Description column for additional information, such as to see your company's Coaching Visibility settings or employees with a certain permission set.

  1. Click on Tables to see a sub-collection of data points from each of the larger data groups -- these are similar to different tabs on a spreadsheet.

  2. The Tables tab's Name column values are hyperlinked. Click on a Name to show each of the data points that contribute to each individual table's totals.