Organizing Data for Better Insights on Dovetail's Professional Plan
How do others on Professional plans organize data so that teammates can answer questions about a specific page, audience, or data type? The challenge I work for a small nonprofit that started using Dovetail several years ago to try and eliminate repeat work by making customer insights visible across the organization, regardless of their source (marketing tests, customer interviews, NPS surveys...) We've put a lot of work into getting all of these data sources in one place - but we're running into a big challenge when people try to actually use this data to answer questions. I'm struggling to find a solution on the Professional plan that lets teammates quickly answer a question about a specific page, audience, or data type. Solutions tried
AI search helps with general questions, but lacks specificity. The new AI search has been a big improvement for helping teammates answer simple questions: What do users think about X? However, typing a more specific question like "what does this audience think about this page" usually returns a lot of results that are not actually specific to that page. I think this is because the audience and page names contain words that also come up in unrelated conversations. (eg. if I search for "home page" I might get a highlight where a user says "when I get home after work...") So, I believe we need a way to restrict the search results with some form of filters.
Workspace fields were a great solution - but are no longer available on affordable plans. When we first started using Dovetail, our entry-level plan included workspace fields and tags, and this was the primary way we organized content. We added Workspace Fields to every Insight to specify which audience was involved and what methodology was used, and used Workspace Tags to highlight when specific page(s) or features were discussed. This made it really easy for a product team designing a specific page for a specific audience to find relevant information. However, our legacy plan was recently discontinued and we were forced to switch to a Professional plan that does not support universal fields. As a small nonprofit there is no way we can afford to upgrade.
Duplicating filters across projects technically works, but is cumbersome. One workaround I have considered is to add the same Insight Fields to every project - but we have over 50 projects, so actually using this to filter search results would require 50+ clicks to change the filters. This is so tedious that I know my team will not do it.
Please help! The value we're getting from Dovetail has plummeted after losing Workspace fields because teammates don't know how to find relevant results. But I've invested so much time getting all our data into Dovetail, I really don't want to have to switch. I'm hoping there is a workaround I just haven't thought of yet.
