> For the complete documentation index, see [llms.txt](https://docs.phocassoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.phocassoftware.com/sales-insights/get-started-with-insights.md).
# Get started with Sales Insights
Open Sales Insights, understand what you can access, and know what administrators need to set up.
{% hint style="info" %}
If you're an administrator, go to [Manage customer segmentation](/sales-insights/manage-customer-segmentation.md) to give users access and set up databases.
{% endhint %}
Use this page to open Sales Insights for the first time and confirm you have what you need.
Before you start:
* You need a Sales Insights [license](/basics/getting-started/user-permissions-and-licenses.md).
* Your [data access](/basics/getting-started/data-access.md) affects the results you see.
### Open Sales Insights
1. In the Phocas navigation menu, click **Sales Insights**.
2. In the **Sales Insights** menu, review the available databases:
* **Configured** databases are ready to use.
* **Unconfigured** databases still need administrator setup.
3. Click a configured database to open its [Customer segmentation](/sales-insights/use-customer-segmentation.md) page.
If the database you need is unconfigured, or you cannot open it, contact your administrator. Administrators can use [Manage customer segmentation](/sales-insights/manage-customer-segmentation.md) to assign access and complete setup.
### Learn how Sales Insights works
When you open Sales Insights: Customer segmentation for the first time, take the in-product tour and watch the video in the bottom-right corner of the page.
Alternatively, watch the videos in the [Use customer segmentation learning module](https://www.phocassoftware.com/academy/learning-modules/use-customer-segmentation) on the Academy.
### Next step
Go to [Use customer segmentation](/sales-insights/use-customer-segmentation.md) to learn about the elements on the Customer segmentation page and how the segmentation works.
---
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