Book Image

Learning Einstein Analytics

By : Santosh Tukaram Chitalkar
Book Image

Learning Einstein Analytics

By: Santosh Tukaram Chitalkar

Overview of this book

Salesforce Einstein analytics aka Wave Analytics is a cloud-based platform which connects data from the multiple sources and explores it to uncover insights. It empowers sales reps, marketers, and analysts with the insights to make customer interactions smarter, without building mathematical models. You will learn to create app, lenses, dashboards and share dashboards with other users. This book starts off with explaining you fundamental concepts like lenses, step, measures and sets you up with Einstein Analytics platform. We then move on to creating an app and here you will learn to create datasets, dashboards and different ways to import data into Analytics. Moving on we look at Einstein for sales, services, and marketing individually. Here you will learn to manage your pipeline, understand important business drivers and visualize trends. You will also learn features related to data monitoring tools and embedding dashboards with lightning, visualforce page and mobile devices. Further, you will learn advanced features pertaining to recent advancements in Einstein which include machine learning constructs and getting predictions for events. By the end of this book, you will become proficient in the Einstein analytics, getting insights faster and understanding your customer in a better way.
Table of Contents (19 chapters)
Title Page
Copyright and Credits
Dedication
Packt Upsell
Contributors
Preface
7
Security and Sharing in Einstein Analytics
Index

Quota, dataflow, and data manager


A quota is the sales goal assigned to a user/rep (a business user ) on a monthly or quarterly basis. It is important for representatives to achieve their quota on their own. It affects performance and hence it is important to understand quota attainment. The formula for quota attainment is as follows:

Quota Attainment = (Sales/quota)*100;

Which means if representatives/sales teams hit their goal by 60% then sales persons/users/representatives have a 40% quota attainment.  

Creating a quota dataset

In order to create a CSV file for quotas, you need the following fields: 

  • StartDate (in yyyy-mm-dd format)
  • QuotaAmount
  • OwnerName
  • Username

Let's take a look at the following code snippet, which depicts the preceding fields: 

    StartDate,QuotaAmount,OwnerName,Username
     2017-01-07,5818,Julie Mcknight,santosh chitalkar
     2017-01-07,5818,Brandon Hough,santosh chitalkar
     2017-01-07,5818,Stephanie Alexander,santosh chitalkar
     2017-01-03,4200,Robin Vachhani,santosh...