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

Executive dashboard for a sales team


Anutosh Infotech wants to build an executive dashboard so that they can see their company performance, KPIs, important information, and other details in one dashboard. The following is a mockup diagram of their requirements:

Now that we have our requirements, let's start building our dashboard.

In order to create the dashboard, perform the following steps:

  1. First, we need to create all of the required datasets
  2. Create the Opportunity and Account datasets
  3. After we have all of the required datasets, create a blank dashboard and name it Executive dashboard for Sale
  4. Go to the dashboard LAYOUT settings and change the Columns to 50
  5. Change Row Height to Fine and set Cell Spacing to 0 for both Horizontal and Vertical, as shown in the following screenshot:

Expected revenue KPIs

As per the client's requirements, we need to create a KPI for the actual revenue, potential revenue, and actual target achieved. We need to use a number of widgets for all KPIs here.

Actual revenue...