Book Image

Creating Actionable Insights Using CRM Analytics

By : Mark Tossell
Book Image

Creating Actionable Insights Using CRM Analytics

By: Mark Tossell

Overview of this book

CRM Analytics, formerly known as Tableau CRM and Einstein Analytics, is a powerful and versatile data analytics platform that enables organizations to extract, combine, transform, and visualize their data to create valuable business insights. Creating Actionable Insights Using CRM Analytics provides a hands-on approach to CRM Analytics implementation and associated methodologies that will have you up and running and productive in no time. The book provides you with detailed explanations of essential concepts to help you to gain confidence and become competent in using the CRM Analytics platform for data extraction, combination, transformation, visualization, and action. As you make progress, you'll understand what CRM Analytics is and where it provides business value. You'll also learn how to bring your data together in CRM Analytics, build datasets and lenses for data analysis, create effective analytics dashboards for visualization and consumption by end users, and build dashboard actions that take the user from data to insight to action with ease. By the end of this book, you'll be able to solve business problems using CRM Analytics and design, build, test, and deploy analytics dashboards efficiently.
Table of Contents (19 chapters)
1
Section 1: Getting Started with CRM Analytics
4
Section 2: Building Datasets in CRMA
10
Section 3: How to Build Awesome Analytics Dashboards in CRMA
15
Section 4: From Data To Insight To Action

Design philosophy for effective dashboard building

I see an awful lot of dashboards in my line of work – most of them are poorly designed. Why do I say that? How do I know that to be true? What makes a good dashboard design?

Here are some principles of effective dashboard design.

A good dashboard provides actionable insights

It's all about taking the user from data to insight to action. A dashboard that leaves off the last step is incomplete and ineffective. Let me share three examples.

The first example is the risks insights page from our Professional Services Automation (PSA) dashboard built on top of FinancialForce. You can see from the following screenshot that the risk impact and likelihood matrix (heat map) allows you to quickly drill into the project data, and then those insights can be actioned from the record view:

Figure 11.2 – An actionable risks insights page for professional services automation

The second...