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

Advanced hands-on exercise

The purpose of this exercise is to create a single dataset that contains a summary of every account that meets all of the following conditions: has open opportunities, at least one activity, and an open case attached to the account.

The resulting dataset should allow the user to determine the following via direct exploration of the lens based on the dataset:

  • Account name
  • Age of account
  • Owner name
  • No. of open opportunities
  • No. of open cases
  • Average case duration
  • No. of activities
  • Total amount
  • Total expected amount
  • Total amount (opportunity with line items)
  • Total amount (opportunity without line items)

Resources required

Data sources that are available in your CRMA environment will be used for the purpose of this exercise. Please use the datasets found under the My First Analytics App app so that the results will be consistent with the following steps:

  • Opportunities
  • Cases
  • Activities...