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Creating Actionable Insights Using CRM Analytics

Creating Actionable Insights Using CRM Analytics

By : Mark Tossell
4.3 (8)
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Creating Actionable Insights Using CRM Analytics

Creating Actionable Insights Using CRM Analytics

4.3 (8)
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)
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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

Chapter 6: CRMA Lenses – Diving into Your Data One Click at a Time

Lenses are the investigative journalists of CRM Analytics (CRMA). In this chapter, you will learn what a lens is and how it is a powerful tool to understand, test, debug, and showcase data. You will also be taught how lenses act as the building blocks of analytics dashboards in CRMA.

The ability to build and deploy CRMA lenses is crucial for your ability to create, edit, test, and deploy CRMA dashboards. Lenses are a critical building block of CRMA data analytics.

By the end of this chapter, you will have a good grasp of what lenses are and how they work. You will also be intimately familiar with the lens UI and be skilled in creating, editing, and cloning lenses. Finally, you will understand how lenses are the building blocks of CRMA dashboards and will be competent in using them as such.

In this chapter, we will cover the following topics:

  • Lenses – the investigative journalists of CRMA...
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