A user's guide to a CRMA dashboard

You will now open your new dashboard in Preview mode and approach it as a business user, learning how to slice and dice your data in CRMA. Before we explore the data, remove the static target on the hero chart, Pipeline by Close Date, as this will hinder our exploration. We will look at dynamic reference lines in Chapter 9, Advanced Dashboard Design and Build. Also, make sure all chart widgets have Selection Type set to Multiple Selection.

The following steps will help you to explore and share your dashboard:

1. Open the My First Dashboard dashboard and enter Present mode.
2. Filter by Segment by choosing MM and GB in the List widget.
3. Drill in by deal size by selecting 50,000 – 500,000 under Sum of Amount.
4. We're interested in new deals only for this analysis, so exclude Existing Business under the Type global filter (using Does Not Equal).
5. Facet the dashboard by going to the Pipeline by Stage chart and selecting...