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Creating Actionable Insights Using CRM Analytics

You're reading from Creating Actionable Insights Using CRM Analytics

Product type Book

Published in Dec 2021

Publisher Packt

ISBN-13 9781801074391

Pages 368 pages

Edition 1st Edition

Languages

Concepts

Business Intelligence

Author (1):

Mark Tossell

Table of Contents (19) Chapters

Preface

1. Section 1: Getting Started with CRM Analytics

2. Chapter 1: What Is CRM Analytics and Where Can You Use it?

3. Chapter 2: Developing Your First OOTB Analytics App in CRMA

4. Section 2: Building Datasets in CRMA

5. Chapter 3: Connecting Your Data Sources

6. Chapter 4: Building Data Recipes

7. Chapter 5: Advanced ETL Using CRMA Data Prep

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

9. Chapter 7: Security in CRM Analytics

10. Section 3: How to Build Awesome Analytics Dashboards in CRMA

11. Chapter 8: Building Your First CRMA Dashboard

12. Chapter 9: Advanced Dashboard Design and Build

13. Chapter 10: To Code or Not to Code?

14. Chapter 11: Best Practices in Dashboard Design Using CRMA

15. Section 4: From Data To Insight To Action

16. Chapter 12: Embedding and Actioning Your Insights

17. Questions and Answers

18. Other Books You May Enjoy

Summary

As you have seen in this chapter, CRMA is a versatile and user-friendly platform for building dashboards, analyzing data, and sharing findings.

What exactly have you learned? First, you are now able to identify and use the tools available in the CRMA dashboard editor. Also, you can create widgets and add them to a dashboard. Third, you can edit and format widgets to meet your requirements. Plus, you are confident in adding and managing CRMA pages. Lastly, you should be competent in using a dashboard and sharing findings with others.

The next chapter will teach you how to build advanced features into your CRMA dashboard.

The rest of the chapter is locked

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Authors (1)

Mark Tossell

Mark Tossell is passionate about solving problems and improving processes using data. Tableau CRM (Einstein Analytics) and Tableau, powered by AI, are the tools of his trade. He is a proud wearer of the Salesforce Gold Hoodie and recipient of the inaugural APAC Awesome Admin award. He is also a Trailhead learning addict, having earned over 420 badges. In addition, he is honored to be a Tableau CRM Ambassador and a Salesforce Partner Solution Engineer. Mark lives in Sydney, Australia, with his wife, Christina, and son, Adam.

See other products by Mark Tossell

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