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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
Author (1):
Mark Tossell Mark Tossell
Profile icon 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

Working with the Advanced Editor

Editing a widget using the Advanced Editor opens up a world of possibilities for clicks, not code. Let's see how this works in My First Dashboard. In My First Dashboard, click on the Avg Won Deal by Industry chart just created for the previous exercise on dynamic reference lines. Click on the Advanced Editor button and you'll see this:

Figure 9.24 – Avg Won Deal by Industry in the Advanced Editor

If you click on the Query tab, the code changes, but the rest of the window remains the same. How can you use the Advanced Editor? Other than for simple use cases such as changing the font size of a title to a custom value, or editing widget colors manually, the Advanced Editor can be used to create, edit, and preview dashboard bindings and interactions with clicks. To do so, you would follow these steps:

  1. Click Select query under Source Query and choose from any query in the dashboard. Note that queries can...
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