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You're reading from  Creating Actionable Insights Using CRM Analytics

Product typeBook
Published inDec 2021
Reading LevelBeginner
PublisherPackt
ISBN-139781801074391
Edition1st Edition
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Author (1)
Mark Tossell
Mark Tossell
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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.
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Best practice in CRMA dashboard design

In the context of building dashboards in CRMA, what constitutes best practice? First, let's consider how best to use CRMA pages.

Leverage the smart use of pages

CRMA pages give you an extraordinary amount of design flexibility. Rather than creating multiple dashboards and linking between them, thereby hindering performance and losing filters, it is often best to leverage the smart use of pages.

The best way to explain this is by way of an example. In the Command Center dashboard, multiple pages have been used to allow the user to drill down from a high-level, aggregated page to detail pages. The next screenshot shows the top-level page, or home page, which is the starting point for the business user:

Figure 11.28 – The Command Center home page

In order to keep the home page as simple and as clean as possible, the dashboard filters are largely hidden from view, but they can be revealed with the...

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Creating Actionable Insights Using CRM Analytics
Published in: Dec 2021Publisher: PacktISBN-13: 9781801074391

Author (1)

author image
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.
Read more about Mark Tossell