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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
Languages
Python
Tools
Tableau
Concepts
Business Intelligence
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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.
Read more about Mark Tossell

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Summary

What did you learn in this chapter? First, you were instructed on common mistakes made in dashboard design. Next, you learned the principles of good dashboard design, along with many practical examples. Lastly, you were instructed in CRMA best practices, including the use of pages, the minimization of code, and the use of dashboard components.

In the next chapter, we will learn how to go from data to insight to action by embedding actioning CRMA dashboards.

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Creating Actionable Insights Using CRM Analytics
Published in: Dec 2021Publisher: PacktISBN-13: 9781801074391
© 2021 Packt Publishing Limited All Rights Reserved

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

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