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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 Section 1: Getting Started with CRM Analytics
Chapter 1: What Is CRM Analytics and Where Can You Use it? Chapter 2: Developing Your First OOTB Analytics App in CRMA Section 2: Building Datasets in CRMA
Chapter 3: Connecting Your Data Sources Chapter 4: Building Data Recipes Chapter 5: Advanced ETL Using CRMA Data Prep Chapter 6: CRMA Lenses – Diving into Your Data One Click at a Time Chapter 7: Security in CRM Analytics Section 3: How to Build Awesome Analytics Dashboards in CRMA
Chapter 8: Building Your First CRMA Dashboard Chapter 9: Advanced Dashboard Design and Build Chapter 10: To Code or Not to Code? Chapter 11: Best Practices in Dashboard Design Using CRMA Section 4: From Data To Insight To Action
Chapter 12: Embedding and Actioning Your Insights Questions and Answers Other Books You May Enjoy

Installing and configuring a CRMA analytics app

Let's now go ahead and create our very first analytics app. We will follow the simple, intuitive OOTB process offered by CRMA, beginning with the Create button. The steps are listed as follows:

  1. App creation
  2. Basic app configuration
  3. App exploration

Let's explore these steps in the following section.

App creation

Let's start by creating our app. To do so, follow these next instructions:

  1. First, head up to the top right-hand corner of the page, click on Create, and select App, as illustrated in the following screenshot:

Figure 2.10 – How to begin the app creation process by using the Create button

You should now see a screen where you can select an app template. A template is a preconfigured, customizable app that is built for a particular use case.

  1. Let's type sales in the search window and select the Sales Analytics app, as illustrated in...
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