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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.
Read more about Mark Tossell

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Using lenses to create a CRMA analytics dashboard

Lenses can be used to create a dashboard, or added to an existing dashboard, using the Clip function. While we are going to look at dashboard building in detail later in Chapter 8, Building Your First CRMA Dashboard, we will quickly look at how to create a simple dashboard and add the two lenses we created earlier. Follow these steps:

  1. Open the My First Lens, My First Table View, and Service Data Analysis lenses.
  2. From the CRMA Analytics Studio home page, click on Create and select Dashboard.
  3. Select Blank Dashboard.
  4. For each lens, go to the lens, click on the Clip to Designer button that has a scissors icon, ensure the lens will be exported as a widget, and click on Clip to Designer.

Go to the blank dashboard, which is called New dashboard by default. Save the dashboard as Lens Clip.

  1. Drag the three clipped lenses – which are now on the right-hand side of your dashboard designer as queries ...
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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