Explore and Visualize Your Data in CRM Analytics

When sifting through an overwhelming amount of business data, sometimes you know exactly what you’re looking for. Other times you don’t, but you recognize it when you see it. Salesforce CRM Analytics gives you a fast, fluid way to discover the compelling stories within your data and to create the right visuals to tell your story.

After your data is uploaded, explore freely. Drill through the data by using interactive visualizations. Surface unexpected insights that can transform your business. Then let CRM Analytics do the work of producing dynamic charts that look sharp and communicate volumes.

• Learn to Explore Data
  See what unexpected insights you can surface by interactively exploring and visualizing your data, using CRM Analytics tools.
• Explore Data with Tables
  You can use tables to get a view of the data that is close to the underlying dataset, and you can use tables to manipulate and extend the data to expose fresh insights. With values, compare, and pivot tables, CRM Analytics gives you options for both of those goals.
• Visualize Data With Charts
  If your goal is to understand vast amounts of business data, and to communicate that understanding with coworkers, partners, and customers, being able to visualize your data is critical. CRM Analytics provides a chart for every need, each a means for illustrating key aspects of your business in just the right way.
• Clone a Lens
  Build upon a visualization by cloning its containing lens to a new tab where you can continue exploring. You can save the original in its own tab.
• Save a Visualization
  Save your visualization as a lens.
• Share a Visualization
  Share a visualization with your colleagues by posting to Chatter, getting its unique URL, downloading a screenshot of it, or downloading its filtered data. A Chatter post provides an image and a link to the asset—lens, dashboard, or app—in CRM Analytics. Colleagues with the link and access to the asset can drill down and explore the information that’s presented. To share without giving access to the asset, use the download options.