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Salesforce Personalization
Using the Personalization Pipeline Intelligence Dashboard

Using the Personalization Pipeline Intelligence Dashboard

Use the Personalization Pipeline Intelligence dashboard to gain insights around the health and usage of your personalization pipeline.

Important
Important Using the Personalization Pipeline Intelligence Dashboard requires assignment of the Personalization Intelligence User license.

The Date Range filter in the upper right-hand corner of the dashboard is global. Modifying this filter changes the timeframe used to display all dashboard metrics.

Request and Personalization Point Metrics

The top section of the dashboard shows total request and total personalization point metrics. You can filter Personalization Request or Personalization Point metrics by personalization type or for a specific personalization point.

Metric Description
Total Personalization Requests The total number of requests serviced by a personalization point or group of personalization points.
Total Personalization Points The total number of unique personalization points serviced over the personalization pipeline.

This section provides a graphical view of personalization request or personalization point metrics based on your selected date range and filter settings. Clicking Total Personalization Requests or Total Personalization Points toggles the graph to show data for that metric over the specified date range and using any selected filter settings.

Image showing the top portion of the personalization pipeline metrics and graphical representation.

Daily Uniques Individual Metrics

The middle section of the dashboard shows daily unique individual metrics. These are individuals whose activity has resulted in personalization service.

Metric Description
Avg. Number of Unique Individuals / Day The total number of unique personalization points serviced over the personalization pipeline.

This section provides a graphical view of daily unique individuals for the specified date range.

Image showing the middle portion of the personalization pipeline intelligence dashboard metrics and graphical represntation.

All Data Table

The bottom of the dashboard provides metrics in a table based on the specified date range and using any selected filter settings.

Metric Description
Personalization Point The name assigned to the personalization point when it was created.
Personalization Point ID An auto-generated ID assigned to the personalization point when it was created.
Personalization Decision The name assigned to the personalization point when it was created.
Personalization Decision ID An auto-generated ID assigned to the personalization decision when it was created.
Personalization Requests The total number of personalization requests serviced by the personalization point within the selected timeframe.
 
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