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Learn What You Can Do with CRM Analytics
Introduce yourself to the CRM Analytics way of data exploration.
- Explore and Visualize Your Data Interactively
Data exploration is an iterative process. It typically involves these steps: view, explore, refine, save, and share. - Collections of Data in CRM Analytics
CRM Analytics collects and organizes your data in datasets, lenses, dashboard, and apps. These collections, also known as “CRM Analytics assets,” represent levels of data refinement—from raw data that’s uploaded from your source systems to highly curated, packaged views of your data. - Data Exploration Concepts
As you learn how to explore and visualize your data, it’s helpful to review key concepts such as visualization, measure, and dimension. - What Is a Dashboard?
A CRM Analytics dashboard is a collection of widgets that work together to tell a data story from multiple angles. Depending on what you want the dashboard to show or how to behave, you can add different widgets, such as key performance indicators, charts, tables, filters, and images. - Key Elements of a CRM Analytics Dashboard
A dashboard isn’t just for reading. It’s for carrying on a conversation based on one or more datasets that matter to your company. Don’t only look at the pictures—use the tools on the dashboard to dive deeper into the data that you care about. Go ahead, click around, and explore! - Query Your Data to Know Your Business
It’s great to have a gut feeling about how well your business is doing. However, before you take action, test the feeling against your data. Ask your data questions.

