Welcome to part 2 of this thrilling blog series! For this blog, we’re going to be building a dashboard using the dataset we created in Part 1
Firstly, let me just say that Einstein Analytics is pretty cool. I’m sure we’ve all seen bar charts, pie charts etc. flying around and changing right in front of your eyes with a single click of your mouse. But Analytics offers much, much more than moving bars! NOTE: Einstein Analytics was previously called Wave Analytics.
Analytics can help you and your business go down to the most granular detail that you thought wouldn’t have been previously possible. Now, not only can you see the number of middle-aged men buying a (mid-life crisis) Lamborghini, but (assuming you capture these details) you can see how many of them are buying from the inner-city area, how many have 3+ kids and even see how many have the number ‘6’ in their phone numbers. With all that you can combine them! Then you’ll see how many middle-aged men, living in the city with 3+ kids that have a ‘6’ in their phone number buy your Lamborghinis! WOW!
This is now all possible with Einstein Analytics. But with great Analytics comes great setup (I’m sorry for that). Analytics is not the easiest feature to set up and can be a bit time consuming, especially if you’re new to it. But the payoff can be huge, and everyone will love your flying bars/donuts.
If you’re looking to get into Analytics but think “But I’m not a developer, I thought this required code.” Then think again. With Analytics being out for quite a while now, Salesforce have made quite a few changes to allow non-developer folk (like myself) able to use most of the features. NOTE: There are still a few things that may require a developer, but most use cases can be completed without code.
Let’s get started building a basic dashboard showing some opportunity data.
In the top right corner, there is a ‘Create’ button. Click it then click ‘Dashboard’. This will bring up a few templates that we can use to build our dashboard but for this example, we’ll start from scratch so pick the ‘Blank Dashboard in the Dashboard Designer’. I recommend looking at the other templates at some point, so you can familiarise yourself with what each design has to offer.
Welcome to the dashboard builder!
A quick rundown of where things are. On the left side of your screen are the ‘widgets’. Simply put, widgets are dashboard components. You click on and drag these out onto the blank squares depending on which component you wish to have. Under the aqua bar near the top, you can rename your dashboard, save it, preview it and more. The right side will give you customisations options for each of your widgets.
For this dashboard, we’re just going to build a bar graph to show our opportunity amounts at each stage of your sales process with some filters. This will give you an idea as to how this works and you’ll be able to expand on it further. So first we need a bar graph. Click and drag the small chart icon at the top of your widgets panel to an empty square. Now on the widget click ‘Chart’. This will bring up your datasets. We’ll use the dataset we created so click on that.
This will bring up a single bar in a horizontal bar graph. This shows you the number of opportunities in your system. Now we’re going to group these by stage. Click on the ‘+’ underneath Vertical Axis on the left side of the screen then click the ‘Stage’ dimension. Now you can see how many opportunity records there are at each stage. Next, click the ‘Count of Rows’ under Horizontal Axis then click the ‘Sum’ tab then ‘Amount’. Then Click Done. Just like that, you can see the total amount of money in each stage!
That’s all well and good but maybe we don’t want to see it for all time. Maybe we want to see only last years, or there is a particular time frame that we wish to see. For that, we’re going to add a ‘Date’ widget. Back at the dashboard builder click and drag the ‘Date’ widget (little calendar symbol). Now click on ‘Date’ and select the ‘Created Date’ field.
You’ll have a ‘New Date Widget’ now but it doesn’t seem very useful at the moment. Expand the box to a 5×5 square and you’ll now be able to select an absolute timeframe and a time relative to now. Don’t forget you can customise the widget by selecting options on the right side (also probably best to change the title of the widget).
One final thing, we’re going to filter the records based on certain stages. Back to the widgets, click and drag the ‘List’ widget (three horizontal lines) and as always, click on ‘List’. Select the field that you wish to list (in this case it is ‘StageName’). That’s it. Again, you can customise this widget to change its name, how it looks and so on.
That’s it! You’ve created your first dashboard on Analytics. Obviously, there is a lot more customisation that we can do but hopefully, you at least know the basics and can expand on that knowledge to get more insightful data for some awesome analytics. Go preview your newly created dashboard and watch the graphs change as you click on the different stages or change the dates. You have to admit, it looks pretty cool seeing the graph change as you want it to.
Good luck and have fun analysing!