Create Sales Analytics Using the Wizard
KPIs at a Glance
It’s time to jump in and create the app. In the Tableau CRM Apps Basics Trailhead module, you did that using the fast Basic creation option. This time, you do it again with the Custom option, which means you get to try out the built-in configuration wizard.
As you work, keep in mind the rules of using the wizard you read in the Tableau CRM Apps Basics module. Your goal: To get Laura a working version of Sales Analytics so she has quick access to KPIs showing her team’s quarterly results.
Start by taking a sec to look at what you created in the Tableau CRM Apps Basics module.
Log in to the org you set up in Tableau CRM Apps Basics. From the App Launcher ( ), find and select Analytics Studio.
Locate My First Analytics App under the Apps area of the page. Click Run App on the right to see the app’s home page.
Remember one of the rules of using the wizard: “Use it to fine-tune your analytics experience.” Put another way, that means there are many aspects of dashboards you can’t change. For example, scroll through the list of dashboards, find the Executive Overview dashboard, and open it. You can be sure that will catch the CEO’s attention, right?
Don't worry if your dashboards look a bit different from the examples here and elsewhere in the Sales Analytics trail. The basic elements of the dashboards should be the same even though the data may differ.
The wizard doesn’t let you change the top part of this dashboard. In fact, many Sales Analytics elements can’t be changed by the wizard selections. Remember: We’ve prebuilt Sales Analytics and all the other Tableau CRM apps to make analytics easy, right out of the box, with little effort on your part.
That said, some things are under your control through the wizard. Let’s have a look at an example.
What You Can Change With the Wizard: An Example
Have a look the Sales Performance dashboard, one of the dashboards for the sales ops team. Laura can use it to help her and the team understand which customers might be good candidates for upsell or cross-sell to help make quota. Here’s what the top of it looks like:
Now have a look at the wizard.
- In Analytics Studio, click Create in the upper right and select App.
- Scroll through the templates, find Sales Analytics and select it. Click Continue.
Note: Be sure to select Sales Analytics and not another template, otherwise you may not be able to create an app.
- On the app preview page, click Continue.
- Select My First Analytics App, click Continue.
- Give the compatibility check a few seconds to run. Then click Looks good, next.
- Now instead of Basic, which you selected the first time you create the app, select Custom. That opens a screen that lets you add objects to your app. We’ll come back to that in a minute; for now click Looks good, next.
Have a look at the first two questions, which ask how you want to segment customers. The Sales Performance dashboard uses those answers to determine what goes in some of the filters across the top. Here are the wizard questions (on the left) and the dashboard filters (on the right).
See how Account Type and Industry in the wizard end up as filters in the dashboard? The other filters across the top can also be changed by the wizard, as can some filters in other dashboards. To see details about how to control dashboards with wizard selections, see the Sales Analytics Dashboard guide listed in the resources section at the end of this unit.
Close the wizard by clicking the X in the upper right corner.
Create Sales Analytics: Get the Wizard Answers Just Right
This time, you use the Custom option to vary the default settings and use the wizard. To keep it simple, we’re only going to change a couple of settings. You’ll get a feel for how the wizard works and how to use it in your own org. And you’ll see that your answers to the wizard questions really do matter!
- In Analytics Studio, follow the steps to create Sales Analytics again, like you did in the last section. That is, click Create, select App. Then select Sales Analytics and click Continue twice.
- Select Create a brand new app. Click Continue. After the compatibility check runs, click Looks good, next, then Custom and click Looks good, next.
- This brings you to the page we looked at a moment ago that lets you add objects to your app with Products and Cases preselected. When Tableau CRM runs the compatibility check, it looks for the objects you see on this page. We’ve included Products and Cases in your special Developer Edition org, but not the other objects (which are grayed back here). You can deselect them, but let’s leave them—you know that DTC uses data about products to measure results. And it sounds great to see customer service cases data with your sales data. So leave them as is and click Looks good, next. In your own org, you can add other objects to your app here, but we only want Products and Cases for our example app.
- You see the first page of the wizard. Go to the first question, about the first field to use to segment customers. It has Account Type—but you’re going to try something a little different: You know that Laura usually likes grouping customers according to the segment. So look for Segment in the answers to the first question and select that. Leave Industry in the second question, like this.
- Click Looks good, next, and move on to questions about the Opportunities object. Open the list of answers to each question one at a time and scroll through them. You should be able to tell that very few of the choices would work. For example, the first question asks about total amount of the opportunity, and the default selection is Amount. The other possibilities—Expected Amount, Probability, and Quantity—clearly aren’t right. That’s an important wizard rule in action: that only some answers make sense.
- On that page, go to the question about the field that indicates an opportunity is new business (not the question that asks about segmenting sources for new business.) You see that the default answer is Opportunity Type. But you’re feeling confident and want to try something different, so select Opportunity Source.
- Click Looks good, next a few more times to move through the rest of the wizard. As you do that, keep your eye out for one question you should know about: “How would you like to control data visibility in Sales Analytics?” Your answer controls data security in your app. Choosing the default lets Laura and other users view the data they own as well as the data owned by the people who work for them. In other words, it uses the standard Salesforce Role Hierarchy for data security. Leave that as is for now, but if you ever need to change data security for a particular app, this is the place to start. You can learn more about Salesforce Role Hierarchy in the document listed in the Resources section at the end of this unit.
- When you get to the Name your app dialog, type in
Analytics for Sales Managersand click Create.
Sync Sales Analytics Data with Trailhead Data Manager
We interrupt this unit with a one-time-only set of instructions that you must complete to get the special Developer Edition of your app working correctly.
You just created your Sales Analytics app. Now it’s time to run the Trailhead Data Manager, which we introduced in the Tableau CRM Apps Basics module. For Trailhead only, this step brings the right data into your app so you see meaningful data in dashboards.
- In Analytics Studio, click the app picker at upper right and select Trailhead Data Manager. You may have to scroll down to find it.
- On the Trailhead Data Manager home page, check if you need to refresh your data. If the page says that your data is up to date, you’re all set. If the page says that your data is not refreshed, click Refresh DTC Data. Refreshing the data can take a few minutes.
- Go back to Analytics Studio.
- Click Data Manager in the left panel. (You’re opening the Tableau CRM Data Manager, not to be confused with the Trailhead Data Manager.)
- In the Data Manager, click Connect in the left panel.
- On the SFDC_LOCAL row, open the dropdown next to "Not scheduled," and click Run Now.
- Click Monitor in the left panel, and wait for the data syncs to complete. Click the refresh button a few times until you see the status change from Queued or Running to Successful for all jobs.
- After all of the data syncs are finished, click Dataflows & Recipes in the left panel.
- Locate Analytics for App Managers eltDataflow, open its dropdown, and select Run Now.
What a Difference a Few Answers Make
- Click the app picker icon at upper left and select Analytics Studio.
- Click All Items in the right-hand column, then the Apps tab.
- Click Analytics for Sales Managers to see all the app’s assets, including dashboard, lenses, and datasets.
- In the search bar at the top, enter
Sales Performance. Then open the Sales Performance dashboard to see what you did.
The first version had Account Type and Industry filters at the far left. The second has Segment and Industry filters instead.
Just to see how the dashboard works, open the Segment filter to look at a list of DTC’s various market segments. Choose SMB and click Apply. Now you can look at just accounts in the small-medium business segment. To go back to the dashboard in its original state, click the reset button above the dashboard.
Now go to the My First Analytics app and open the Sales Performance dashboard. Open the Account Type filter, which lets you select only from between Customer and Partner.
It’s a subtle, but important change. Laura can now filter all the performance dashboards exactly the way she wants—looking at all the data according to segments.
Previously, filters gave Laura a choice between looking at customers or partners, that is customer types, and she wanted to see a breakdown of customers. The new Segment filter shows sources of business broken down according to DTC’s market segments—exactly what she wants. Nice!
Now, let’s look for the results of the other change you made: Selecting Opportunity Source instead of Opportunity Type. Look at the filters further to the right. One of them is now called Opportunity Source. Go back to My First Analytics App and open the Sales Performance dashboard. The filter in the same location is called Opportunity Type. You can see the same change to all the other performance dashboards (by geography, by source, and so on), and other dashboards, too. One small change made a difference, right?
We deliberately made this simple, to help you get Laura what she wants fast. Likely, when you use the wizard to create your own app, it will take a little more thought and effort. But you get the idea: the wizard guides you through the process and tries to eliminate as much complexity as possible.
Clean Up: Delete the First App
- Select the Analytics Studio tab, find My First Analytics App, and click Run App.
- Select the icon at upper right, and click Delete.
- Confirm that you want to delete the app.
- Repeat this for all other apps you might have created, except Analytics for Sales Managers. You want to have a clean org with only one app before you move to the next unit.
But for now, you’re happy, and Laura and the CEO should be ecstatic! It’s time to switch from coffee to champagne!
One More Thing: No Quotas
But wait! You decide to check dashboards that show how the sales team is doing against its quota. You go to Analytics Studio, run your app, and open the Company Overview dashboard. But...
You can see the forecast, but you can’t see how your team’s doing against its quota! Oh no! You forgot that you store and track data about the sales team’s quotas in a tool outside Salesforce. For the moment, your bubble bursts, but never fear: You’ll learn how to import the data into Sales Analytics in the next unit.
Thinking back to not so long ago, you remember how long it used to take to get all this data, and the form it used to take—a boring-looking set of reports. But now that you have Sales Analytics, Laura and the CEO can quickly get all DTC’s KPIs in one place and look at everything in snappy, interactive dashboards. And you got there with just a few quick runs through the wizard.
Of course, you’ve only done that with a few dashboards. But you can see just how fast and how intuitive the process can be, as long as you take a step-by-step approach and remember a few key rules when using the configuration wizard.