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Want to learn something new in a certain area? Or are you looking for help on a specific product feature? Use the filters to browse all the content.
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Account Discovery with Cohort Benchmarking
Account Discovery is a new CRM Analytics template in the Spring 23’ release available to Revenue Intelligence customers. Account Discovery is just one feature of Revenue Intelligence for Sales Cloud. As a Sales Leader or Sales
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Bind to ColumnMap
If you are new to bindings aka advanced interactions in CRM Analytics I recognize this title might be slightly confusing, but if you have tried to do measure or group bindings in compact form you will know that the columnMap
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Mortgage Loan Calculator Using Input Widgets
Analytics (CRMA) that allow users to interact with dashboards and input data in real-time. The release of this feature has expanded the range of possibilities for scenario planning and data analysis within
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What-if Analysis with CRM Analytics
Testing scenarios has been the number one goal since day one of computing. One great example of this is Deep blue, the first computer to win a chess game vs the world champion while running all possible scenarios as fast
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Pipeline Velocity – a less common sales metric
Do you provide pipeline velocity within your analytics? That was a question recently presented to us by one of my customers. In the 10+ years I’ve been at Salesforce that was the first time I had heard that question.
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Dynamic Tables in CRM Analytics
In this awesome blog, written by Rikke, we learned about the union statement, and how can use it to create a multi-dataset query to display different data grouped by a common field (in this case, Account) in a stacked bar