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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.
Salesforce Administrator Bootcamp Read More »
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.
Pipeline Velocity – a less common sales metric Read More »
Lately, I’ve been tasked to build some new dashboards, getting my hands dirty so to speak. I thought I would share one of the use cases I’ve worked on as it involves SAQL and dates. It’s often something I get
A SAQL use case with dates Read More »
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
Account Discovery with Cohort Benchmarking Read More »
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
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
Mortgage Loan Calculator Using Input Widgets Read More »
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
What-if Analysis with CRM Analytics Read More »
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
Dynamic Tables in CRM Analytics Read More »
Last week while in London I was asked the question if it was possible to have pages on tables as this would be helpful for tables with large results. Out of the box, no this is not possible – at Account Discovery is just one
Tables with pages using SAQL offset Read More »