Getting started with B2B Marketing Analytics can be overwhelming. As marketers, our success story is heavily reliant on the data. This series aims to demystify Salesforce’s Einstein Analytics for Marketers, taking you through how I get my clients up to speed, including creating datasets, lenses and dashboards and understanding how to leverage the data. Let’s help you get up to speed, so you can leverage B2B Marketing Analytics to tell your success story and take data-driven actions to maximize your sales and marketing efforts.
If you’ve been following along this series, we have learned how to create datasets, how to join and manipulate more than one dataset, as well as create a visualization leveraging a dataset. Up to this point, we want to take that work and create a set of visualizations, this is called the dashboard.
What is a Dashboard?
A dashboard is defined by Salesforce as a curated set of charts, metrics, and tables based on the data in one or more lenses. A dashboard is a group of charts, where as a chart can also be referred to as a lens, is a singular visualization. The chart is housed within the dashboard. You’re essentially creating a bunch of charts (also known as lenses) and combining them in a dashboard.
Tips Before we Start:
1. Pick the right template: There are currently 10 to choose from. They provide you with ways to arrange your data, or you can choose the blank dashboard. When you are just starting out, try starting with a blank dashboard, it’s a great way to get familiar with the different types of dashboard components.
2. Build your lenses.
3. Use widgets and filters.
a. They allow you to create different containers for your data. You could create a quick summary in number form, or use a chart, or add a filter for the end-user.
4. Preview, test, and finalize
How to Create a Dashboard
- Navigate to the dashboards page. Then click create > click Dashboard.
- Select the type. For this example, I’ll create a blank dashboard.
For this example, let’s start with a blank dashboard, so we can add our charts.
How to Create a Chart
1. Drag the chart widget to the dashboard.
2. Hover over the component > click chart.
3. Select your dataset. For this example, I am going to use the dataset we created, Email Templates and Campaigns.
4. Then it will prompt you to create a lens with the dataset. So you’ll want to create your filter and groups. As a reminder, here are the steps to create a lens.
a. Select your chart type (visualization)
b. Segment by: chose your metric.
c. Then segment by: Chose your group. Ex: Name
d. Click done. Your visualization will be added to your dashboard. You can increase or decrease the size of your component so the data will fit.
e. Add a title.
When you’re done, you should have a chart component on your dashboard. Remember to resize and name your component.
Summary and Best Practices
At this point, if you have been following along in the series, you have learned how to set up the out-of-the-box features, create custom datasets, join and manipulate datasets, create lenses, and create a dashboard. With the use of B2BMA, it can really help marketers answer the questions they need to make data-driven decisions.
My recommendation when getting started, go in with a specific question. The tool has a lot of data and can be intimidating when you start. So, start by answering 1 question. If you’re creating a team dashboard ask your team members 1 question each they’d like to be answered, and start with those questions.
B2BMA is included in specific packages if you don’t have it reach out to your account executive. For help in getting started, reach out to us here, for a complimentary consult, we’d love to help!