1. 5 Steps to Killer Einstein
Analytics Dashboards
Carl Brundage
@carlbrundage
Certified Technical Architect & Salesforce MVP
2.
3. Goals
Walkthrough Einstein Analytics Dashboard creation
Demonstrate key ways to make it:
• Engaging
• Insightful
• Actionable
Share Keys to Success for rolling out Analytics
4. Building Indispensable Dashboards
Know Your Audience
• Understand business goals
• Identify specific questions to answer
• Define and prioritize key performance indicators (KPIs)
Step 1
5. Executive
Goals
• Meet revenue growth and customer satisfaction targets
• Reduce fear and increase trust
• Expand scope of employee autonomy
Frustrations
• Lag time of information & time to answer 2nd/3rd level
questions
• Multiple version of the truth – everyone has their own
spreadsheet
• Lack of actionable information at the employee level
Persona
“I need to know the
pulse of the business
at a moment’s notice.”
6. Building Indispensable Dashboards
Know Your Audience
Pick the Right Visualization
• Identify the key takeaway from the chart
• Choose the visualization that highlights it – Einstein can help!
Step 2
7. Building Indispensable Dashboards
Know Your Audience
Pick the Right Visualization
Data Mashup
• Identify data that complements or enriches analysis
• Think outside the dataset
• Salesforce and external sources too
Step 3
8. Building Indispensable Dashboards
Know Your Audience
Pick the Right Visualization
Data Mashup
Actionable Insights
• Act directly from analytics results
• Link directly into business workflow
• Create custom actions tied to specific insights
Step 4
9. Building Indispensable Dashboards
Know Your Audience
Pick the Right Visualization
Data Mashup
Actionable Insights
Analytics Everywhere
• Mobile-ize!
• Embed where the users are
• Provide contextual insights
Step 5
10. Keys to Success
Involve end-users early and often
• Ask users what they like
• Encourage demo/white boarding to describe how they use the dashboard
Iterate to improve
• Users will have more feedback after working with live system
• Leverage new product features (3x releases per year)
11. Helpful Resources
Read “Transforming Data to Insights” by Salesforce UX team
Attend Analytics Customer Campfire Mini-Series
Connect with Einstein Analytics group in the Success Community
12. • Build and Administer Analytics
• Explore with Analytics
• Accelerate Analytics with Apps
Trailhead Analytics Trails
13. GET THE ANALYTICS EDGE
Learn Einstein Analytics and enter to win one of
these prizes!
Sweepstakes runs from 10th July, 2018 at 8:00am PT to 31st August, 2018 at 9:00pm PT. Open to legal residents of the U.S. (incl.
D.C.), Canada (excl. Quebec), India, Ireland, Netherlands, New Zealand, and the U.K. Must be 18+. See official rules.
To Enter:
Earn five Einstein
Analytics badges
by Aug 31
analyticsedge.splashthat.com
for details & official rules
VIP Trip to Dreamforce
Analytics Edge Hoodie
Analytics Socks
