5 Steps to Killer Einstein Analytics

Dashboards
Carl Brundage
Certified Technical Architect & Salesforce MVP
@carlbrundage
Goals

Walkthrough Einstein Analytics Dashboard creation

Demonstrate key ways to make it:
• Engaging
• Insightful
• Actionable
Share Keys to Success for rolling out Analytics
Building Indispensable Dashboards
Step 1

Know Your Audience

• Understand business goals
• Identify specific questions to answer
• Define and prioritize key performance indicators (KPIs)
 Executive
Persona
Goals
• Meet revenue growth and customer satisfaction targets
• Reduce fear and increase trust
• Expand scope of employee autonomy
Frustrations
“I need to know the
pulse of the business • Lag time of information & time to answer 2nd/3rd level questions
at a moment’s notice.” • Multiple version of the truth – everyone has their own
spreadsheet
• Lack of actionable information at the employee level
Building Indispensable Dashboards
Step 2

Know Your Audience

Pick the Right Visualization
• Identify the key takeaway from the chart
• Choose the visualization that highlights it – Einstein can help!
Building Indispensable Dashboards
Step 3

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
Building Indispensable Dashboards
Step 4

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
Building Indispensable Dashboards
Step 5

Know Your Audience

Pick the Right Visualization
Data Mashup
Actionable Insights
Analytics Everywhere
• Mobile-ize!
• Embed where the users are
• Provide contextual insights
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)
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
Trailhead Analytics Trails

• Build and Administer Analytics

• Explore with Analytics
• Accelerate Analytics with Apps
GET THE ANALYTICS EDGE
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prizes!

To Enter:
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Analytics Edge Hoodie
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