ADvendio Analytics: Next-Level Reporting with CRM Analytics
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Overview
The ADvendio Analytics Plus Extension enhances your Salesforce CRM Analytics with powerful, ready-to-use dashboards and templates. These tools are designed to give you actionable insights with minimal setup, allowing for dynamic embedding and effortless customization.
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The Dashboards and Templates shown, can be found in a dedicated extension package to install: https://advendio.atlassian.net/wiki/spaces/SO/pages/666894337/ADvendio+Package+Extensions#ADvendio-Analytics All Features require the CRM Analytics Platform, for which dedicated licenses are needed |
Key Features
1. Sales Home Dashboard
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Install the ADvendio Analytics Extension:
Access the installation link: ADvendio Package Extensions.
Set Up Analytics Studio:
Navigate to Analytics Studio in Salesforce.
Create a new app and select ADvendio Analytics Templates.
Complete the Wizard:
Follow the guided wizard steps to configure your dashboards and templates.
If you like, you can give your App a custom Name or just use ADvendio Analytics Templates
How to access the dashboards?
In order to view the new dashboards there are plenty of ways.
You can open them directly in CRM Analytics, for this go to the ‘Analytics Studio’ via the app launcher. Select the analytics app created during installation.
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There you can find the individual components.
Dashboards which a preconfigured
Dataset, which contain data from your ADvendio Org, you can build your own diagrams or reports from these datasets, by clicking on them.
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For further information, also visit:7.9 Set up Einstein Analytics
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Schedule Data Sync:
Use the Connector to sync data from your Salesforce records.
Schedule Recipes:
Ensure that recipes are scheduled to run after the Connector sync completes.
Right now 4 individual Recipes are included: SalesGoalsData, MonthlyRevenueReporting, ProductData & ThirdPartyDeliveryDataMonthly
Access Dashboards:
View dashboards directly in Analytics Studio.
Embed Dashboards:
Integrate dashboards into Lightning Record Pages, such as displaying a filtered Account-specific dashboard.
Customization Options:
Modify dashboards and recipes to fit your unique business requirements.
How to Install?
Salesforce CRM Analytics is required
Install the ADvendio Analytics extension, find link here: https://advendio.atlassian.net/wiki/spaces/SO/pages/666894337/ADvendio+Package+Extensions#ADvendio-Analytics
Go to Analytics Studio, Create new app and select ADvendio Analytics Templates
Go through the wizard steps
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After Installation & Customization:
You will need to schedule the Connector to sync data from your SF Records
You will need to schedule the Recipes, ideally after the Connector finished
You can view Dashboards directly in Analytics Studio
You can embed dashboards directly into Lightning Record Pages, to show for example a dashboard for an Account and further filter it
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In order to modify the data used, you can directly modify the Analytics recipes. For this go to the Data-Manager-> Recipes. The Analytics Package uses the following recipes:
ADvendio Analytics Templates ThirdPartyDeliveryDataMonthly
ADvendio Analytics Templates SalesGoalsData
ADvendio Analytics Templates MonthlyRevenueReporting
ADvendio Analytics Templates ProductData
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