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Get a snapshot of your key sales data.
View upcoming tasks and campaigns at a glance.
Identify the most critical follow-ups to drive sales success.
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Dashboard Details:
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Key Sales Data: This section highlights the total number of Media Campaigns, the number of currently open Campaigns, the average Win Rates, and the Total Revenue. For example, if you filter the dashboard by Campaign Owner, you will see metrics specifically for that user's Media Campaigns.
Revenue Timeline & Revenue by Stage: See your how your booked and pipeline revenue developed during the year and how your current revenue is divided by Media Campaign Stage
Advertiser Stats: See your highest revenue advertiser accounts & which ones have little or no tracked activities.
Media Campaign & Task Overview: See your upcoming Media Campaigns, which have not yet started as well as pending tasks. To view this for a specific user, add a Campaign Owner filter.
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Revenue Timelines: Tracks revenue performance over time, highlighting key growth periods.
Y2Y Growth: Compares year-over-year revenue metrics.
Industry and , Channel & Legal Entity Performance: Identifies the top contributors to revenue by industry and channel.
Total Revenue by Advertiser & Product
Revenue Breakdown: The total achieved revenue per Year / Quarter
3. Sales Goals Overview
Monitor all sales goals and track progress at an individual owner level.
Use the Reach Contribution tab for insights into what contributed to achieving goals, including media campaigns, advertisers, and products.
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Sales Goal Progress: Displays goal completion percentages and targets.
Individual Owner and Goal Filters: Allows filtering by sales reps to focus on personal or team objectives or filter for one specific Goal, to dive into full details.
Avg Goal Reach Contribution: Breaks down the key drivers of goal achievement, such as specific advertisers or product categories.and Forecast: See at one glance how much of the Sales Goals is already reached & based on the performance up until now, how much is expected to be reached until end of goal runtime.
Sales Goal Contribution tab: Break
4. Third-Party Delivery Import Template
Easily import third-party delivery data to enrich your analysis.
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This template will help you connect external data sources or manually import external delivery data, via CRM Analytics datasets and then match it with your Campaign Items via the AdId
You can further enhance this, to even update your Campaign Items directly, and save back the numbers
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Template Details:
Delivery Data Integration: Maps third-party delivery information to ADvendio campaign records.
Customizable Fields: Allows for the addition of custom delivery metrics.
Error Logging: Highlights any data discrepancies during import for quick resolution.
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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.
For further information, also visit:7.9 Set up Einstein Analytics
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Post-Installation Configuration
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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.
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CRM Analytics Plus takes your Dashboards to next level
ADvendio Extension, with ready to use templates
Can be dynamically embedded and further customized, with only a faction of the efforts
What?
Sales Home Dashboard
View your key sales data, upcoming tasks and campaigns, find at one glance what are the most important tasks to follow up
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Revenue Trends and Overview
See how your current business is going. Discover Revenue timelines and trend, Y2Y growth, which industries, channels and products perform best.
Sales Goals Overview
See all sales goals and check which are on track. Filter down for individual goal owners
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Reach Contribution tab, gives key insights what contributed to reaching a goal, which media campaigns, advertisers or products.
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Third Party Delivery Import Template
How to Install?
Salesforce CRM Analytics is required
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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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