What insights are possible?
Several pre-defined high-level dashboard samples are included:
- 1. Leads Capture & Conversion - Understand leads generated from marketing activities, current status, and how quickly sales are converting to opportunities.
- 2. Opportunity Trends & Pipeline - Identify open opportunities and their current stage, which are likely to close and how well sales teams are converting to wins.
- 3. Sales Activities & Engagement - Highlight leads and opportunities which need immediate follow up and understand overall engagement trends across sales.
- 4. Case Overview & Trends - Understand overall customer service position across all open cases and case trends.
- 5. Case Management & Resolution - Get a pulse check on how efficient the service team is at case resolution and highlight any long running open cases for prioritization.
- 6. Accounts with Cases - Identify which accounts have open cases and which need immediate focus.
These 6 dashboards are accompanied by 5 supplemental detail dashboards with pertinent drill information. The dashboards have been organized by relationship to one of the 6 primary dashboards. (For example, dashboards related to "1. Leads Capture & Conversion" will have titles following this pattern "1_a" "1_b").
❕ Required Constant Values are configured during the Installation process
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Connection: In the manifest.lkml file, update the value of the CONNECTION_NAME constant.
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GCP Project: The GCP project name where the Salesforce reporting dataset resides in BigQuery (not project id).
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SFDC Dataset: The deployed Cortex Data Foundation _REPORTING dataset where the Salesforce views reside within the GCP BigQuery project.
- Deployment of Cortex Data Foundation within BigQuery is required to leverage these analytics dashboard samples
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