© The Author(s), under exclusive license to APress Media, LLC, part of Springer Nature 2024
J. YuGetting Started with Salesforce CRM Analyticshttps://doi.org/10.1007/979-8-8688-0479-3_7

7. Exploring Dashboard

Johan Yu1  
(1)
Singapore, Singapore
 

If you have a Salesforce background, CRM Analytics offers a more advanced and interactive dashboard compared to Salesforce’s standard dashboard. Faceting in the CRM Analytics dashboard offers your users the ability to analyze and drill down data easily and quickly.

In addition to having chart widgets, adding a table widget to the dashboard to show record-level details is very useful for users exploring data. Data in the chart and table will automatically be filtered when a selection is made on other charts. ...

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