Quick tips for leveraging CRM Analytics efficiently

If you are looking for some interesting tips and tricks in the CRMA dashboard, then you’re in the right place.
In this blog, you will understand how to create a pie chart using just measures, and how you can create a dynamic card layout using the Repeater widget.
Are you ready? Let’s deep dive into it.

Pie Chart with Multiple measures in CRMA dashboard

Have you ever gotten stuck while creating a pie chart with only measures? If yes, then you are in the right place. After reading this blog, you will realize that it’s not just a dimension that can segment the chart but measures too.

Usually, segments in the pie chart are created using dimensions, and segment size is determined by a measure. But what if we want to create a pie chart or pie only using measures.
To know the answer, read this blog till the end.

Let’s understand this with the example.

Suppose we have three measures that include the number of active COVID cases in the USA , India and Canada.

Active Covid Cases Comparision-Tips and Tricks TCRM

To get these on a single pie chart, we might need to use SAQL to create buckets.

Query and Result-Tips and Tricks TCRM

Now run this query and go to chart options and select pie Chart.

Active Covid Cases Comparision-Pie Chart-Tips and Tricks TCRM

You will be able to see your pie chart which is segmented by each country USA, India and Canada which has been bucketed under a common field ‘Bucket’, and its distribution size is determined by Total Active cases.

If you want to convert your pie chart to a Pie chart, perform the following steps these steps:
Go to chart Formatting → pie Chart → Center Size → 0%

Active Covid Cases Comparision-Pie Chart Type 2-Tips and Tricks TCRM

Also Read: Data Management using CRM Analytics Joins

Customize your data with Repeater

Tables are indeed an amazing way to organize and present data clearly. But often we find that they’re not as flexible or compelling as other types of visualization. This is because the tables and their cells have limited options for display and styling.
But you don’t have to worry anymore because recently the Repeater widget introduced in CRMA provides the layout flexibility of dashboards and the styling capabilities of widgets, all powered by a query.

We can create dynamic card layouts using the Repeater widget to visualize data in a whole new way. It can be used to show select fields from a query in a scrollable list in your dashboard. We can customize the layout of text, numbers, charts, and images in a Repeater widget, and one can scroll through a stylized view of query data.

Watch this video to learn more about Repeater widget :

Since you have watched the video, now you can easily follow the steps to create the sales leaderboard using a Repeater widget.

To create a Repeater widget, add one to your dashboard, and then add a query. For better results, use grouping in your query, such as a compare or pivot table.

Repeater Widget-Step 1-Tips and Tricks TCRM

Next, add and arrange text, numbers, charts, and images. Click on ‘Done’ once done.

Repeater Widget-Step 2-Tips and Tricks TCRM

There is always an option to go back and make any changes with the Edit Repeater Content.

Edit Repeater Content-Tips and Tricks TCRM

You can also modify the card style and selected card style. Apart from this, you can set the cell spacing, row height, and column numbers for the repeater.

Table Styling-Tips and Tricks TCRM

For each data row in the query, your customized layout repeats in a scrollable list in your dashboard. You can add the items per row and also adjust the cell padding.

Customized Layout 1-Tips and Tricks TCRM

As you can see in the screenshot below, Revenue Target, Percentage of calls, and owner name are displayed for each country despite us adding the information just for one. So basically, our content is repeated not by us, but by the repeater.

Customized Layout 2-Tips and Tricks TCRM

Thought Leadership