By UATeam in Salesforce Einstein —

Salesforce Einstein Analytics Dashboard Example: A Step-by-Step Guide

Salesforce Einstein Analytics (now called Tableau CRM) is a powerful analytics platform that enables users to visualize, analyze, and act on their Salesforce data. With dynamic dashboards and actionable insights, Einstein Analytics empowers businesses to make data-driven decisions.

This guide walks you through creating an Einstein Analytics dashboard to monitor sales performance.

What Is Salesforce Einstein Analytics?

Einstein Analytics, now Tableau CRM, is a cloud-based platform for advanced analytics. It:

  • Visualizes Salesforce data with interactive dashboards.
  • Integrates with external data sources.
  • Enables predictive analytics using AI-powered insights.

Einstein Analytics Dashboard Example

Objective

We’ll create a dashboard that visualizes:

  1. Opportunity revenue by stage.
  2. Top-performing sales reps.
  3. Monthly revenue trends.

Step 1: Set Up Einstein Analytics

  1. Access Einstein Analytics:
    • Navigate to App Launcher → Search for Analytics Studio → Open it.
  2. Create a New App:
    • Click Create → App → Select Blank App.
    • Name the app (e.g., Sales Performance Dashboard).
  3. Add a Dataset:
    • Import the Opportunity dataset by clicking Create → Dataset.
    • Connect to Salesforce and select the Opportunity object.
    • Complete the data import.

Step 2: Create a Dashboard

  1. Navigate to Dashboards:
    • Go to Analytics Studio → Create → Dashboard.
  2. Choose a Blank Dashboard:
    • Start with a blank template for flexibility.

Step 3: Add Widgets to the Dashboard

1. Revenue by Stage

  • Objective: Visualize revenue distribution across opportunity stages.
  • Widget Type: Donut Chart.
  • Steps:
    1. Drag a Donut Chart widget to the canvas.
    2. Select the Opportunity dataset.
    3. Group by StageName and sum the Amount field.
    4. Add a title: Revenue by Stage.

2. Top-Performing Sales Reps

  • Objective: Highlight sales reps with the highest opportunity revenue.
  • Widget Type: Bar Chart.
  • Steps:
    1. Drag a Bar Chart widget to the canvas.
    2. Select the Opportunity dataset.
    3. Group by Owner.Name and sum the Amount field.
    4. Sort by descending order of revenue.
    5. Add a title: Top Sales Reps.
  • Objective: Display revenue trends over time.
  • Widget Type: Line Chart.
  • Steps:
    1. Drag a Line Chart widget to the canvas.
    2. Select the Opportunity dataset.
    3. Group by CloseDate (monthly granularity) and sum the Amount field.
    4. Add a title: Monthly Revenue Trends.

Step 4: Customize Dashboard Appearance

  1. Add Filters:
    • Drag a Filter widget to allow filtering by Region or CloseDate.
    • Link filters to all widgets for dynamic updates.
  2. Adjust Layout:
    • Arrange widgets to ensure clarity and visual appeal.
    • Resize charts for better visibility.
  3. Add Dashboard Title:
    • Click the header area and add a title: Sales Performance Dashboard.

Step 5: Save and Share the Dashboard

  1. Save the Dashboard:
    • Click Save → Name it (e.g., Sales Performance Dashboard).
    • Save it under the Sales Performance app.
  2. Share the Dashboard:
    • Set sharing permissions to allow relevant users or teams to access the dashboard.

Step 6: Test and Analyze

  1. Test Filters:
    • Apply different filters to ensure they work across all widgets.
  2. Review Insights:
    • Analyze the revenue breakdown, top sales reps, and monthly trends.
  3. Refine:
    • Adjust widget settings or add additional data as needed.

Benefits of Einstein Analytics Dashboards

  1. Real-Time Insights:
    • Provides up-to-date information for better decision-making.
  2. Customizable Visuals:
    • Tailor dashboards to specific business needs.
  3. Interactive Features:
    • Enable dynamic filtering and drill-down for deeper analysis.
  4. Scalable Analytics:
    • Integrate Salesforce and external data for comprehensive reporting.

Best Practices for Einstein Analytics Dashboards

  1. Keep It Simple:
    • Focus on the most critical KPIs to avoid overwhelming users.
  2. Use Filters Wisely:
    • Allow users to customize their view without cluttering the dashboard.
  3. Optimize Data Sources:
    • Ensure datasets are clean and well-structured for accurate insights.
  4. Test Before Deployment:
    • Validate dashboards with test data to ensure functionality.

Conclusion

Salesforce Einstein Analytics dashboards offer a powerful way to visualize and interact with your Salesforce data. By following this example, you can create a customized dashboard to track sales performance effectively. With its flexibility and advanced features, Einstein Analytics empowers teams to turn data into actionable insights.