Lead Dashboard with CRM Analytics

CRM Analytics, Data Analytics, Jungo, Mortgage CRM, Salesforce, Tableau CRMLeave a comment

In previous articles, we discussed the basics of CRM analytics, how to build dashboards with CRM analytics and demonstrated a sample dashboard built within the platform. Here, we can see a sample Lead dashboard created to get interactive views of the business data.   The dashboard basically contains four widgets representing four different information out…

Build Dashboard with CRM Analytics

Business Intelligence, CRM Analytics, Data Analytics, Einstein Analytics, Jungo, Mortgage CRM, Salesforce, Tableau CRMLeave a comment

CRM Analytics dashboard continuously monitor key metrics of business, analyzing the results by key dimensions, like region, products, amount etc. The charts built within the dashboards are interactive and real time. Information is presented in an easy to read format. CRM analytics dashboards provide many ways to display any type of information like charts, map…

Basics of CRM Analytics

CRM Analytics, Einstein Analytics, Jungo, Mortgage CRM, Salesforce, Tableau CRM, UncategorizedLeave a comment

CRM Analytics formerly known as Tableau CRM is a platform which connects data from multiple sources and enables creating interactive views of that data. Its intuitive point-and-click visual interface helps everyone in the org getting immediate access to the powerful data insights derived by means of the various assets. Here we discusses the basics of…