How to Embed CRM Analytics Dashboards on Your Website

How to Embed CRM Analytics Dashboards on Your Website

When we integrate analytics into business processes, we can connect multiple data sources, view or edit reports and dashboards, and toggle features for end users. We can also customize our actions based on customer interactions with dashboards and visualizations. This is known as embedded analytics. Companies are taking advantage of this and putting the dashboards […]

Using CRM Analytics Dashboards to Modernize Your Sales Metrics

Using CRM Analytics Dashboards to Modernize Your Sales Metrics

I was chatting with my team recently and the topic of sales metrics came up and why CRM Analytics for sales is so important. We were discussing the most valuable metrics to track as indicators of sales performance and what we’ve seen most effectively done, both internally and across our dozens of Analytics customers. Some […]

How to Get the Most Out of Salesforce Event Monitoring

How to Get the Most Out of Salesforce Event Monitoring

As your Salesforce application expands and matures, it’s common for administrators to experience growing pains. As the list of integrations, flows, and user types grows, it can be hard for Salesforce managers to identify problematic pages and other areas of improvement. One add-on that can provide a whole new dimension of system analytics is the […]

5 Big Takeaways from Tableau Conference 2022

For the first time in over two years, the Tableau #datafam was back together in person for Tableau Conference 2022 (aka TC22). The annual conference, traditionally held in the fall, shifted to spring for 2022. Here are my five biggest takeaways from the week in Las Vegas. Get Ready for more Tableau Cloud (formerly Tableau […]

Going Beyond Creating an Anonymous Leaderboard – Part 2

Going Beyond Creating an Anonymous Leaderboard-Part 2

In the first part of this series, we discussed developing an anonymous leaderboard at the individual contributor level. We created a bar chart that caused the dashboard to show the user who was viewing the dashboard their information, and make everyone else in the leaderboard anonymous. If you haven’t read part 1, check it out […]

March Madness: Rating NCAA Basketball Teams with Einstein Discovery

March Madness raiting NCAA basketball teams with eistein discovery

Ah, March. Winter’s icy grip is fading; spring is just around the corner; and the sights and sounds of college basketball are quickly approaching. Who doesn’t love a little March Madness? In Spring 2020, Atrium’s Data Science team asked a question: what if we used Einstein Discovery to build a model to identify the best […]

The Most Intelligent Ad Sales Tech Stack for Your Sales Team

The Most Intelligent Tech Stack for Ad Sales

In today’s world, advertising and technology go hand-in-hand. From custom sponsorships to catered targeting, unique advertising offerings and vast media channels make a playground for advertisers. Because of this, the back-end technology that fuels ad sales teams is so important in order to keep up with an ever-changing, fast-paced industry. Whether a company is just […]

Analytics Isn’t Hard! Jason Little On Solving the Last-Mile Problem

Salesforce analytics leader Jason Little has been in the data space throughout his entire career. Formerly at companies like Oracle and MongoDB, he’s seen firsthand the industry’s attempts at centralizing massive amounts of data. He discussed the necessary shift in focus toward the end user experience rather than on technical problems, his predictions for the […]

How to Create an Anonymous Leaderboard in Tableau CRM – Part 1

One of the most common questions I get asked when designing dashboards is, “How can I include a leaderboard in Tableau CRM so my sales reps can see how they rank among their peers?” My response is always, “That’s easy! All you need to do is create a bar chart.” The customer almost always comes […]

Tableau Conference 2021 is Over — Here’s What You Need to Know

What are some of the themes you saw come out of TC21 this year? The umbrella term to encompass it all is the Tableau Economy, which consists of customers, individuals, Tableau partners like Atrium, and technology. That might sound dry on the surface, but it’s these core ingredients that make it exciting: The #DataFam — […]