As businesses grow, the amount of data they generate increases exponentially. Analyzing this data is crucial for making informed decisions and optimizing business processes. However, visualizing and interpreting large amounts of data can be challenging. This is where CRM analytics comes in, providing businesses with insights into their customer behavior, sales performance, and marketing campaigns.
Tables are everywhere! They’re unequaled as a way to organize and present data clearly. But they’re not as flexible or compelling as other types of visualization. With a table, you’re confined within cells that have limited options for display and styling. The limitations apply to any basic tables, including those in CRM Analytics.
What is a Repeater Widget?
Before we dive into the implementation, it’s important to understand what it is and how it works. A Repeater Widget is a data visualization tool that allows you to display data in a repeated pattern. It is a flexible tool that can be used to display data in a variety of formats, including tables, lists, and charts.
It works by pulling data from a data source, which can be a data set or direct objects. It then displays that data in a repeating pattern, based on the configuration we set it. This allows you to create dynamic and interactive visualizations that can be customized to fit your specific needs.
The intent of this widget is not to replace tables. It’s to provide a new way of visualizing your tabular data. The power resides in the limitless layouts you can build and in the richness of the styling possibilities. It is up to you to decide the position and size of each element that will be part of your repeater layout.
1) Improved efficiency: With a repeater widget tool, you can quickly and easily sort through large amounts of data to find the information you need. This can save you time and improve your productivity.
2) Customizable views: You can customize your repeater grid to display the data in a way that makes sense for your business. This allows you to focus on the information that matters most to you.
3) Enhanced data analysis: By grouping, sorting, and filtering your data, you can identify trends and patterns that might otherwise go unnoticed. This can help you make more informed decisions and improve your overall CRM strategy.
4) Improved customer experience: By using a repeater grid to analyze your CRM data, you can gain valuable insights into customer behavior and preferences. This can help you improve the customer experience, which can lead to greater customer usability and satisfaction.
5) Flexibility: It can be configured in a variety of ways, you can use it to display data in the format that makes the most sense for your customers. Whether you need to display data in a table, a list, or a chart.
Lets get into the implementation !!
CRM Analytics enabled Developer Org
Once you set up the CRM Analytics in your org. Search for ‘Analytics Studio’ in the app launcher.
Step: 1 Create a blank Dashboard
Step: 2 Add the repeater layout.
Drag and drop the repeater icon from the widgets panel.
Resize the layout as much as you want to accommodate the data in it.
Step: 3 Setup the repeater layout
You’re now in focus mode, where you build the layout of your widget. The right property panel has settings to modify the grid and card properties of the widget. These settings provide a high level of control when designing and styling your widget. If the widget size doesn’t look good for your layout, click Done in the top right corner and then resize it. To return to focus mode, click Edit repeater content.
As a tip, I would recommend using the “fine” grid mode as it will provide a finer level of control for the size of your widgets.
Step: 4 Add the query to the power up the widget
Choose the dataset. In this example, I’m using the accounts dataset to power the repeater widget tool.
The query building panel opens up so you can choose the fields (or columns) to include in your widget. Choose the fields that you want to share with the dashboard users.
You can use any visualization in the query builder, but to get a clear view of the available fields, we recommend that you use tables.
Select the required fields you want to add and Done.
Step: 5 Organize your data in the layout
Start by dropping an image widget in the top left corner for an icon to display the account owner. Then add a text widget to show the owner name,account name, and country as how you want to display. Finally, add a flat gauge chart to show the account’s annual revenue and use the min and max range properties of the chart widget to make it look suited to your data.
For each data row in the query, your customized layout repeats in a scrollable list in the dashboard.
Go to preview mode.
💻 Preview Output:
Its flexibility and versatility make it an ideal choice for displaying large amounts of data in a variety of formats. By implementing this widget in your analytic dashboards, you can create dynamic and interactive visualizations that can help your team make more informed decisions based on the insights gained from the data.
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