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Dataset?",{"title":17,"path":95,"stem":96},"\u002Fen\u002Fcreating-datasets\u002Fquiz","en\u002F3.creating-datasets\u002F10.quiz",{"title":98,"path":99,"stem":100},"The Data Landscape","\u002Fen\u002Fcreating-datasets\u002Fthe-data-landscape","en\u002F3.creating-datasets\u002F2.the-data-landscape",{"title":102,"path":103,"stem":104},"Upload a CSV","\u002Fen\u002Fcreating-datasets\u002Fload-data-from-csv","en\u002F3.creating-datasets\u002F3.load-data-from-csv",{"title":106,"path":107,"stem":108},"Grain, Lookups & Joins","\u002Fen\u002Fcreating-datasets\u002Fgrain-lookups-and-joins","en\u002F3.creating-datasets\u002F4.grain-lookups-and-joins",{"title":110,"path":111,"stem":112},"Dataset Builder","\u002Fen\u002Fcreating-datasets\u002Fbuild-with-dataset-builder","en\u002F3.creating-datasets\u002F5.build-with-dataset-builder",{"title":114,"path":115,"stem":116},"Run the Dataflow","\u002Fen\u002Fcreating-datasets\u002Frun-and-troubleshoot-the-dataflow","en\u002F3.creating-datasets\u002F6.run-and-troubleshoot-the-dataflow",{"title":118,"path":119,"stem":120},"Build with a Recipe","\u002Fen\u002Fcreating-datasets\u002Fbuild-the-same-dataset-with-a-recipe","en\u002F3.creating-datasets\u002F7.build-the-same-dataset-with-a-recipe",{"title":122,"path":123,"stem":124},"Combine Datasets","\u002Fen\u002Fcreating-datasets\u002Fcombine-datasets","en\u002F3.creating-datasets\u002F8.combine-datasets",{"title":49,"path":126,"stem":127},"\u002Fen\u002Fcreating-datasets\u002Finterview-questions","en\u002F3.creating-datasets\u002F9.interview-questions","i-lucide-database",{"title":130,"path":131,"stem":132,"children":133,"icon":162},"Lenses & Explorations","\u002Fen\u002Flenses-and-explorations","en\u002F4.lenses-and-explorations\u002F1.index",[134,136,140,144,148,152,156,159],{"title":135,"path":131,"stem":132},"What Is a Lens?",{"title":137,"path":138,"stem":139},"Analytics Tab & Apps","\u002Fen\u002Flenses-and-explorations\u002Fthe-analytics-tab-and-apps","en\u002F4.lenses-and-explorations\u002F2.the-analytics-tab-and-apps",{"title":141,"path":142,"stem":143},"Explorer Mode Basics","\u002Fen\u002Flenses-and-explorations\u002Fexplorer-mode-basics","en\u002F4.lenses-and-explorations\u002F3.explorer-mode-basics",{"title":145,"path":146,"stem":147},"Chart, Table & SAQL","\u002Fen\u002Flenses-and-explorations\u002Fchart-table-and-saql-modes","en\u002F4.lenses-and-explorations\u002F4.chart-table-and-saql-modes",{"title":149,"path":150,"stem":151},"Editing Fields","\u002Fen\u002Flenses-and-explorations\u002Fediting-fields-and-metadata","en\u002F4.lenses-and-explorations\u002F5.editing-fields-and-metadata",{"title":153,"path":154,"stem":155},"Conversational 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Dashboards","\u002Fen\u002Fdesigning-dashboards\u002Flinking-dashboards","en\u002F5.designing-dashboards\u002F7.linking-dashboards",{"title":17,"path":194,"stem":195},"\u002Fen\u002Fdesigning-dashboards\u002Fquiz","en\u002F5.designing-dashboards\u002F8.quiz",{"title":49,"path":197,"stem":198},"\u002Fen\u002Fdesigning-dashboards\u002Finterview-questions","en\u002F5.designing-dashboards\u002F9.interview-questions","i-lucide-layout-dashboard",{"title":201,"path":202,"stem":203,"children":204,"icon":241},"Collaboration","\u002Fen\u002Fcollaboration","en\u002F6.collaboration\u002F1.index",[205,207,210,214,218,222,226,230,234,238],{"title":206,"path":202,"stem":203},"Why Collaboration Matters",{"title":49,"path":208,"stem":209},"\u002Fen\u002Fcollaboration\u002Finterview-questions","en\u002F6.collaboration\u002F10.interview-questions",{"title":211,"path":212,"stem":213},"Sharing a Dashboard","\u002Fen\u002Fcollaboration\u002Fsharing-a-dashboard","en\u002F6.collaboration\u002F2.sharing-a-dashboard",{"title":215,"path":216,"stem":217},"Notifications & Annotations","\u002Fen\u002Fcollaboration\u002Fnotifications-and-annotations","en\u002F6.collaboration\u002F3.notifications-and-annotations",{"title":219,"path":220,"stem":221},"Downloading Data","\u002Fen\u002Fcollaboration\u002Fdownloading-data","en\u002F6.collaboration\u002F4.downloading-data",{"title":223,"path":224,"stem":225},"Self-Service Explore","\u002Fen\u002Fcollaboration\u002Fself-service-exploration","en\u002F6.collaboration\u002F5.self-service-exploration",{"title":227,"path":228,"stem":229},"Views","\u002Fen\u002Fcollaboration\u002Fviews","en\u002F6.collaboration\u002F6.views",{"title":231,"path":232,"stem":233},"Subscriptions & Watchlists","\u002Fen\u002Fcollaboration\u002Fsubscriptions-and-watchlists","en\u002F6.collaboration\u002F7.subscriptions-and-watchlists",{"title":235,"path":236,"stem":237},"Onboarding & Learn","\u002Fen\u002Fcollaboration\u002Fonboarding-and-learn","en\u002F6.collaboration\u002F8.onboarding-and-learn",{"title":17,"path":239,"stem":240},"\u002Fen\u002Fcollaboration\u002Fquiz","en\u002F6.collaboration\u002F9.quiz","i-lucide-users",{"title":243,"path":244,"stem":245,"children":246,"icon":248},"This is Section","\u002Fen\u002Fthis-is-section","en\u002F7.this-is-section\u002F1.index",[247],{"title":243,"path":244,"stem":245},"i-lucide-book-open",false,{"id":251,"title":252,"access":253,"body":254,"description":326,"extension":327,"interview":253,"links":253,"meta":328,"navigation":329,"passScore":253,"path":165,"quiz":253,"seo":330,"stem":166,"video":253,"__hash__":331},"docs\u002Fen\u002F5.designing-dashboards\u002F1.index.md","Designing Dashboards in CRM Analytics",null,{"type":255,"value":256,"toc":319},"minimark",[257,261,265,273,278,285,290,294,297,301,312],[258,259,252],"h1",{"id":260},"designing-dashboards-in-crm-analytics",[262,263,264],"p",{},"You can build a functional CRM Analytics dashboard in about ten minutes. Drag a few charts on, wire up a filter, save. It works. It also looks like every other dashboard in the org, and nobody opens it twice.",[262,266,267,268,272],{},"This section is about the ",[269,270,271],"strong",{},"other 90%"," — the widget craft that turns a working dashboard into one an executive keeps pinned. None of it is hard. It's mostly a matter of knowing which property panel holds the setting you want, and having seen the trick once before.",[274,275,277],"h2",{"id":276},"what-design-means-here","What \"design\" means here",[262,279,280,281,284],{},"Design in CRM Analytics is not about picking prettier colors. It's about ",[269,282,283],{},"reducing the distance between a question and its answer",". Every technique in this section does one of three things:",[286,287],"lesson-cards",{":columns":288,":items":289},"3","[{\"title\":\"Make meaning instant\",\"icon\":\"i-lucide-palette\",\"description\":\"Conditional formatting, chart markers, and micro charts let a reader see good, bad, and trending without reading a single number.\"},{\"title\":\"Make filtering effortless\",\"icon\":\"i-lucide-sliders-horizontal\",\"description\":\"Toggles, faceting control, and carried-over selections mean the user changes the view with one click instead of five.\"},{\"title\":\"Make context available\",\"icon\":\"i-lucide-message-square-text\",\"description\":\"Custom tooltips, images in tables, and links to related dashboards put the supporting detail one hover or one click away.\"}]",[274,291,293],{"id":292},"whats-ahead-in-this-section","What's ahead in this section",[262,295,296],{},"We'll work through the widget properties in the order you'd naturally reach for them while polishing a real dashboard:",[298,299],"lesson-steps",{":items":300},"[{\"title\":\"Conditional formatting\",\"description\":\"Colour a measure by threshold — bins, labels, gradients — on charts, tables, and number widgets.\"},{\"title\":\"Date toggles and faceting\",\"description\":\"Build clean toggle filters over date parts, and control faceting so the options don't vanish as users click.\"},{\"title\":\"Tables, images, and themes\",\"description\":\"Values tables, default columns, spacing, dark widget themes, and rendering URL fields as real images.\"},{\"title\":\"Tooltips and chart markers\",\"description\":\"Customise what a hover reveals, add interpolated custom text, and pin annotations to specific data points.\"},{\"title\":\"KPI micro charts\",\"description\":\"Build that top row of indicators — timelines, projected lines, polar gauges, and formatted number widgets.\"},{\"title\":\"Linking dashboards\",\"description\":\"Link widgets that carry the user's filters across, plus the transparent-link-over-image tile trick.\"}]",[302,303,305],"tip",{"icon":304},"i-lucide-lightbulb",[262,306,307,308,311],{},"Before you start experimenting, ",[269,309,310],{},"clone your dashboard",". CRM Analytics has no meaningful undo once you've saved, and half of design work is trying something, hating it, and backing out. A throwaway copy makes you brave. We show the clone-to-a-new-tab flow in the KPI lesson.",[262,313,314,315,318],{},"By the end you'll have a vocabulary of small, reusable moves you can apply to any dashboard you inherit. First up, the one that pays off fastest: ",[269,316,317],{},"conditional formatting",".",{"title":320,"searchDepth":321,"depth":322,"links":323},"",1,2,[324,325],{"id":276,"depth":322,"text":277},{"id":292,"depth":322,"text":293},"Move past the default look and craft dashboards people actually enjoy using — conditional formatting, toggle filters, values tables, tooltips, chart markers, KPI micro charts, and links between dashboards.","md",{},{"title":164},{"title":252,"description":326},"OsCCG23LCy03mRVKvM_ITMDtYEg1veB3TmoWSib3sbU",[333,335],{"title":49,"path":160,"stem":161,"description":334,"children":-1},"Rehearse common CRM Analytics interview questions on lenses and Explorer mode, apps and the sharing model, values vs compare vs pivot tables, dataset field metadata, and hand-editing SAQL.",{"title":170,"path":171,"stem":172,"description":336,"children":-1},"Colour a CRM Analytics measure by threshold. Define bins, set the cut-off values, assign red\u002Fyellow\u002Fgreen, rename the labels to Low\u002FMedium\u002FHigh, and choose between discrete bins and a continuous gradient.",[],1786788911219]