Explorer & Dashboard Editor
Explorer & Dashboard Editor
Explorer
Explorer opens a dataset as a lens — an ad-hoc, chart-driven query surface. Drag fields into groupings, switch chart types, and apply filters without writing SAQL by hand. Every chart in Explorer can be clipped straight onto a dashboard.
Dashboard Editor
The Dashboard Editor has three main areas:
- Canvas — the free-form or grid layout where widgets live.
- Widget panel — add charts, lenses, number widgets, list widgets, images, and containers (tabs, flex layouts).
- Bindings/Interactions panel — wire widgets together so a click in one filters another (covered in depth in the Bindings section).
Preview vs. Edit mode
Toggle between Edit (building layout, adding widgets) and Preview (testing exactly what a viewer sees, including facets and actions) as you work.
What you'll learn next
With the interface tour complete, the Navigating section covers using dashboards as a viewer — filtering, drilling down, and saving views.
Data Manager
Tour the Data Manager — connections, dataflows, recipes, and monitor — where raw data becomes a dataset.
Reading a Dashboard
Learn the anatomy of a CRM Analytics dashboard from a viewer's perspective before you start building one.