Familiarize yourself with common CRM Analytics terminology.
Note
Pardot is now known as Marketing Cloud Account
Engagement. We wish we could snap our fingers to update the
name everywhere, but you can expect to see the previous name
in a few places until we replace it, including in the app
itself.
- Aggregate
- A summary of the data based on a grouping. For example, sum of the amounts or count of rows of data, as in the initial exploration state.
- App
- In CRM Analytics, an app contains dashboards, lenses, and datasets in any combination that makes sense for sharing your data analysis with colleagues. Apps are like folders, and let users control sharing and organize their data projects.
- Dashboard
- A curated set of charts, metrics, and tables based on the data in one or more lenses.
- Dataset
- Contains a set of source data that is formatted and optimized for interactive exploration.
- Dimension
- A qualitative value, such as region, product name, or model number.
- Filter
- You can filter the data to narrow your results. For example, you can show only opportunities
within a certain fiscal year. Filters included with B2B Marketing Analytics include:
- Date range
- Stage (Opportunity Stage)
- Tags (Pardot Tags)
- Group
- You can group the data by a specific dimension. For example: group by product name or account.
- Lens
- A particular view into a dataset’s data. You use a lens to do exploratory analysis and visualization.
- Measure
- A quantitative value, such as revenue or exchange rate. You can do math on measures, such as calculate the total revenue or minimum exchange rate.
- Template
- A framework for analytics apps that comes preset with KPIs and visualizations.
- Visualization
- A visual representation of data, such as a chart, graph, comparison table, or pivot table.