Analytics Experience and Visualizations

Get insights from Data 360 data more efficiently in more places. This release adds support for Experience Cloud embedding and live query reuse. You can also tailor your data views with selective totals in compare tables, utilize multi-text filters, perform advanced Semi and Anti joins, and print large dashboards completely.

  • Embed Data 360 Live Data Widgets in Experience Cloud Sites
    Embed dashboards with widgets that use live connectors, including Data 360, directly into your Experience Cloud sites. Give your users access to up-to-date information so they can review, profile, and trend real-time data right in their daily workflows.
  • Improve Dashboard Responsiveness with Result Reuse for Data 360 Live Queries
    Reduce processing costs and balance data freshness by configuring how long to retain query results. When you run a query with identical data access, CRM Analytics retrieves the previous results. This reuse speeds up load times, especially for large or complex queries.
  • Boost Query Performance and Data Efficiency with Semi-Joins and Anti-Joins (Generally Available)
    You can now add semi and anti joins to your queries to identify duplicate and non-matching rows without coding. This update not only accelerates query performance by retrieving only essential data but also empowers you to perform advanced data analysis more efficiently, making complex data insights accessible to all. This feature is now generally available.
  • Filter Dashboards with Multiple Text Values Simultaneously
    Narrow your data to exactly what you need by entering multiple text values into dashboard filters, including global filters. Previously, filters supported only single text entries or broad matching. Now, you can enter comma-separated values to view specific groups of records, such as several SKU numbers or customer names, all at once.
  • Publish Large Dashboard Layouts with Full-Width Printing
    Make sure that your wide charts and tables print clearly without clipped data by using the new full width option. Switch from the standard A4 width to a full-viewport layout to use the extra horizontal space on A3 or larger paper sizes. All dashboard widgets update to occupy the available space for a polished physical report.
  • Manage Column Total Visibility in Your Compare Table
    Customize your dashboard tables to show only the summaries that matter to you. You can now hide totals for columns where a summary doesn't add value, such as ratios or unique identifiers. This update simplifies complex compare tables by focusing attention on the most impactful metrics.
  • Protect Your Work with the CRM Analytics Recycle Bin (Beta)
    Safeguard your critical analytics by moving deleted dashboards and lenses to a dedicated recycle bin instead of losing them forever. View, manage, and restore these assets to their original state while automatically pausing associated subscriptions and notifications during the retention window.
  • Export CRM Analytics Dashboards as Documents with Custom Page Sizes (Beta)
    Download and share CRM Analytics as PDFs with custom page sizes and data options. For example, your users can export a dashboard page in A4 format and share it over Slack for weekly reviews.
  • Subscribe to Dashboard Widgets in Experience Cloud Sites (Beta)
    Keep your community users informed with dashboard widget subscriptions in your Experience Cloud sites. Send automated updates to your external users via email or portal notifications based on their selected schedules and filters. CRM Analytics enforces portal profiles and sharing rules so that your community users only see authorized data.