Keep users informed with scheduled email snapshots of CRM Analytics dashboards and widgets powered by Data 360 live datasets. Add Gantt charts to CRM Analytics lenses and dashboards to track activity schedules, task durations, and overlaps. Improve your chart readability with controls for segment gaps and borders.
- Analyze Activities Across Time with Gantt Chart Visualizations
Add Gantt charts to CRM Analytics lenses and dashboards to track activity schedules, task durations, and overlaps. Gantt charts integrate with standard dashboard interactions like filtering and faceting, so you can analyze timelines alongside other visualizations. For dense timelines, use dimension separators and vertical grid lines for a cleaner view. - Improve Chart Readability with Segment Gap and Border Controls
Use segment gaps and borders for improved readability on charts that rely on color differences. For example, slices in a pie chart or stacked sections in a column can be difficult to read, especially in high-density charts. These chart enhancements add visual separation between adjacent segments to improve readability. Supported chart types include Bar, Column, Stacked Bar, Stacked Column, Funnel, and Pie. These options aren’t on by default, so your existing charts remain unchanged. - Customize Data 360 Fields in CRM Analytics
Create consistent analytics experiences by customizing how Data 360 fields appear in CRM Analytics lenses and dashboards. Rename fields, edit field values, and assign chart colors for data lake objects, data model objects, and calculated insight objects. These customizations apply to all lenses and dashboards that use the data source without changing the underlying Data 360 data. - Subscribe to Data 360 Live Widgets in CRM Analytics
Keep users informed with scheduled email snapshots of CRM Analytics dashboards and widgets powered by Data 360 live datasets. Choose hourly, daily, weekly, or monthly delivery, and set the delivery time and time zone to meet recipients’ needs. Recipients see only the data that they’re authorized to access based on their existing permissions. For example, a customer support manager can receive hourly email snapshots of a case escalation widget using Data 360 live data to stay informed about critical issues throughout the day without manually checking the dashboard. - Protect Your Work with a Dedicated CRM Analytics Recycle Bin (Generally Available)
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. - Expand Analytic Workflows with Increased Dashboard Page Limits
You can now request up to 30 pages within a single dashboard to support end-to-end guided workflows from high-level KPIs down to detail tables. Dashboards previously capped page counts at 20, requiring you to link separate dashboards together and duplicate filter configurations. You can now navigate multi-topic analytics without losing active filter selections. - Customize Table Column Widgets with Flexible Column Visibility
Customize CRM Analytics table views by dynamically hiding and reordering columns. Adjust visible columns within the table widget to focus on relevant data without modifying the dashboard. Dashboard authors can also define specific column widths directly in the table during edit mode. Previously, table structures were fixed, which required multiple dashboard versions for different user needs.