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Dashboards & Reporting

This section explains how to use Advanced Analytics dashboards and reporting assets to visualize KPIs, explore CRM Analytics datasets, share insights with stakeholders, schedule recurring updates, and export data for downstream reporting.

Analytics Studio​

Learn how Analytics Studio organizes apps, folders, datasets, lenses, dashboards, widgets, and templates. Use this guide when you need a workspace-level orientation before building or reviewing reporting assets.

Dashboards​

Use dashboard patterns to create views for adoption trends, feature usage, recovery KPIs, coverage, and data health. This guide is useful when you need to build a dashboard from scratch or request one from Cloudaware.

KPIs​

Review the core KPI catalog for engagement, adoption, operational health, and data quality. Use this guide to keep dashboard definitions consistent across CRM Analytics, reports, and external BI tools.

Exports & Schedules​

Understand how Advanced Analytics datasets and dashboard data can be exported, scheduled, or reused outside CRM Analytics. Use this guide when stakeholders need recurring reports or data in BI platforms.

Access & Collaboration​

Explore how users access dashboards, organize analytics work, subscribe to updates, and coordinate follow-up actions. Use this guide when rolling dashboards out to teams or executives.

Query Patterns & Examples​

Find reusable SAQL and widget query patterns for common dashboard needs. Use this guide when building advanced CRM Analytics widgets or customizing dashboard logic.