Using Engagement Analytics

In Analytics, datasets and dashboards enable you to view, analyze, and perform actions on your data. Engagement Analytics provides preset data templates for you to use and modify as required.

More information about the dataset and dashboards within Engagement Analytics is provided below. For general information about datasets and dashboards in Analytics, see the Salesforce Help for Analytics.

The Engagement Analytics app contains a dataset named Engagements. Depending on how your app is configured, the dataset might contain Billing Central data from your Financial Analytics app, PSA data from your PS Cloud Core Analytics app, or both. The data from the different sources is joined together and stored in Analytics.

If your org is configured for multiple currencies, the Currencies dataset is also available in your Engagement Analytics app. The dataset contains the currencies configured in your org and the relevant exchange rates.

When creating a dataset, Analytics applies one of the following types to each field:

  • Date: values such as days, months, years, and times. You can group, filter, and perform calculations on the data in Date type fields.
  • Dimension: qualitative values such as regions, product names, and model numbers. You can group and filter the data in Dimension type fields. You cannot perform calculations. Dimension fields are indexed.
  • Measure: quantitative values such as revenue and exchange rates. You can perform calculations on the data in Measure type fields.

Similar to Salesforce reports and other reporting tools, you do not need to know the object model of the dataset. The dataset includes information from various objects which have been combined into one view.

For more information about the fields that are included in the Engagements dataset, see Engagements Dataset Output Fields.

You can add your own fields to the Engagements dataset in the following ways:

  • Modify the dataflow.
  • Create your own expressions in dashboards.
  • Use the Recipes function in Analytics.

For more information, contact your implementation consultant.

The Engagement Analytics app contains four predefined dashboards that are designed to be embedded into the Lightning record page for the Engagement object.

Engagement Analytics Dashboards

Dashboard

Location in the Record Page

Description
Engagement Overview Page header Enables you to view the relevant KPIs for the entire engagement at a high level.
Engagement Services Services tab Enables you to analyze the relevant KPIs for the services related to the engagement and view more information about the project included in the engagement.
Engagement Subscriptions Subscriptions tab Enables you to analyze the relevant KPIs for the subscriptions related to the engagement and view more information about the project included in the engagement.
Engagement Summary Summary tab Enables you to analyze the most relevant KPIs from all revenues streams and view more information about the engagement sources.