Tag
#Analytics
Freshmarketer Funnel Drop-Off: Investigation Playbook
A four-step protocol for diagnosing funnel breaks. Rule out causes in order: traffic, technical, content, friction. Stop guessing at form fields.
Zoho Analytics: Fundamentals
Data sources, reports, dashboards, Zia Insights — the BI platform that integrates natively with Zoho apps.
Freshdesk Conversation Intelligence: Beyond Sentiment
Conversation intelligence in Freshdesk surfaces churn risk, agent coaching opportunities, and emerging issues. Here is what to act on, not just watch.
Row-Level Formulas Explained: Compute Without Custom Fields
How row-level formulas work in Salesforce reports — syntax, common patterns, and when to use them vs. a formula field.
CRM Analytics vs Tableau: Which Fits Your Org
A clear comparison of CRM Analytics and Tableau — what each does best, where they overlap, and how to decide or combine them.
Freshmarketer Funnel Analysis: Defining Funnels That Drive Decisions
Funnel analysis only helps when steps are well-defined and segments expose the bottleneck. Build funnels that survive review.
Email Engagement Insights: Beyond the Open Rate Vanity
Email Engagement tracks opens, clicks, and replies on individual sales emails. The trick is reading the data without misleading reps about pipeline health.
Salesforce Reports and Dashboards: 12 Power Tips
Twelve practical tips for building Salesforce reports and dashboards that perform well, are reusable, and actually answer business questions.
Freddy Insights: Turning AI Metrics Into Actions
Freddy Insights surfaces ticket volume forecasts, agent performance signals, and topic trends. Most teams stare at the charts. Here is what to do with them.
CRM Metrics That Matter
The operational, tactical, and strategic metrics that drive real business outcomes — and the vanity metrics to ignore.
Freshworks Reports and Analytics
Built-in reports, custom reports, analytics across apps, and dashboards that inform real decisions.
Tableau Next: ISV GA in April 2026
Tableau Next reached ISV general availability in April 2026 — cloud-only on Salesforce Hyperforce. What ISVs and enterprises should know.