|Available in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.|
Here’s how it works.
First, run a report. Then, to start an analysis click Einstein Data Insights.
Einstein analyzes all the data in your report, and none of the data that it doesn’t, so be sure to include everything you’re interested in. If you create a report that returns all opportunities, Einstein analyzes all opportunities. If you filter the report so that it doesn’t return open opportunities, Einstein doesn’t analyze open opportunities.
And when we say that Einstein analyzes all opportunities, we mean up to 500,000 opportunities and 25 columns! Einstein analyzes more than just the 2,000 records displayed in a report. Because Einstein includes so many records in each analysis, the insights you get are accurate, actionable, and amazing.
Einstein does the analytic heavy lifting for you. You don’t have to group report data, or summarize it, or chart it. (Though you certainly can if you’d like!) Einstein does it for you while analyzing your report data, and Einstein summarizes the key takeaways.
Let’s see what Einstein has to say about a standard opportunity pipeline report.
The top insight calls your attention to Next Step when Lead Source is Partner. It compares how often Lead Source is Partner occurs across all opportunities (57.3%) with how often Lead Source is Partner occurs when Next Step is Phone Call (40.6%). Looks like the rate significantly decreases. Let’s brainstorm ways to get more partner-sourced opportunities to on the phone so we can close more deals!
You can also ask Einstein about numeric columns from the report. Here’s an analysis about Amount. It looks at how Amount changes based on conditions drawn from other fields. Einstein again groups and re-groups, summarizes and re-summarizes, but focuses on average Amount instead of record count.
It looks like average Amount is $55,000 higher when Type is New Business and Lead Source is Word of Mouth. Hmmm...perhaps we should encourage our customers to promote our goods and services on social media?
So what do you think? What can Einstein tell you about your report data?