1. High-Level KPIs & Data Insights Agent
3 min
our first cja b2b panel is prebuilt and designed to set the stage for the hands on exercises that follow it introduces the tensorrack scenario, outlines the lab flow, and highlights a few foundational kpi views these visualizations are intentionally straightforward and use patterns similar to traditional cja, so we will not spend lab time building them from scratch at the bottom of the panel, you will also find examples of natural language queries powered by the data insights agent this demonstrates how users can ask clarifying product questions, explore the data, or generate visualizations using plain language 1 1 objectives this panel provides a quick view of overall b2b performance, similar to the type of dashboard an analyst or revops leader might review at the start of each day by bringing tensorrack’s b2b data into adobe experience platform, we can use customer journey analytics b2b edition to surface performance across channels, products, and outcomes in one place we begin by reviewing the total volume of b2b opportunities and their year over year change we also show how comments can be added directly to a trend line to provide context, flag anomalies, or ask a teammate a question about a specific data point next, we include a view of orders and revenue by product this helps heliocore understand which product categories are performing well and which may be underperforming relative to expectations 1 2 checkpoint / reflection this first panel shows what a high level cja b2b kpi dashboard can look like the reporting experience is intentionally familiar to cja users, making it easy to analyze b2b data using the same core interface and concepts it also introduces the data insights agent as a practical companion when you need help understanding a feature, exploring a question, or generating a visualization for best results, make your prompts as clear and specific as possible
