---
title: 1. High-Level KPIs & Data Insights Agent
slug: aug26-cja-b2b-hol/1-high-level-kpis-and-data-insights-agent
docTags: 
createdAt: 2026-08-14T20:19:41.544Z
---

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**.



![](https://main--summit-labs--aemsites.aem.live/analytics/l120/media_1522761a16cdc1889c8e116ab60dc1d6464ee865e.png?width=750\&format=png\&optimize=medium)



![](https://main--summit-labs--aemsites.aem.live/analytics/l120/media_1305974274bdeaa42837292796f1bdf714b2a90b0.png?width=750\&format=png\&optimize=medium)

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.




![](https://main--summit-labs--aemsites.aem.live/analytics/l120/media_1a5957ca5353e7933ba96eee4333ac441de33b6cb.png?width=750\&format=png\&optimize=medium)

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.