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Magento U
Getting Started with Magento
Business Intelligence
Essentials
Leah ArdSolutions Architect, Magento Business Intelligence
Nate GolubiewskiSolutions Consultant, Magento
Agenda
• Overview: Magento Business Intelligence Essentials
• Essentials dashboards and insights you can gain on day one
• Customizing for accurate reporting for every merchant
• Taking data analysis to the next level with Magento Business
Intelligence Pro
• Q&A
Using data to drive business growth is more important than ever.
90%of Sales &
Marketing says
that Cloud BI is
essential for
getting work
done
2xCloud BI adoption
has soared in
2018, doubling
adoption from 2016
60%of marketers cited
the ability to make
faster decisions
as the key benefit.
Magento Business
Intelligence EssentialsTrusted insights from your Magento
Commerce data
Magento Business Intelligence
Online
StoresMobile
Retail Stores
Marketplace
s
Social
Call Centers
Drop
Shipper
s
Distributi
on
Centers
Store
Network
s
Warehouses
Marketplace
Social
Order
Management
Shipping
Commerce
Business
Intelligence
What is Business Intelligence?
In-Platform Analytics Web Analytics Platforms Business Intelligence Platforms
• Visualization layer native to the
third-party platform
• Primarily track web activity on
your site
• Visual & reporting layers to
consume data collected
• Allow data access,
transformation, and manipulation
for sophisticated insights
• Focus on data infrastructure
Examples
• Facebook Ads reporting tab
• Salesforce CRM reports
• Magento Commerce reporting tab
Examples
• Google Analytics
• Adobe Analytics
• Mixpanel
Examples
• Magento Business Intelligence
• Domo
• Tableau
Magento Business Intelligence Essentials
Provides Magento merchants a reliable way to gain insights from their Magento
data and share those insights across their organization
Up to 100 reports
included
Build/customize new
reports & dashboards
Share across your team
• 10 user accounts
• Schedule and send
email summaries
Integrate Magento &
Google Analytics data
Magento Business Intelligence Essentials
• Includes data from core tables from Magento Commerce
and one Google Analytics profile
• Best practice eCommerce reports.
• Available to all merchants on any license of the Magento
Commerce platform
• Easy data integration and customization
Best Practice Reporting
for EcommerceAnd how to gain insights from Essentials
Sign Up for Essentials
1. Sign up on the website
2. Create an account and enter
basic user info
3. Follow the steps to connect
your database
4. Let Essentials do the rest
Essentials: 6 Out-of-the-Box Dashboards
Executive Overview
Customer Retention
Orders
Product Analysis
Customer Activity
*Google Analytics
Executive Overview Dashboard
Customer Activity & Retention Dashboards
Customer Activity & Retention Dashboards
Orders & Products Dashboards
Orders Dashboard – Taking It a Step Further…
Customizing Magento
Business Intelligence
EssentialsHow can I customize Essentials
reports to reflect my business logic?
Customization is Key in Magento Business
Intelligence
• We provide you with a set of best practice metrics
• Think of these as KPIs or universal business definitions that you
and your team use to build reports
• Single Source of truth
Customizing Metrics & Building Reports
Filter Sets
Let Your Data Take You
to the Next LevelDeeper insights in Magento Business
Intelligence Pro
Essentials and Pro
Essentials
Allows Magento merchants to begin understanding and making data driven decisions
around their customers, orders and items sold. Connect Magento and Google Analytics to
get customizable, core eCommerce reporting
Simple, self service set up and available to merchants on any version or license of
Magento Commerce.
Pro
The full featured & most powerful version of the platform offering limitless data analysis
and support from our team of data analysts.
Completetly configurable data integration and modeling to build any custom analysis with
the data our merchants have.
Magento Business Intelligence Pro
• Integrate data from anywhere - completely platform agnostic
• Access the data warehouse manager for visibility into raw
data and to customize your infrastructure
• Analysts support to empower you to become an expert user
• A look at a few advanced reports merchants commonly build
in Pro…
Marketing Channel Analysis & ROI
Inventory Analysis
Product Category Analysis
We’re Here to Help
• Sign up for your free trial athttps://magento.com/products/business-intelligence/essentials
• Visit the Magento Business Intelligence Help Center at https://support.rjmetrics.com/hc/en-us
• Find out more about Magento U at https://u.magento.com
