Magento U. Getting Started with Magento Business Intelligence Essentials

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2 Magento U Getting Started with Magento Business Intelligence Essentials

3 Leah Ard Solutions Architect, Magento Business Intelligence Nate Golubiewski Solutions Consultant, Magento

4 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

5 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 2x Cloud BI adoption has soared in 2018, doubling adoption from % of marketers cited the ability to make faster decisions as the key benefit.

6 Magento Business Intelligence Essentials Trusted insights from your Magento Commerce data

7 Magento Business Intelligence Commerce Retail Stores Marketplace s Order Management Online Stores Mobile Social Social Call Centers Business Intelligence Warehouses Shipping Store Marketplace Network s Distributi on Centers Drop Shipper s

8 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

9 Magento Business Intelligence Essentials Provides Magento merchants a reliable way to gain insights from their Magento data and share those insights across their organization Integrate Magento & Google Analytics data Build/customize new reports & dashboards Up to 100 reports included Share across your team 10 user accounts Schedule and send summaries

10 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

11 Best Practice Reporting for Ecommerce And how to gain insights from Essentials

12 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

13 Essentials: 6 Out-of-the-Box Dashboards Executive Overview Customer Retention Customer Activity Orders Product Analysis *Google Analytics

14 Executive Overview Dashboard

15 Customer Activity & Retention Dashboards

16 Customer Activity & Retention Dashboards

17 Orders & Products Dashboards

18 Orders Dashboard Taking It a Step Further

19 Customizing Magento Business Intelligence Essentials How can I customize Essentials reports to reflect my business logic?

20 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

21 Customizing Metrics & Building Reports

22 Filter Sets

23 Let Your Data Take You to the Next Level Deeper insights in Magento Business Intelligence Pro

24 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.

25 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

26 Marketing Channel Analysis & ROI

27 Inventory Analysis

28 Product Category Analysis

29 We re Here to Help Sign up for your free trial at Visit the Magento Business Intelligence Help Center at Find out more about Magento U at

30 Q & A ngolubiewski@magento.com leah@magento.com

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