What is briefing card in SAP CRM-ANA - CRM Analytics?

SAP Term: briefing card

• Component: CRM-ANA

• Component Name: CRM Analytics

• Description: A summary page that is available for each opportunity. It provides a summary of each opportunity and contains various categories of information such as an activity list, opportunity details, or contacts.

Smart SAP Assistant

• Key Concepts: 
  A briefing card is a feature of the SAP CRM Analytics component that allows users to quickly and easily create graphical representations of their data. It is a powerful tool for visualizing and analyzing customer data, allowing users to quickly identify trends and patterns in their data. 
  
  How to use it: 
  To use the briefing card feature, users must first select the data they wish to analyze. This can be done by selecting the relevant fields from the CRM Analytics component. Once the data has been selected, users can then create a briefing card by selecting the “Create Briefing Card” option from the menu. This will open a new window where users can customize their briefing card by selecting the type of chart they wish to use, as well as any additional options such as color, size, and labels. 
  
  Tips & Tricks: 
  When creating a briefing card, it is important to consider how the data will be displayed. For example, if you are looking to compare two sets of data, it may be beneficial to use a bar chart or line graph. Additionally, it is important to consider how much detail you want to include in your briefing card. Too much detail can make it difficult to interpret the data, while too little detail can make it difficult to identify trends or patterns. 
  
  Related Information: 
  For more information on using the briefing card feature in SAP CRM Analytics, please refer to the official SAP documentation. Additionally, there are many online tutorials and resources available that provide step-by-step instructions on how to create and customize briefing cards.