Session

Constructing advanced reports for Sitecore CDP and Personalize using Sitecore Connect and Power BI.

The existing reports & dashboards in Sitecore CDP diligently analyze visitor data, customer behavior and event metrics which includes various categories like Customer Analytics & Exploration of Data of various events.
However, a significant challenge arises when the client looks for more detailed insights beyond the default reporting. There are times when clients are seeking comprehensive reports that delve into the performance of their implemented use cases in Sitecore CDP & Personalize. This problem leads us to think about how to explore the possibilities to provide reports that are not only more relevant and significant but also closely aligned with the specific business needs of the clients.
The objective of our session is to leverage the flexibility of Sitecore CDP to access raw data & create advanced reports tailored to our clients' unique use cases by using tools like Power BI.
We aim to extract, clean & organize data from Sitecore CDP through Audience Export & Batch Segments. Thereafter, leverage Sitecore Connect to feed it into Power Bi. This will enable us to develop those customized reports that clearly illustrate the performance metrics of executed use cases. Ultimately, it will empower our clients to navigate through their business landscape with greater clarity & precision.
By focusing on understanding our clients' use cases & utilizing Sitecore CDP's data lake capabilities, we aim to deliver actionable insights that drive informed decision-making. We will be showcasing these reports using various graph types like Bar Graph, Pie chart, Column & Line charts that can help identify trends & optimize the customer acquisition process.
Although this session sounds more technical in nature due to the various actions we are going to perform between the composable products, it will be very important from Marketing & Business standpoint, as it will help drive value of products, gain deeper insights & make well-informed, data-driven decisions to drive success.

Chirag Khanna

Horizontal, Technology Lead

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