What is the first step a consultant should take to implement timeseries in CRM Analytics?

The first step a consultant should take to implement timeseries in CRM Analytics is to open the dataset and select the timeseries section. This step is crucial because the timeseries section contains the necessary configurations and settings that allow the consultant to define how time-based data will be analyzed and visualized.

By selecting the timeseries section within the dataset, one can set the required time granularity, specify date fields, and apply relevant functions for analyzing changes over time. This foundational setup is essential for building a timeseries analysis that accurately reflects trends and patterns in the data.

After this initial step, other options like editing a dashboard lens or using the SAQL editor can be useful for enhancing visualizations or custom querying. However, they rely on the proper configuration of the dataset first, making this selection the most fundamental initial action.