Configure analytics cards for your sales reps' to access powerful reports and dashboards
from within the Consumer Goods offline mobile app. Depending on your reps' requirements, you can
configure separate analytics cards for user and store cockpits.
Required Editions
Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To configure analytics cards:
CGCloud Business Admin
OR
CGCloud Retail Business Admin
From the App Launcher, find and select Mobile Links, and then click
New.
Select Analytics.
Enter the name of the mobile link. For example, Einstein
Analytics.
Select a scheme name, for example sfanalytics. Then, select a
corresponding asset type.
Select the Consumer Goods Offline mobile app screen to show the quick access card on: Your
Day or Store Cockpit.
Select the sales org.
Save your changes.
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