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Set Up and Maintain Retail Execution
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            Embedded Dashboards

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            3. Set Up and Maintain Retail Execution

            Embedded Dashboards

            The Analytics for Consumer Goods app includes dashboards you can embed in Lightning Experience pages. These dashboards provide detailed insights into your store, including account performance, last visit, and the product whitespaces. Your Salesforce admin embeds these dashboards in specific Salesforce pages.

            Required Editions

            Available in Enterprise, Performance, and Unlimited editions where Consumer Goods Cloud is enabled.

            Here’s some general information about the dashboards and the questions they answer.

            Store Insights

            The dashboard’s charts answer the following questions about your stores.

            • What are the store’s top-selling products?
            • How are the store's visits, compliance, retail execution KPIs, and sales trending?
            • How many support cases are still open?
            Note
            Note This dashboard is designed for the mobile app.

            Store Embedded

            The Store Embedded dashboard answers the following questions about your stores.

            • What are the store’s top-selling products?
            • How are the store's visits, compliance, retail execution KPIs, and sales trending?
            • Which products show a significant decline in quantity?

            Whitespace Embedded

            The Whitespace Embedded dashboard answers the following question about your stores.

            • What are the whitespaces in this store for products selling well in similar stores?

            Account Embedded

            The Account Embedded dashboard gives you instant insights into the performance of stores, store groups, products, categories, and descendants of an account. The dashboard answers the following questions about the account.

            • Which stores didn’t have any orders in the last 3 months?
            • How is my account and its descendants performing?
            • What’s the change in my account’s performance compared to a previous period?

            My Performance - Desktop Embedded

            The My Performance dashboard lets sales reps track their performance and compare it with their team’s average performance. The dashboard answers the following questions about a sales rep.

            • How am I performing compared to my team’s average?
            • Which are my best selling products?

            If you haven’t applied security predicates to your app, the team averages that you see in this dashboard are based on your user role hierarchy.

            Note
            Note Use the My Performance - Mobile Embedded dashboard to monitor your performance from your phone.

            Last Visit Store Performance

            The Last Visit Store Performance dashboard gives you actionable insights from your last store visit. The dashboard answers the following questions about your last store visit.

            • What’s the store compliance?
            • What’s the task completion rate?
            Note
            Note Use the Last Visit Store Performance - Mobile dashboard to analyze your last store visit from your phone.
             
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