Embedded Analytics for Salesforce Contracts

Salesforce Contracts Analytics includes dashboards to embed and access in Lightning Experience pages.

Auto-embedding is limited to the Salesforce Contracts console app. The Salesforce console includes pre-configured embedded analytics components that become available after the required licenses are provisioned. For more details on how to embed the dashboards to lightning pages and required filter string details, see Embed Salesforce Contracts Analytics Dashboards.

• Contract Stage Insights in Salesforce Contracts Analytics
  Embed this dashboard on the Contract page to analyze the number of days a contract remained in a specific stage. Compare contract duration with the global average time and get valuable context for performance evaluation.
• Contract Line Items
  Embed this dashboard on the Contract page to view the average revenue of contract line items and compare them with the average price range and average revenue across all accounts.
• Records that Need Attention in Salesforce Contracts Analytics
  The Records that Need Attention dashboard highlights incomplete contracts, clauses, and template documents prioritized by value and age. Embed this dashboard on the Sales Administrator Home page.
• Account Dashboard for Salesforce Contracts Analytics
  Embed this dashboard on the Account page to get a quick view on the total revenue from all active contracts and analyze the revenue by each contract stage. You can also filter the contracts based on the days left before expiration to view the contracts due for renewal and their revenue.
• Quote Dashboard for Salesforce Contracts Analytics
  Embed the dashboard on the Quote page to compare the price and revenue of sales contract line items across all accounts. You can also view the high-value contracts and contract line items.
• B2B Sales Home Dashboard for Salesforce Contracts
  Embed the dashboard on the B2B Sales Home page to get a quick view on the top contracts for renewal based on the contract value. You can filter the contracts that are up for renewal based on the days left before expiration.
• Records that Need Attention (Sales) in Salesforce Contracts Analytics
  The Records that Need Attention (Sales) dashboard highlights incomplete contracts, clauses, and template documents prioritized by value and age. Embed this dashboard on the Sales Operations page.