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            Set Up Marketing Performance for Business Units

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            Set Up Marketing Performance for Business Units

            To get detailed analytics, configure the Marketing Performance app for a specific business unit. Get embedded reporting in your campaign records, and access a comprehensive dashboard with insights and trends about your overall marketing efforts.

            Required Editions

            Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Advanced Edition
            User Permissions Needed
            To set up Marketing Performance:

            Marketing Cloud Admin

            AND

            Data Cloud Architect permission sets

            AND

            Tableau Next Included App Business User
            Note
            Note If you installed the Marketing Performance app before creating business units or before Winter '26, update the app. First, remove the current version, and then reinstall the latest version.
            Important
            Important You can't install the Marketing Performance app for an inactive business unit. When a business unit is deactivated, Marketing Performance dashboards can no longer be viewed for that business unit.
            1. From Setup, in the Quick Find box, enter Business Units and select Business Units.
            2. From the Business Units page, select a business unit.
            3. Click Marketing Performance.
            4. Confirm these prerequisites:
              1. You installed the required marketing data kits.
              2. To personalize marketing content with data, you set up Personalization.
              3. To include web tracking data in reports, such as custom tracked link activity, you configured web tracking.
            5. In the Install Marketing Performance section, click Install.
              You can monitor the install progress on the new Marketing Performance tab. To view the success or failure messages for your installation, under Monitoring, click the Event name.
            6. Assign the Tableau Next Included App Business User permission set to any users who require access to the marketing performance data.
            7. In the Marketing app, go to the Marketing Performance tab to view the main dashboard and confirm that your install is complete.
            8. Repeat steps 1–7 for each business unit.

            To learn more about Marketing Performance dashboards, see Measure Success.

             
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