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            Present Live, Interactive Dashboards

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            Present Live, Interactive Dashboards

            Conduct meetings directly from CRM Analytics by presenting dashboards in running apps. With dashboards instead of slides with static images, you have real-time access to your data, and you can showcase dynamic visualizations.

            Required Editions

            Available in Salesforce Classic and Lightning Experience.
            Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.
            User Permissions Needed
            To present from CRM Analytics: Use CRM Analytics

            Start a presentation by clicking the Full Screen icon (Full Screen icon) in the control bar of a running app or dashboard.

            During the presentation, you can use all the CRM Analytics functionality, such as filtering, faceting, and exploring lenses. In addition, the presentation has a control bar. You can share, set notifications, and collaborate in a dashboard’s feed with annotations.

            Presentation toolbar

            To move to another dashboard or lens, click Downward pointing triangle next to the title to open the navigation list and select the next asset to present.

             
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