Sales Analytics

Sales Analytics brings the power of Analytics to Sales Cloud on any device that supports Analytics. With intuitive visualizations based on your Salesforce data, Sales Analytics lets you move from insight to action quickly and helps you turn data into smarter sales.

Tip Follow the steps in the order shown to get started with Sales Analytics. If you haven’t used Analytics before, learn more about it from the Analytics Documentation.

Note Sales Analytics is available only in English.

1. About Sales Analytics
   Learn the benefits of Sales Analytics before you create and use the app to explore your Sales Cloud data.
2. Sales Analytics Prebuilt Dashboards, Lenses, and Datasets
   Sales Analytics includes a prebuilt dashboard, lenses, and dataset to accelerate your data exploration.
3. Set Up Permissions for the Sales Analytics
   Set up your organization to use the Sales Analytics by enabling CRM Analytics and assigning permission sets to users.
4. Create and Share Sales Analytics
   Follow these steps to create Sales Analytics and start uncovering the value of your Salesforce data.
5. Customize Sales Analytics with the Configuration Wizard
   Create Sales Analytics with the configuration wizard so the app reflects how your company prefers to view Salesforce data.
6. Delete Sales Analytics
   Delete apps to start app creation all over or to get rid of apps you no longer use.
7. Upgrade Sales Analytics App
   Take advantage of the latest Sales Analytics features by upgrading your app when we release a new version.
8. Reconfigure Sales Analytics
   To restore deleted or altered dashboards or change wizard settings, reconfigure an existing app.
9. Forecasting and Quotas Data in Sales Analytics
   Sales Analytics gives you a choice for how to include your team’s quotas depending on whether you use the Salesforce Forecasting feature to store quotas data.
10. Schedule the Sales Analytics Data Sync and Dataflow
    Schedule a daily app refresh to assure that Sales Analytics uses up-to-date data.
11. Integrate Sales Analytics With Salesforce
    Make Sales Analytics more usable by performing a variety of optional integrations and customizations.
12. Understand Sales Analytics Limitations
    Sales Analytics requires that Sales Cloud include specific data and supports a limited set of Salesforce objects.
13. Get to Know Sales Analytics Data Terminology
    To make the best use of Sales Analytics, it’s helpful to understand the metrics and terms used in the app.