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Sales Analytics Prebuilt Dashboards, Lenses, and Datasets
Sales Analytics includes a prebuilt dashboard, lenses, and dataset to accelerate your data exploration.
Required Editions
| User Permissions Needed | |
|---|---|
| To use CRM Analytics apps: | Use CRM Analytics Templated Apps |
| To use Sales Analytics: | Access Sales Cloud Analytics Templates and Apps |
| To create and manage CRM Analytics apps: | Manage CRM Analytics Templated Apps |
| Edit CRM Analytics Dataflows | |
The prebuilt dashboard in Sales Analytics contains key performance indicators (KPIs) that help you get value from your Salesforce data—fast. The dashboard let you manage pipeline, visualize quotas data, and fine-tune forecasts. They also help you understand key business performance drivers, visualize trends, and assign actions. You get fast answers to questions you have about business results.
The app also includes lenses—more narrowly focused visualizations that augment dashboard with greater detail about your sales KPIs. Additionally, when you create Sales Analytics, the app automatically creates a dataset based on your existing Salesforce data in the Sales and Service clouds. Datasets include both standard fields from Salesforce objects as well as custom fields computed from your Salesforce data. The dashboard and lenses use data from the dataset to visualize your KPIs to give you the insights you need to run your business.
You can create your own lenses and dashboard using the data in Sales Analytics dataset. To learn more about exploring data in CRM Analytics, see Explore and Visualize Your Data in CRM Analytics.
- Sales Analytics Dashboard Guide
Sales Analytics includes prebuilt dashboard to meet the needs of everyone on the team. Sales executives, managers, and representatives as well as the operations staff all have instant access to the KPIs they need to manage the sales business. - Sales Analytics Lenses
Sales Analytics lenses augment app dashboards with targeted visualizations of your org’s sales data. - Sales Analytics Datasets
When you create Sales Analytics, CRM Analytics imports your Salesforce data into the app dataset based on your wizard selections. The dataset drive the app’s dashboards and lenses. - Sales Analytics Calculated Fields
Sales Analytics adds custom fields computed from your Salesforce data to app dataset. The table lists the fields in alphabetical order and shows how they are computed and the dataset that include them.
