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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.
| Dataset Name | Contents | Special Requirements |
|---|---|---|
| Accounts | Data about accounts. Includes accounts without opportunities. | None. |
| Opportunities | Data about accounts, opportunities, and users. | None. |
| Oppty Products | Data about products with opportunities and accounts. | None. |
| Pipeline Trending | Opportunity historical Data. Tracks opportunity amount, close date, and stage changes over the life of an opportunity. | None. |
| Quota | Quotas data. | Upload a CSV file with quotas data to update this dataset if you store quotas data externally to Salesforce and don’t use the Salesforce Forecasting feature in Sales Cloud. |
| User Allocation | Applies role hierarchy information to quotas data during manager rollup. | None. |
| Users | Provides details about all users in an org. | None. |
| Roles | Basic data about user roles. | None. |
| Cases | Data about cases related to accounts. | Only included if you choose to import cases data to Sales Analytics through the configuration wizard. |
| Activities | Data about events and tasks. | None. |
| ForecastingItem | Data about forecasts and forecast adjustments. | Only included if you use the Salesforce Forecasting feature in Sales Cloud. |
| Leads | Salesforce leads data, including converted leads connected to accounts and opportunities. | Only included if you choose to import leads data to Sales Analytics through the configuration wizard. |
| Campaigns | Salesforce campaign data, including opportunities connected to campaigns. | Only included if you choose to import campaigns data to Sales Analytics through the configuration wizard. |
| Campaign Members | Data about campaign members with campaigns. See who's connected to which campaigns. | Only included if you choose to import campaigns data to Sales Analytics through the configuration wizard. |
| Opportunity Splits | Split opportunity data. | Only included if you choose to import opportunity splits to Sales Analytics through the configuration wizard. |
| Product Schedules | Data about products sold according to a scheduled payment contract. | Only included if you choose to import product schedules to Sales Analytics through the configuration wizard. |
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