Smart Dashboards

Use a smart dashboard template to create a ready-made dashboard that’s prepopulated with your Salesforce data.

The CRM Analytics dashboard template picker includes the following smart dashboards. Each one lets you select data from an individual CRM Analytics dataset to include in the dashboard. After selecting the template to use, follow a series of wizard questions to indicate specific fields, dimensions, measures, and so on, to display in visualizations.

• Performance Summary. Compares metrics side by side, across a single dimension. The wizard lets you select metrics to display, such as sales revenue, product mix, or geography. Also select dates to trend the data over a certain period, and indicate how to group the data.
• Metrics Trend. Visualize how metrics change over time with customized filters. Select the metrics to display, such as revenue, profit, or quantity, and the time period to trend the data.
• Table Expansion. Visualize how metrics change over time with customized filters. The dashboard details table expands into a full page. Select measures dimensions to include in the dashboard and the time period to trend the data.
• Time Series. Look at future metrics trends based on historical data. The template gives you the option of using the SAQL timeseries function. Select measures dimensions to include in the dashboard and the time period to trend the data.