CRM Analytics Prebuilt Apps

CRM Analytics prebuilt apps are ready-to-use applications that offer advanced analytics and reporting capabilities specifically tailored for sales and customer relationship management. The apps provide preconfigured dashboards, reports, and data visualizations to analyze business data.

• The Einstein Accuracy Analytics Template
  The Einstein Accuracy Analytics app helps you monitor how well Einstein Discovery models predict actual outcomes over time.
• Track Your Renewal Business with the Subscription Analytics App
  Create an app to track your subscription renewals and the value of your subscription-based products in a dashboard. The Subscription Analytics template guides you through creating the app.
• Monitor Your Configure-Price-Quote Process with the Quoting Analytics App
  Create an app to get instant insights into your configure-price-quote process and its effectiveness across teams, regions, and products. View quotes across all your accounts, uncover bottlenecks, and assess reps’ discount practices in ready-made dashboards. The Quoting Analytics template guides you through creating the app.
• Get Insights into Deal Pricing with the Pricing Analytics App
  Create an app to get instant insights into how your organization prices deals. Connect with Einstein Discovery to get discount recommendations for every quote. The Pricing Analytics template guides you through creating the app.
• Adoption Analytics Template
  Get insight into how your team uses CRM Analytics apps, dashboards, lenses, and datasets. Use the Adoption Analytics template to create an app with datasets and dashboards to track the use of your CRM Analytics assets.
• Evaluate Your Marketing with the Campaign Analytics App
  See how your marketing campaigns translate to revenue and impact the bottom line. Compare performance over time, drill into regional top performers, and highlight successful campaigns. Also review channels to see which are most effective. The Campaign Analytics template guides you through creating the app.
• Evaluate Your Scheduling Efficiency with the Appointment Analytics App
  Learn about your team’s appointment volume and your reps’ performance to see how well your service team is applying their resources to meet customer needs. The Appointment Analytics template guides you through creating the app.
• Revenue Operations Analytics App
  Help sales teams gain performance insights to build stronger pipelines, improve forecast accuracy, and generate more revenue.
• Monitor Object Usage with the Change Analytics App
  Bring your historical data to life and gain insights into how your team uses an object by visualizing data from any Salesforce object that uses field history. The Change Analytics template guides you through creating the app.
• Increase Approval Process Visibility with the Approval Analytics App
  Use the Approval Analytics app to view approval history, understand trends, identify bottlenecks, and act to streamline the process. See the number of approvals and rejections, pending approvals, who’s approved what, and how long approvals take. The Approval Analytics template guides you through creating the app.
• Trend Data Using the Snapshot Analytics App
  Monitor trends by capturing a snapshot of a CRM Analytics dataset or Salesforce object. If you’re using a Salesforce object, CRM Analytics imports its data into a dataset. The Snapshot Analytics app then creates a dashboard with a snapshot of your data. You can record one snapshot per day.
• Visualize Sales Data and Opportunities with the Cluster Analysis Account Segmentation App
  Use no-code machine learning to visualize sales data, KPIs, and opportunities by cluster. Get insights into your accounts and products, and change the number of clusters to see different account segments. The Cluster Analysis Account Segmentation template guides you through creating the app.
• Understand Your Pharmaceutical Sales with the Salesforce Analytics for Veeva App
  Salesforce Analytics for Veeva assembles key metrics to give you insight into pharmaceutical reps’ processes and effectiveness. See how reps manage their accounts using key messages, products, and samples. And use Einstein Discovery to understand the impact of sales call activities on account orders. The Salesforce Analytics for Veeva template guides you through creating the app.
• Service Analytics
  The Service Analytics template gets you started fast with Analytics and provides a clear path through your Service Cloud data on any device. Whether you’re a service manager or agent, you get everything you need in one place to uncover key data insights to help you grow your business.
• Get Sales Predictions with the Einstein Discovery for Sales Analytics App
  Identify your most promising accounts—the largest potential opportunities or the ones that you have the greatest chances of winning or closing quickly. The Einstein Discovery for Sales Analytics template guides you through creating the app.
• Get Ecommerce Data Insights with the B2B Commerce Analytics App
  Help your team track orders, see who’s buying what products, discover year-to-date and year-over-year sales revenue, and more. The B2B Commerce Analytics template guides you through creating the app.
• Review Customer Service Performance on Social Channels with the Social Case Analytics App
  Give managers a fast way to analyze customer service data. Explore how agents use social channels to deliver customer service. Monitor the number of posts to social channels and agents’ response times. The Social Case Analytics template guides you through creating the app.
• B2B Marketing Analytics App
  Explore your marketing and sales data in one place with B2B Marketing Analytics. Dashboards consolidate Account Engagement and Sales Cloud data so that you can monitor the impact of marketing on revenue and take instant action to drive marketing results.
• Explore Fundraising Performance with the Fundraising Analytics App
  Analyze the success of your campaigns with visualizations of your donation data from Account, Contact, Opportunity, and other objects of your choice. The app works with the Salesforce Nonprofit Success Pack. The Fundraising Analytics template guides you through creating the app.
• Fundraising Performance Analytics App
  Measure the impact of fundraising work with a precise picture of donor retention and attrition. Get insights into donation gains and losses and other key performance indicators.
• Customer Insights
  Get a combined analysis of Sales and Service clouds in an easy-to-customize app. Use the component building blocks to create a dashboard for your environment.
• 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.
• Multi Org Sales Analytics Template
  Use the Multi Org Sales Analytics template to create a scaled-down version of the Sales Analytics that pulls in data from all your connected orgs.
• Lead Trending Analytics Template
  Create an app from the Lead Trending Analytics Template to increase your visibility into your team’s lead conversion process. Sales operations can get instant insight into how quickly the team converts leads and can identify bottlenecks in the conversion process.
• Pipeline Analytics Template
  Use Pipeline Analytics to plug your pipeline snapshot data into a ready-made waterfall dashboard. You get instant insight into how the pipeline changes between two snapshots.