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            Evaluate Your Scheduling Efficiency with the Appointment Analytics App

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            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.

            Required Editions

            Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition. Requires a CRM Analytics license.
            User Permissions Needed
            To create and manage the Appointment Analytics app: Manage CRM Analytics Templated Apps
            To use the Appointment Analytics app: Use CRM Analytics Templated Apps

            Before you create an app, make sure that:

            1. From the Analytics tab or Analytics Studio, click Create and then select App.
            2. Select the Appointment Analytics template to open the guided flow.
              The guided flow checks that your org meets the minimum requirements.
            3. If your org meets the minimum requirements, click Looks good, next.
              If the requirements aren’t met, check the feedback.
            4. Name and save your app.

            See Also

             
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