Loading
CRM Analytics
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Revenue Operations Analytics App

            You are here:

            1. Salesforce Help
            2. Docs
            3. CRM Analytics

            Revenue Operations Analytics App

            Help sales teams gain performance insights to build stronger pipelines, improve forecast accuracy, and generate more revenue.

            1. Create the Revenue Operations Analytics App
              A guided flow walks you through creating an app from the Revenue Operations Analytics template.
            2. Upload a Quota Dataset to the Revenue Operations Analytics App
              If you don’t have Salesforce Forecasting enabled, you must add quota data to your app. Without quota data, the Team Performance charts can’t provide an accurate visualization of performance metrics.
            3. Configure an Embedded Forecast Overview Dashboard
              You can embed the Forecast Overview dashboard in Lightning Experience and Aloha pages. Edit the embedded dashboard to set target lines and the upper bounds for gauges.
            4. Revenue Operations Analytics Datasets
              The Revenue Operations Analytics template creates datasets based on your Salesforce configuration.
             
            Loading
            Salesforce Help | Article