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          Configure an Embedded Forecast Overview Dashboard

          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.

          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 Plus license.
          Permission Sets Needed
          To create and manage the Revenue Operations Analytics app: CRM Analytics Plus Admin permission set
          To use the Revenue Operations Analytics app: CRM Analytics Plus User permission set
          1. From the Analytics tab or Analytics Studio, click Browse and find the dashboard.
          2. In the dashboard’s dropdown menu, select Edit.
          3. Click the widget that you want to edit.
          4. In the properties panel on the right, change the target lines or upper bound values.
          5. Save the dashboard.
           
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          Salesforce Help | Article