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            Track Your Renewal Business with the Subscription Analytics App

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            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.

            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 and Salesforce CPQ license.
            User Permissions Needed
            To create and manage the Subscription Analytics app: Manage CRM Analytics Templated Apps
            To use the Subscription Analytics app: Use CRM Analytics Templated Apps

            Before you create the app, make sure that:

            • Your org has at least one Salesforce CPQ Subscription record.
            • The Analytics Integration User has the appropriate Salesforce field-level security to view the fields that you want to analyze.
            1. From the Analytics tab or Analytics Studio, click Create and then select App.
            2. Select the Subscription 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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