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Salesforce B2B Commerce
Advanced Insights Overview Dashboard

Advanced Insights Overview Dashboard

In the advanced Insights Overview dashboard, you can view trends and calculated insights tied to specific goals and recommended actions. The dashboard also provides real-time visualizations of key performance indicators by store. Use these insights and actions to make informed decisions about how to improve your B2B Commerce store performance.

Required Editions

View supported editions.

Which Salesforce Commerce Product Do I Have?

The advanced Insights Overview dashboard is available if you have Data 360 provisioned with CRM Analytics. See Set Up Data 360 for B2B Commerce for more information. To view the site conversion rate data, enable site conversion rate in the Data 360 for Commerce setup screen.

View trends and calculated insights associated with specific goals (1), like increasing AOV or site conversion rate. Each goal is associated with recommended actions (2), which are tasks you can complete to help reach your goal. Use filters (3) to update visualizations for gross sales, total orders, product performance, and sales by location.

Shows the various parts of the overview dashboard, including goals, actions, charts and tables.
 
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