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            Add Sales Data Component to a Record Page

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            3. Administer Life Sciences Cloud

            Add Sales Data Component to a Record Page

            Gives your users quick access to their drug distribution data and prescription data by adding the Sales Data component to a record page.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.

            Make sure that the Data Model Object contains the necessary data, including the periods and measures used in the Sales Data reports and charts.

            1. On the record page where you want to add the component, click the gear icon, and then select Edit Page.
            2. From the Components pane, in the Search field, enter Sales Data.
            3. Drag the Sales Data component from the left pane and place it on the page layout.
            4. Edit the properties of the Sales Data component.
              • Select the component in the page layout.
              • For Display Format, select whether you want to show the sales data in a chart, table, or both.
              • For Sales Data Type, select whether you want to show drug distribution data or prescription data on the component.
              • For Alignment Type, select the type of alignment that the sales data is based on.
              • For Time Period, select the time period for which you want to show the sales data.
              • For Time Period Units, select the number of time periods (months or weeks) to show on the chart.
              • For Data Space API Name, enter the name of the data space to get the sales data from.
              • Select the measures that can be applied to the sales data.
              • Select the filters that can be applied to the sales data.
            5. Save your changes.
            6. Activate the page.
             
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