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Set Up and Maintain Retail Execution
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          Use Analytics for Consumer Goods Dashboards

          Use Analytics for Consumer Goods Dashboards

          Use Analytics for Consumer Goods dashboards to get detailed insights on your territory, stores, and sales rep performance. Sales managers can use the dashboards to increase sales, improve store compliance, identify stores at risk, and maximize sales rep effectiveness. Sales reps get store-level insights on visits performance, sales, compliance, and top-selling products.

          Required Editions

          Available in Enterprise, Performance, and Unlimited editions where Consumer Goods Cloud is enabled.
          Note
          Note If the Analytics for Consumer Goods app isn’t available in your org, direct your administrator to Deploy Analytics for Consumer Goods.

          The Analytics for Consumer Goods app includes two types of dashboards:

          • Dashboards accessed through the app in CRM Analytics Studio.
          • Embedded dashboards that deliver insights from within the context of Salesforce objects you work with.

          They’re designed to answer key questions about your business.

          • In-App Dashboards
            You can access the in-app dashboards through the app in CRM Analytics Studio.
          • Embedded Dashboards
            The Analytics for Consumer Goods app includes dashboards you can embed in Lightning Experience pages. These dashboards provide detailed insights into your store, including account performance, last visit, and the product whitespaces. Your Salesforce admin embeds these dashboards in specific Salesforce pages.
          • Merchandiser Dashboards
            Get actionable insights on store compliance, last store visit, inventory compliance, product performance, and account hierarchy. The dashboards give you easy access to retail execution KPIs that help you perform merchandiser activities effectively.
          • Calculate Key Performance Indicators
            Learn the definitions and calculations of key metrics shown in Analytics for Consumer Goods dashboards.
           
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