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Salesforce Contracts Analytics Dashboard Attributes
Salesforce Contracts Analytics includes dashboards that you can embed and access in Lightning Experience pages.
For more general instructions on embedding CRM Analytics dashboards to lightning pages, see Embed Dashboards in Lightning Pages.
Refer to the table to know more about dashboard-specific attributes.
Note Auto-embedding is limited to the Salesforce Contracts console app. The Salesforce console includes pre-configured embedded analytics components that become available after the required licenses are provisioned
| Dashboard | Dashboard API | Is Auto Embedded? | Filter String for Manual Addition |
|---|---|---|---|
| Contract Admin | Contract_Admin | Yes | not applicable |
| Sales Operation | Sales_Operation | Yes | not applicable |
| Contract Stage Insights | Contract_Stage_Insights | Yes | {"datasets":{"CLM_ContractHistory":[{"fields":["Contract.Id"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}} |
| Contract Line Items Embedded | Contract_Line_Items_Embedded | Yes | {"datasets":{"CLM_Sales_Contract_Line":[{"fields":["Contract.Id"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}} |
| Contracts Account Embedded | Contracts_Account_Embedded | No | {"datasets":{"CLM_Sales_Contract_Line":[{"fields":["Contract.Account.Id"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}],"CLM_Contract":[{"fields":["AccountId"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}} |
| Contracts Quote Embedded | Contracts_Quote_Embedded | No | {"datasets":{"CLM_Sales_Contract_Line":[{"fields":["Contract.SourceQuoteId"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}} |
| B2B Sales Home Embedded | B2B_Sales_Home_Embedded | No | not applicable |
| Records That Need My Attention | Records_That_Need_My_Attention | Yes | not applicable |
| Records That Need My Attention Sales | Records_That_Need_My_Attention_Sales | Yes | not applicable |
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