Loading
Salesforce now sends email only from verified domains. Read More
Sales Productivity
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Activities Analytics Dashboard

            You are here:

            1. Salesforce Help
            2. Docs
            3. Seller Productivity

            Activities Analytics Dashboard

            The Activities analytics dashboard provides a summary of sales activities, including activities added manually and with Einstein Activity Capture.

            Required Editions

            Available in: Lightning Experience
            Available with Sales in: Professional (when API access is purchased), Enterprise, Performance, and Unlimited Editions
            Available with Sales Cloud Einstein, which is available for an extra cost in: Enterprise, Performance, and Unlimited Editions
            Available with Inbox, which is available for an extra cost in: Professional (when API access is purchased), Enterprise, Performance, and Unlimited Editions
            Available with Sales Engagement, which is available for an extra cost in: Enterprise, Performance, and Unlimited Editions
            Available with Revenue Intelligence, which is available for an extra cost in: Enterprise and Unlimited Editions
            Note
            Note We’re reorganizing the Einstein Activity Capture documentation. We’re moving some information around, but we aren’t deleting anything.
            Important
            Important Starting in Summer ’25, Activity 360 Reporting, Activity Metrics, and Activities Analytics Dashboard aren’t available unless previously set up. Additionally, data from these reporting tools that appear in other features, including Pipeline Inspection and Einstein Conversation Insights isn’t available unless configured before Summer ’25. If you’re already using Activity 360 Reporting, Activity Metrics, Activities Analytics Dashboard, or related data, you can continue to do so until these tools are retired. To explore email data added by Einstein Activity Capture after Summer ’25, make sure you sync email as salesforce activity and use Salesforce Activity reports. See Considerations for Sync Email as Activity and Einstein Activity Capture Activity 360 Reporting, Activity Metrics, Activities Dashboard Upcoming Retirement.
            • Give Users Access to the Activities Analytics Dashboard
              The Activities dashboard provides a summary of sales activities, including activities added manually and with Einstein Activity Capture. Make sure the dashboard is turned on, and then give users access to it.
            • Review the Activities Analytics Dashboard
              Review the Activities Analytics Dashboard to review Einstein Activity Capture license or permission.
            • Guidelines for Using the Activities Analytics Dashboard
              Einstein Activity Capture includes access to the Activities dashboard, which is built on CRM Analytics. The Activities dashboard shows a summary of your sales activities, including ones added manually to Salesforce and ones added by Einstein Activity Capture. Review keys details about the dashboard, including how activity fields are used.

            See Also

             
            Loading
            Salesforce Help | Article