View the Enablement Dashboard from the Dashboards Page
For a sales program in Lightning Experience, you can open the prebuilt dashboard from the Dashboards page. With a few extra steps, filter the dashboard to see analytics for a specific program.
Required Editions
| Available in: Lightning Experience |
| Enablement is available in Developer Edition with a limited number of add-ons. It is also available with Sales, Service, or the Salesforce Platform in: Enterprise, Performance, and Unlimited, Editions for an additional cost |
| User Permissions Needed | |
|---|---|
| To view the prebuilt Enablement dashboards and reports: | Design and Deliver Enablement Programs |
| To create and customize Enablement dashboards: | Create and Customize Dashboards |
| To create and customize Enablement reports: | Create and Customize Reports |
| To manage dynamic dashboards: | Manage Dynamic Dashboards |
| To run Enablement reports: | Run Reports |
| To view your team’s dashboards: | View My Team’s Dashboards |
When you open the prebuilt dashboard from a specific Enablement program’s View Analytics button, the dashboard is already filtered to the program. When you open a dashboard from the Dashboards page, apply dynamic filtering to view analytics for a specific program. If you cloned the prebuilt dashboard, you can open the cloned dashboard only from the Dashboards page.
If you opt in to the Unified Home experience for analytics, reports and dashboards across Salesforce are aggregated under one Analytics tab. See Manage Your Reports and Dashboards in Analytics Home.
- From the App Launcher, find and select Dashboards.
- Select All Folders.
- Select the Enablement Dashboard Release Name folder.
- Select Enablement Dashboard.
- From the dashboard, click Edit.
- Next to Program Name, click the pencil icon.
- In the Edit Filter window, click Add Filter Value.
- Keep Operator as equals.
- In the Value field, enter the program name.
- Click Apply, then Update.
Data for the program now appears in your dashboard.
