You are here:
Enable and Configure Revenue Insights
Set up and configure Revenue Insights so that your sales teams can access performance dashboards and analytics.
Required Editions
| Available in: Lightning Experience |
| Available with Sales and Government Cloud Plus for an additional cost in: Enterprise, Performance, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To turn on Revenue Insights: | Revenue Intelligence Admin permission set |
| To assign permission sets: | Assign Permission Sets |
When enabling Revenue Insights from the Setup menu, the app detects whether you have enabled Salesforce Forecasting. If not, the app is installed using role hierarchy. If you use forecasts, a list of supported forecast types displays. Select the type that meets your team’s needs. Complete the required setup steps, and then give access to users.
- From Setup, in the Quick Find box, enter Revenue Insights, and then select Revenue Insights Setup.
-
On the Revenue Insights setup page, click Start for the Revenue
Insights Installation Prerequisites step.
This step performs 3 actions. It enables CRM Analytics to provide access to the Revenue Insights dashboards and analytics. Next, it assigns the Revenue Intelligence Admin permission set to you. Finally, it sets up historical trending for the Opportunity object.
- To specify what data your sales team can access, create a role hierarchy.
- Enable and configure forecasts (recommended)
- Set Up Historical Trending for the Forecasting Item object (recommended).
- After you complete all the required steps, turn on Revenue Insights. The app installation process can take up to 24 hours. The installation status shows on the Revenue Insights Setup page. If the app doesn’t have sufficient prerequisites, the installation is skipped with a message explaining steps to meet the prerequisites.
- Assign user permissions. For users who manage the Revenue Insights dashboards, assign the Revenue Intelligence Admin permission set. For users who need read-only access to the dashboards, assign the Revenue Intelligence User permission set.
Did this article solve your issue?
Let us know so we can improve!
