Set Up Revenue Intelligence

Give your sales teams access to Revenue Insights sales performance dashboards and analytics. Make sure to enable other relevant features to get the most out of Revenue Intelligence.

• Considerations for Setting up Revenue Insights
  When you set up Revenue Insights, you must have certain settings configured in your org, and you must have certain objects to populate the dashboards correctly.
• Revenue Insights Assets
  When you set up Revenue Insights, specific assets are included. To modify dashboards, you can modify these assets. It’s a good idea to understand the datasets and recipes that are used to populate your dashboards.
• Enable and Configure Revenue Insights
  Set up and configure Revenue Insights so that your sales teams can access performance dashboards and analytics.
• Revenue Insights Post Installation Steps
  To see your data in the dashboards after you install Revenue Insights, you must schedule your app to refresh. You can add Revenue Insights to your navigation bar or edit your permission settings depending on configuration settings. Lastly, you can add additional filters to your panels.
• Monitor, Update, and Delete Revenue Insights Apps
  Use the app management tab to monitor the status of install requests, view logs to troubleshoot install issues, track app usage statistics, and update and delete apps.
• Troubleshoot Revenue Insights Enablement
  When enabling Revenue Insights, a few common errors can occur. You may not have configured data sync, you may have the wrong objects or custom objects. You may have Org configurations that are incompatible with the requirements of the app. The following sections can help you troubleshoot these common issues.
• Select Who Can Use Revenue Intelligence
  The Revenue Intelligence permission sets have all the permissions to get your sales team started using Revenue Insights dashboards and analytics. The Revenue Intelligence permission sets also give users access to the Pipeline Inspection Flow Chart. Assign the Revenue Intelligence permission sets to your users.
• Enable More Features for Revenue Intelligence
  Get the most out of Revenue Intelligence by enabling optional features that give your users more data and insights.