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            Monitor Important Metrics with the CRM Analytics Watchlist

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            Monitor Important Metrics with the CRM Analytics Watchlist

            The CRM Analytics Watchlist gives users the advantage of capturing and tracking up to 20 KPIs across different dashboards, plus historical trending. No more switching between dashboards to see what has changed, and track your metrics all in one place.

            Required Editions

            Available in Salesforce Classic and Lightning Experience.
            Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.
            User Permissions Needed
            To manage a watchlist: Use CRM Analytics
            Note
            Note Enable Dashboard Views must be on to use Watchlists. The feature is enabled by default. Review the referenced document for more information about the feature.
            1. Access the Watchlist. The Watchlist (1) is located on the CRM Analytics Home page where you get a full, personalized list of metrics. Click any metric to view its values (2), and timeline chart (3).
              Watchlist page.
            2. Add a dashboard item to the Watchlist. Each user can save up to 20 metrics to their Watchlist.
              1. Open the dashboard that contains the item to watch.
              2. Locate the item’s dashboard widget.
              3. Click the widget dropdown menu and click Add to Watchlist.
              4. Type in name for the Watchlist metric.
              5. Under Change Format, click the radio button to define how changes are tracked.
              6. Click Save.
              Add dashboard asset to Watchlist.
              New metric properties.
            3. Delete a Watchlist metric. You have the control to remove metrics from the Watchlist when they’re no longer needed.
              1. On the Watchlist, click the metric dropdown menu.
              2. Click Delete from the menu.
              3. Click Delete on the confirmation screen.
                Deleting metric from Watchlist.
            4. Edit a Watchlist metric. Watchlist metric properties can be modified at any time.
              1. On the Watchlist, click the metric dropdown menu.
              2. Click Edit from the menu.
              3. Make changes to the metric.
              4. Click Save.
            5. Get item information from a Watchlist. Watchlist metrics also include last snapshot date, snapshot frequency, date metric was added, and source dashboard.
              1. On the Watchlist, click the metric dropdown menu.
              2. Click Show Details from the menu.
              3. Click the X to close the Show Details window when finished.
            6. Changing metric order. You can organize Watchlist metrics in any desired order. This is especially useful when viewing metrics from My Analytics.
              1. Click the Watchlist tab from CRM Analytics home.
              2. Click Change Order at the bottom of the metrics listing.
              3. Click and hold a metric, and drag it to its new position.
              4. Release the metric.
              5. Click Save.
              Changing metric order.

            Manage and Track Your Metrics: Tips, Limits, and Limitations

            Add and monitor dashboard items on the Watchlist while keeping these tips and limitations in mind.

            • Watchlist metrics can only come from dashboards you have access to.

            • The Watchlist can only display an item’s metric value starting from the time it was added.

            • If access to a dashboard is lost, then restored, your metric remains on the Watchlist but it doesn’t fill in any gaps.

             
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