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            Monitor CRM Analytics Dashboard Metrics in Unified Analytics

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            Monitor CRM Analytics Dashboard Metrics in Unified Analytics

            Watchlist in Unified Analytics enables you to track KPIs and trends across different dashboards.

            Required Editions

            Setup for the Salesforce mobile app available in: Lightning Experience
            Setup available in Lightning Experience in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            A CRM Analytics license is required to view and access CRM Analytics items.

            Watchlists are created and edited on the full desktop site licensed for CRM Analytics. Only metrics from CRM Analytics dashboards you have access to can be added to a watchlist. To learn more about watchlists, see Monitor Important Metrics with the CRM Analytics Watchlist to learn more.

            To open a watchlist, tap Watchlist on the home page.

            Snapshots of your metrics are captured at regular intervals that show how dashboard metrics are performing at any given moment, so there’s never any stale data.

             
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