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Can be dynamically embedded and further customized, with only a faction of the efforts
What?
Sales Home Dashboard
View your key sales data, upcoming tasks and campaigns, find at one glance what are the most important tasks to follow up
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Revenue Trends and Overview
See how your current business is going. Discover Revenue timelines and trend, Y2Y growth, which industries, channels and products perform best.
Sales Goals Overview
See all sales goals and check which are on track. Filter down for individual goal owners
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Reach Contribution tab, gives key insights what contributed to reaching a goal, which media campaigns, advertisers or products.
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Third Party Delivery Import Template
How to Install?
Salesforce CRM Analytics is required
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Go through the wizard steps
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After Installation & Customization:
You will need to schedule the Connector to sync data from your SF Records
You will need to schedule the Recipes, ideally after the Connector finished
You can view Dashboards directly in Analytics Studio
You can embed dashboards directly into Lightning Record Pages, to show for example a dashboard for an Account and further filter it
You can modify the dashboards and recipes we provide