CRM Analytics Plus takes your Dashboards to next level
ADvendio Extension, with ready to use templates
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
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
Reach Contribution tab, gives key insights what contributed to reaching a goal, which media campaigns, advertisers or products.
Third Party Delivery Import Template
How to Install?
Salesforce CRM Analytics is required
Install the ADvendio Analytics extension, find link here: https://advendio.atlassian.net/wiki/spaces/SO/pages/666894337/ADvendio+Package+Extensions#ADvendio-Analytics
Go to Analytics Studio, Create new app and select ADvendio Analytics Templates
Go through the wizard steps