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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

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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.

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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

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

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