---
schema_version: "1"
id: be64952b685f249db1ed49bd3e1c968de32467933e050693539331faa460aeb4
title: Sales Analytics Company Overview Dashboard
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_app_sales_analytics_dashboard_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c0f32e9c0416d10817df30e6dc04ac29d98ac975931d53793ce2ecbd5d6eb288
description: Intended to give sales leaders and operations staff high in the corporate hierarchy an overview of the sales business and operations.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Sales Analytics Company Overview Dashboard

Intended to give sales leaders and operations staff high in the corporate hierarchy an overview of the sales business and operations.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d52889e34">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d52889e34 ">To use CRM Analytics apps:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d52889e34 ">Use CRM Analytics Templated Apps</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d52889e34 ">To use Sales Analytics:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d52889e34 ">Access Sales Cloud Analytics Templates and Apps</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d52889e34 ">To create and manage CRM Analytics apps:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d52889e34 ">Manage CRM Analytics Templated Apps</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d52889e34 ">&nbsp;</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d52889e34 ">Edit CRM Analytics Dataflows</td>

        </tr>
      </tbody>
    </table>

![Sales Analytics Company Overview dashboard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_apps_sales_analytics_dashboard_overview3.png)

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)

Note Multi Org Sales Analytics Version Only. Use the **Data Source** menu to select the org data to view in the dashboard.

![The Multi Org Sales Company Overview dashboard showing Data Source menu](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_multi_org_sales_dashboard_detail.png)

## Default Behavior and Recommended Options

Shows quota progress and pipeline rolled up to the role one level below the manager selected in the **View As** filter. Defaults to showing results for the manager currently running the app. Select a different manager from the **View As** filter to view rollup of pipeline and quota for all team members subsidiary to that manager in the role hierarchy. You can remove any KPIs your organization doesn’t care about by removing them from the dashboard layout. To learn how to build and edit Analytics dashboards, see [Build CRM Analytics Dashboards](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_build_flex.htm&release=264.0.0&type=5 "Build a CRM Analytics dashboard to continuously monitor key metrics of your business, analyzing the results by key dimensions, like region, products, and time period. Add interactive charts that synthesize information into an easy-to-read format. To complement the charts, add tables that show record-level details. Add filters to allow dashboard viewers to change the focus of the results. Create customized layouts to optimize the display of a dashboard on different types of devices, like mobile phones, tablets, and desktops.").

## Wizard and Other Setup Options

- View As filter. If Salesforce is set up to use the Salesforce Forecasting feature in Sales Cloud, the filter shows forecast usernames. If your org doesn’t use forecasting, filter shows role developer names. In either case, quota and pipe roll up to the selected user. If your org doesn’t use Salesforce role hierarchy, this filter does not appear.
- Opportunity Type filter. Values shown determined by selection made in wizard page 5, question 3. By default, the filter uses the standard Opportunity Type field.
    
    ![Sales Analytics config wizard opportunity new business question](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_apps_config_wizard_opps_question2.png)
- Time Period filter. All time periods based on Salesforce fiscal year setting.
- Geography chart at bottom of dashboard uses values from fields selected in wizard page 4, questions 4 and 5.
    
    ![Sales Analytics wizard questions about geography](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_apps_config_wizard_opps_geo.png)
- Product chart at bottom of dashboard uses values from fields selected in wizard page 6, questions 2 and 3, if you added Products object to your app. If you set up app without Products, the chart shows fields selected from wizard page 4, questions 1 and 2 about how you segment customers.
- Top Deals details chart. Amount column changes to Schedule Amount, Close Date column changes to Schedule Date if you select Product Schedules on page that lets you add data to the app.

Supports Opportunity Splits if the feature is enabled in your org. See [Opportunity Splits](https://help.salesforce.com/articleView?id=teamselling_opp_splits_overview.htm&language=en_US).

## Datasets Used

- Opportunity
- Oppty Products (optional)
- User Manager
- Roles (optional)
- User Allocations
- ForecastingItems (optional)

## KPI Calculations

Role Hierarchy Filter Options (1)

- Open Pipeline. For selected role, total rollup opportunity amount for any open opportunity with a close date in selected time period.
- Closed Won. For selected role, total rollup opportunity amount for any closed won opportunity with a close date in selected time period.
- Avg Deal Size (Closed Won). For selected role, total rollup average opportunity amount for all closed won opportunities with close dates in selected time period.
- Avg Deal Size (Open). For selected role, total rollup average opportunity amount for all open opportunities with close dates in selected time period.
- Opportunity Count (Closed Won). For selected role, total rollup opportunity count for all closed won opportunities with close dates in selected time period.
- Opportunity Count (Open). For selected role, total rollup opportunity count for all open opportunities with close dates in selected time period.

Top of Main Chart

- Quota Attainment (2). Closed won/quota. Quota is the sum of the sales reps quotas that roll up to the role or user selected in the View As filter
- Pipe Coverage (3). Open pipe/remaining quota. Open Pipe amount based on value selected in Stage and Forecast filters.
- Remaining Quota (4). Quota - closed won

Bottom of Main Chart

- Total Forecast (5). Closed won + opportunity amount for categories selected in **View As** and **Opportunity Type** filters
- Closed Won (6). Total number of opportunities won in the selected time period.
- Open (7). Based on Forecast Category. Open pipeline based on close date from the period selected in the **Time Period** filter and categories selected in the **Forecast Hierarchy** filter.

Last two amounts shown in horizontal bar in middle of main chart.

Pipeline by Segment Charts

- Owners (8). Total opportunity amount grouped by opportunity or account owner. Based on values selected in filters at top of the dashboard.
- Geographies (9). Total opportunity amount grouped by geography based on close date from the selected time period.
- Products (10). Product total price grouped by product family or product name, depending on how you answered wizard page 6, questions 2 and 3 about products.