---
schema_version: "1"
id: 52787f5bfc80e5c02b9414f243d93db33994bf9a0cfb8f8188115558017cd0bf
title: Use the Sales Analytics Wizard Basic Create Option
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_wizard_basic.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_wizard_basic.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9f13dfa20f564fb1593c4a9f3a1842cae30e9c46ad50914fec9cacd2dd83fa93
description: Select the basic app creation option when you create Sales Analytics for the first time or when you want to create the app quickly.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Use the Sales Analytics Wizard Basic Create Option

Select the basic app creation option when you create Sales Analytics for the first time or when you want to create the app quickly.

### 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="d183815e34">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d183815e34 ">To create and manage CRM Analytics apps:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d183815e34 ">Manage CRM Analytics Templated Apps</td>


        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d183815e34 ">&nbsp;</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d183815e34 ">Edit CRM Analytics Dataflows</td>

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

- Select **Basic**.
- Click **Looks good, next**.
- Name your app, and click **Create**.

Basic create settings

The basic create option uses data, features, and default settings detected in Salesforce during the compatibility check that runs when you start app creation. It uses the following when creating your app:

- Data from Opportunities, Accounts, Users, Tasks, and Events objects.
- Opportunity Line Items data, if the check detects more than 10 rows in the Opportunity Line Items table.
- Forecasting data, if the check detects more than 10 rows in the Forecasting Item table.
- Opportunity Splits data, if the check detects more than 10 rows in the Opportunity Splits table.
- Leads data, if the check detects more than 10 rows in the Leads table.
- Account Hierarchy data, if the check detects at least one account with a parent account.
- Role hierarchy data, if the check detects at least one role with a parent role.
- Product Schedules data, if the check (detects at least 10 rows of data in the Opportunity Line Item Schedule table and you _do not use_ Forecasting or Opportunity Splits.

Using the basic create enables users to view data owned by them and their subordinates. It also uses only standard fields. To use data not listed here, including custom fields, use the custom create option. For more details, see [Use the Sales Analytics Wizard Custom Create Option](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_wizard_custom.htm&type=5&language=en_US).

Consult [Create and Share Sales Analytics](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_wave_create.htm&type=5&language=en_US) to learn the process for creating your app.