---
schema_version: "1"
id: 68a9a54b7dca8a5035aba9b30cf35d2db2c2f52b676380abc7c982b55dae6669
title: Customize Sales Analytics with the Configuration Wizard
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_app_sales_wave_configurator.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_wave_configurator.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5bfbd1b0c3686dfec669d010671be338051a4682a66fd73765ac608c2caa99c1
description: Create Sales Analytics with the configuration wizard so the app reflects how your company prefers to view Salesforce data.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Customize Sales Analytics with the Configuration Wizard

Create Sales Analytics with the configuration wizard so the app reflects how your company prefers to view Salesforce data.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d88983e36">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d88983e36 ">To create and manage CRM Analytics apps:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d88983e36 ">Manage CRM Analytics Templated Apps</td>


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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d88983e36 ">&nbsp;</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d88983e36 ">Edit CRM Analytics Dataflows</td>

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When you start the app creation process, Sales Analytics opens the configuration wizard. The wizard guides you through these steps.

1. Checks your org to be sure it meets minimum data requirements and to detect features that can be added to your app. The results let you know if you have to add data or change Salesforce settings to create the app. It also lets you know about available features.
2. Asks you to choose between basic and custom create options. Basic is intended for first-time app users, while custom lets experienced administrators fine-tune app setup.
3. Choose the basic option, and CRM Analytics creates the app quickly with default settings.
4. Choose custom and the wizard guides you through the steps to fine-tune your app.
    1. Add features to your app
    2. Answer a series of questions about how you use data in your org.

The following provide details about each using each part of the wizard. Read them in the order shown to get the best results when you create Sales Analytics. Click the question mark ![Analytics wizard help icon](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_help_icon.png) in the top-right corner of each page of the wizard to see help for that page.

1. **[Sales Analytics Wizard Data and Feature Check](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_data_feature_check.htm&release=264.0.0&type=5)**  
    At the start of app creation, Sales Analytics scans your org. It checks to make sure you can create the app and looks for features and data to add to your app.
2. **[Choose Sales Analytics Wizard App Creation Options](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_wizard_options.htm&release=264.0.0&type=5)**  
    After Sales Analytics checks your org’s data and features, choose between basic and custom app creation options.
3. **[Use the Sales Analytics Wizard Basic Create Option](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_wizard_basic.htm&release=264.0.0&type=5)**  
    Select the basic app creation option when you create Sales Analytics for the first time or when you want to create the app quickly.
4. **[Use the Sales Analytics Wizard Custom Create Option](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_wizard_custom.htm&release=264.0.0&type=5)**  
    Custom app creation gives more advanced Salesforce administrators fine-grained control over Sales Analytics features and data.
5. **[How to Answer Custom Wizard Questions](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_wizard_guidelines.htm&release=264.0.0&type=5)**  
    The custom version of the Sales Analytics configuration wizard asks you a series of questions about your data. Follow these general guidelines, and the specifics that follow, to get the best result.
6. **[Opportunities Questions, Sales Analytics Custom Wizard Step 5 of 9](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_wizard_opportunities_step5.htm&release=264.0.0&type=5)**  
    Tell Sales Analytics how you prefer to view data from the Opportunities object.
7. **[Products Questions, Sales Analytics Custom Wizard Step 6 of 9](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_wizard_products_step6.htm&release=264.0.0&type=5)**  
    Tell Sales Analytics how you prefer to view data from the Opportunities object.
8. **[Questions To Fine-Tune Sales Analytics, Custom Wizard Step 7 of 9](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_wizard_enhance_step7.htm&release=264.0.0&type=5)**  
    Answer questions about data visibility as well as account team, opportunity team, and record type data in Sales Analytics.
9. **[Questions About Leads Sales Analytics, Custom Wizard Step 8 of 9](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_wizard_leads_step8.htm&release=264.0.0&type=5)**  
    Answer questions about how Sales Analytics displays data from the Leads object.
10. **[Bring Data into Sales Analytics, Custom Wizard Step 9 of 9](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_wizard_add_data_step9.htm&release=264.0.0&type=5)**  
    Optional questions that let you add data to Sales Analytics.

#### See Also

- [Create and Share Sales Analytics](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_wave_create.htm&release=264.0.0&type=5 "Follow these steps to create Sales Analytics and start uncovering the value of your Salesforce data.")