--- schema_version: "1" id: 9268da3544d986da75513dfcd754d47bed4d27c79fc7565ac8cb5fa9fcf9d467 title: Sales Analytics Dashboard Guide 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_dashboard_guide.md canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_wave_dashboard_guide.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 6b9641b5486adcb040a83a132621d1b90296467b1f71ccf73ce7f6a3fbfa9abf description: Sales Analytics includes prebuilt dashboard to meet the needs of everyone on the team. Sales executives, managers, and representatives as well as the operations staff all have instant access to the KPIs they need to manage the sales business. products: - CRM Analytics - Cross Cloud release: "264" --- # Sales Analytics Dashboard Guide Sales Analytics includes prebuilt dashboard to meet the needs of everyone on the team. Sales executives, managers, and representatives as well as the operations staff all have instant access to the KPIs they need to manage the sales business. ### Required Editions
User Permissions Needed
To use CRM Analytics apps: Use CRM Analytics Templated Apps
To use Sales Analytics: Access Sales Cloud Analytics Templates and Apps
To create and manage CRM Analytics apps: Manage CRM Analytics Templated Apps
  Edit CRM Analytics Dataflows
![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 The dashboards included in Sales Analytics differ depending on how you answer configuration wizard questions when you create the app. ## General Purpose and Embedded Dashboards - [Sales Analytics Home](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_home.htm&release=264.0.0&type=5 "Start exploring Sales Analytics with an overview of top-level year-to-date key performance indicators (KPIs).") - [Account (Embedded)](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_summary_account.htm&release=264.0.0&type=5 "Get a snapshot of an account, including its average sales cycle, opportunity amount, and win rate. The dashboard is intended for use when embedded in a Salesforce account or opportunity page.") - [Opportunity (Embedded)](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_summary_opportunity.htm&release=264.0.0&type=5 "Get a summary of an opportunity. You embed the dashboard in a Salesforce opportunity page.") - [Sales Overview Home (Embedded)](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_overview_home.htm&release=264.0.0&type=5 "Designed to be embedded in the Lightning Home page, the dashboard lets sales reps see their KPIs the second they log into Salesforce. They can also quickly access the Sales Analytics dashboards that matter most to them.") ## Dashboards for Sales Managers - [Forecast](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_forecast.htm&release=264.0.0&type=5 "View quota attainment and forecast for each member of the team, and fine-tune the forecast by reviewing opportunities by stage in a selected period.") - [Leaderboard](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_leaderboard.htm&release=264.0.0&type=5 "Gives sales leaders an overview of team and individual rep performance, including quota attainment, pipe coverage, bookings, pipe generation, closed won business, average sales cycle time, and sales activities.") - [Team Activities](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_activities.htm&release=264.0.0&type=5 "See what your team’s been doing to keep on top of opportunities. Look at their total, completed, and overdue tasks and review each member’s calls, events, emails, and tasks.") - [Team Benchmark](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_benchmark.htm&release=264.0.0&type=5 "Shows a ranking of sales rep results across your team’s KPIs, such as closed won deals, best case, and average deal size. Also shows each rep’s performance against team average.") - [Team Trending](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_team_trending.htm&release=264.0.0&type=5 "View company, team, and pipeline changes for a given period, including beginning and end values of the pipe as well as what’s moved in and out.") - [Team Whitespace](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_whitespace.htm&release=264.0.0&type=5 "Use this dashboard to uncover resell and upsell opportunities by viewing whitespace. Whitespace means accounts that you can revisit to create business.") ## Dashboards for Sales Representatives - [Sales Overview Home (Embedded)](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_overview_home.htm&release=264.0.0&type=5 "Designed to be embedded in the Lightning Home page, the dashboard lets sales reps see their KPIs the second they log into Salesforce. They can also quickly access the Sales Analytics dashboards that matter most to them.") - [Accounts](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_rep_accounts.htm&release=264.0.0&type=5 "A snapshot of opportunity, case, and activity trends to help sales reps stay on top of all their accounts.") - [Sales Rep Overview](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_rep_overview.htm&release=264.0.0&type=5 "Sales reps: start here to see the status of opportunities you own and get ideas for the quickest ways to make quota. Review quota attainment, bookings, and pipeline for a given time period. Also uncover key opportunities for accelerating deal closing and review the number of activities you’ve completed in the selected period.") - [Trending](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_team_trending.htm&release=264.0.0&type=5 "View company, team, and pipeline changes for a given period, including beginning and end values of the pipe as well as what’s moved in and out.") - [Whitespace](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_whitespace.htm&release=264.0.0&type=5 "Use this dashboard to uncover resell and upsell opportunities by viewing whitespace. Whitespace means accounts that you can revisit to create business.") (individual) ## Dashboards for Sales Executives - [Executive Overview – Pipeline Performance](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_exec_pipe.htm&release=264.0.0&type=5 "Sales executives get instant pipeline status. You can view the current amount in the pipe, comparison to the previous period, projected closing, and top deals by lead source, product, account, and region. Also get top-level views of sales and service performance.") - [Executive Overview – Sales Performance](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_exec_sales.htm&release=264.0.0&type=5 "Sales executives get instant insight into closed business and quickly recognize trends. See bookings for the period, changes from previous period, as well as win rate, lead conversion rate, and top deals. Also see top-level views of pipeline and service business.") - [Executive Overview – Service Performance](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_service_performance.htm&release=264.0.0&type=5 "Sales executives get instant insight into customer service performance. See average case duration for a selected period compared with previous periods and case duration by account, service channel, and geography.") ## Dashboards for Sales Operations - [Company Overview](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_overview.htm&release=264.0.0&type=5 "Intended to give sales leaders and operations staff high in the corporate hierarchy an overview of the sales business and operations.") - [Company Trending](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_team_trending.htm&release=264.0.0&type=5 "View company, team, and pipeline changes for a given period, including beginning and end values of the pipe as well as what’s moved in and out.") - [Lead Analysis](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_leads.htm&release=264.0.0&type=5 "Boost operational efficiency by taking a close look at your team’s lead conversions. Quickly identify leads that convert the most quickly and visualize the team’s conversion rate. And get a view into top leads by source and region.") - [Sales Performance (Operations)](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_sales_performance_ops.htm&release=264.0.0&type=5 "Sales leaders: Drill into your closed business by geography, account, product, source, or other criteria to get a 360-degree view of the team’s operational efficiency.") - [Sales Stage Analysis](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_sales_stage.htm&release=264.0.0&type=5 "Shows how deals move through stages of the sales process and if deals are moving smoothly. Also reveals bottlenecks and exposes at-risk opportunities.") 1. **[Sales Analytics Home Dashboard](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_home.htm&release=264.0.0&type=5)** Start exploring Sales Analytics with an overview of top-level year-to-date key performance indicators (KPIs). 2. **[Sales Analytics Account Dashboard (Embedded)](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_summary_account.htm&release=264.0.0&type=5)** Get a snapshot of an account, including its average sales cycle, opportunity amount, and win rate. The dashboard is intended for use when embedded in a Salesforce account or opportunity page. 3. **[Sales Analytics Opportunity Dashboard (Embedded)](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_summary_opportunity.htm&release=264.0.0&type=5)** Get a summary of an opportunity. You embed the dashboard in a Salesforce opportunity page. 4. **[Sales Analytics Sales Overview Home (Embedded)](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_overview_home.htm&release=264.0.0&type=5)** Designed to be embedded in the Lightning Home page, the dashboard lets sales reps see their KPIs the second they log into Salesforce. They can also quickly access the Sales Analytics dashboards that matter most to them. 5. **[Sales Analytics Forecast Dashboard](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_forecast.htm&release=264.0.0&type=5)** View quota attainment and forecast for each member of the team, and fine-tune the forecast by reviewing opportunities by stage in a selected period. 6. **[Sales Analytics Leaderboard Dashboard](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_leaderboard.htm&release=264.0.0&type=5)** Gives sales leaders an overview of team and individual rep performance, including quota attainment, pipe coverage, bookings, pipe generation, closed won business, average sales cycle time, and sales activities. 7. **[Sales Analytics Team Activities Dashboard](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_activities.htm&release=264.0.0&type=5)** See what your team’s been doing to keep on top of opportunities. Look at their total, completed, and overdue tasks and review each member’s calls, events, emails, and tasks. 8. **[Sales Analytics Team Benchmark Dashboard](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_benchmark.htm&release=264.0.0&type=5)** Shows a ranking of sales rep results across your team’s KPIs, such as closed won deals, best case, and average deal size. Also shows each rep’s performance against team average. 9. **[Sales Analytics Trending Dashboards](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_team_trending.htm&release=264.0.0&type=5)** View company, team, and pipeline changes for a given period, including beginning and end values of the pipe as well as what’s moved in and out. 10. **[Sales Analytics Team Whitespace Dashboard](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_whitespace.htm&release=264.0.0&type=5)** Use this dashboard to uncover resell and upsell opportunities by viewing whitespace. _Whitespace_ means accounts that you can revisit to create business. 11. **[Sales Analytics Sales Rep Accounts Dashboard](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_rep_accounts.htm&release=264.0.0&type=5)** A snapshot of opportunity, case, and activity trends to help sales reps stay on top of all their accounts. 12. **[Sales Analytics Sales Rep Overview Dashboard](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_rep_overview.htm&release=264.0.0&type=5)** Sales reps: start here to see the status of opportunities you own and get ideas for the quickest ways to make quota. Review quota attainment, bookings, and pipeline for a given time period. Also uncover key opportunities for accelerating deal closing and review the number of activities you’ve completed in the selected period. 13. **[Sales Analytics Executive Overview – Pipeline Performance Dashboard](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_exec_pipe.htm&release=264.0.0&type=5)** Sales executives get instant pipeline status. You can view the current amount in the pipe, comparison to the previous period, projected closing, and top deals by lead source, product, account, and region. Also get top-level views of sales and service performance. 14. **[Sales Analytics Executive Overview – Sales Performance Dashboard](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_exec_sales.htm&release=264.0.0&type=5)** Sales executives get instant insight into closed business and quickly recognize trends. See bookings for the period, changes from previous period, as well as win rate, lead conversion rate, and top deals. Also see top-level views of pipeline and service business. 15. **[Sales Analytics Executive Service Performance](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_service_performance.htm&release=264.0.0&type=5)** Sales executives get instant insight into customer service performance. See average case duration for a selected period compared with previous periods and case duration by account, service channel, and geography. 16. **[Sales Analytics Company Overview Dashboard](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_overview.htm&release=264.0.0&type=5)** Intended to give sales leaders and operations staff high in the corporate hierarchy an overview of the sales business and operations. 17. **[Sales Analytics Lead Analysis Dashboard](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_leads.htm&release=264.0.0&type=5)** Boost operational efficiency by taking a close look at your team’s lead conversions. Quickly identify leads that convert the most quickly and visualize the team’s conversion rate. And get a view into top leads by source and region. 18. **[Sales Analytics Sales Performance Dashboard (Operations)](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_sales_performance_ops.htm&release=264.0.0&type=5)** Sales leaders: Drill into your closed business by geography, account, product, source, or other criteria to get a 360-degree view of the team’s operational efficiency. 19. **[Sales Analytics Sales Stage Analysis Dashboard](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_sales_stage.htm&release=264.0.0&type=5)** Shows how deals move through stages of the sales process and if deals are moving smoothly. Also reveals bottlenecks and exposes at-risk opportunities.