---
schema_version: "1"
id: f334620095452a994756ecb7d6a6f5231f987eba38dba0c7b6578c17bad86d97
title: Collaborate on CRM Analytics Dashboards in Experience Cloud Sites with Annotations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_embed_community_annotations.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_embed_community_annotations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e67089ecc67202a959738f18695e64681ff2600c4a8b0fd9eb6a73f52265c2cd
description: Foster an environment of open communication sparked by CRM Analytics dashboards embedded in Experience Cloud sites. With annotations, partners and customers can converse in Chatter feeds on individual dashboard widgets. Annotations are available whether dashboards are embedded via Visualforce or the Experience Builder.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Collaborate on CRM Analytics Dashboards in Experience Cloud Sites with Annotations

Foster an environment of open communication sparked by CRM Analytics dashboards embedded in Experience Cloud sites. With annotations, partners and customers can converse in Chatter feeds on individual dashboard widgets. Annotations are available whether dashboards are embedded via Visualforce or the Experience Builder.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an extra cost in: Enterprise, Performance, and Unlimited Editions. Also available in: <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_tutorials.htm&amp;release=264.0.0&amp;type=5" title="Trailhead is the fun and free way to learn Salesforce. Get acquainted with CRM Analytics through Trailhead using a special CRM Analytics-enabled Developer Edition org.">Developer Edition</a>.</td></tr></tbody></table>

<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="d92999e63">User
            Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d92999e63 ">To create, customize, or activate a site:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d92999e63 ">
            <p>Create and Set Up Experiences</p>
            <p style="margin-bottom:0;">AND is a member of the
              community they’re trying to update</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d92999e63 ">To modify CRM Analytics settings:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d92999e63 "><em>Analytics Growth</em> permission set license with
            Manage Analytics permission</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d92999e63 ">To view, explore, and share embedded CRM Analytics
            dashboards for users with an Experience Cloud
            license:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d92999e63 ">Analytics for Communities permission set license with
            View Analytics on Communities pages permission</td>

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

![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 Only users with a Customer Community Plus, Partner Community, or Lightning External Apps Plus license can use this feature.

If you haven’t already set up CRM Analytics for Experience Cloud, see [Share CRM Analytics in Experience Cloud Sites](https://help.salesforce.com/articleView?id=bi_app_communities.htm&language=en_US). To set up annotations, verify that Chatter is enabled for your community users. Also, enable feed tracking on CRM Analytics Assets. (For more information, see [Enable Annotations on Dashboard Widgets](https://help.salesforce.com/articleView?id=bi_setup_annotations_enable.htm&language=en_US).)

To create annotations, click ![Icon control to open in CRM Analytics](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_icon_open_in_app.png) to open your embedded dashboard in CRM Analytics. Then select **Annotate** from the dropdown menu on a widget.

![Community dashboard opened in CRM Analytics and showing annotations panel](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_annotations_communities.png)

In the annotations panel, you can type messages and @mention people in your org who have access to the dashboard. You can also share screenshots of the current state of the dashboard. CRM Analytics dashboard annotations are natively integrated with Chatter, and comments on dashboards also appear as Chatter posts. If users click the **Follow** button, they see all comments on the dashboard. From Chatter, they can click the dashboard image to navigate directly to the annotation on the dashboard in CRM Analytics, where they can add to the conversation. For more information, see [Collaborate with Dashboard Annotations](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_annotations.htm&release=264.0.0&type=5 "Annotate dashboard widgets with comments posted in the dashboard and in Chatter. With annotations, you can hold conversations about your data and how it’s visualized, with the dashboard right there for reference.").

The visibility of posts depends on the type of user that makes the original post. For security, external site users can’t see annotations originated by your org’s internal users (unless the external user is @mentioned). But if an internal user replies on an annotation started by an external user, then all users can see all posts. For more information, see the `visibility` property in the [Connect REST API Developer Guide](https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/connect_requests_feed_item_input.htm).