Learn about your team’s appointment volume and your reps’ performance to see how well
your service team is applying their resources to meet customer needs. The Appointment Analytics
template guides you through creating the app.
Required Editions
| Available with CRM Analytics, which is available for an extra cost in
Enterprise, Performance, and Unlimited Editions. Also
available in Developer Edition. Requires a CRM Analytics license.
|
| User Permissions
Needed |
| To create and manage the Appointment Analytics app: |
Manage CRM Analytics Templated Apps |
| To use the Appointment Analytics app: |
Use CRM Analytics Templated Apps |
Before you create an app, make sure that:
-
From the Analytics tab or Analytics Studio, click Create and
then select App.
-
Select the Appointment Analytics template to open the guided flow.
The guided flow checks that your org meets the minimum requirements.
-
If your org meets the minimum requirements, click Looks good,
next.
If the requirements aren’t met, check the feedback.
-
Name and save your app.
