---
schema_version: "1"
id: c2a4a3811b087529045f87fe98094e38824bd7d628901907d5b32dec1500a774
title: Evaluate Your Scheduling Efficiency with the Appointment Analytics App
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_appointment.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_appointment.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5d1c0ae1258f525a185ed11525e305c238b0188347d85c68a660a0beb748e5dd
description: 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.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Evaluate Your Scheduling Efficiency with the Appointment Analytics App

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

<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 with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition. Requires a CRM Analytics license.</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="d104145e64">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d104145e64 ">To create and manage the Appointment Analytics app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d104145e64 ">Manage CRM Analytics Templated Apps</td>


          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d104145e64 ">To use the Appointment Analytics app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d104145e64 ">Use CRM Analytics Templated Apps</td>

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

Before you create an app, make sure that:

- You have at least two rows of data in the Service Appointment object.
- Lightning Scheduler is set up in your org. See [Manage Business Information in Salesforce Scheduler](https://help.salesforce.com/s/articleView?id=platform.ls_set_up.htm&type=5&language=en_US).

1. From the Analytics tab or Analytics Studio, click **Create** and then select **App**.
2. Select the Appointment Analytics template to open the guided flow.
    
    The guided flow checks that your org meets the minimum requirements.
3. If your org meets the minimum requirements, click **Looks good, next**.
    
    If the requirements aren’t met, check the feedback.
4. Name and save your app.

#### See Also

- [Create Apps from CRM Analytics Templates: Start Here](https://help.salesforce.com/s/articleView?id=analytics.bi_app_prebuilt_getting_started.htm&release=264.0.0&type=5 "Follow these general procedures when you create Apps from any CRM Analytics Template. Before you create an app, see the help for the CRM Analytics Template you want to use for requirements and instructions specific to that template.")