---
schema_version: "1"
id: ffb765a3873e2d37ae0c3c6023a820129a6f09efe89028b7193690ab7455f7d2
title: Home Embedded Dashboard
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_cib_home.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_cib_home.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5b8faebbc7f36c008c6d0264411e8831968e84792ee50db91e402931ff47c703
description: The Home embedded dashboard includes pipeline metrics, call reports (including any interactions between internal or external deal parties), and account insights.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Home Embedded Dashboard

The Home embedded dashboard includes pipeline metrics, call reports (including any interactions between internal or external deal parties), and account insights.

## Use the Dashboard

Use the Home Embedded dashboard for a comprehensive view of your deals, activities, and accounts.

![Select the tab to get details about deals in progress, call reports, and received fees.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_template_CIB_Home_detail.png)

Click the fields on the left to populate the charts on the right. Click (1) **Open Deals** to understand your open pipeline. Click (2) **Deals in progress** to understand which deals to focus on. Click (3) **Call Reports** to see overall client engagement and progress. Click (4) **Received Fee** to understand expected vs. received fees over time.

## KPI Calculations - Open Deals

- Open Deals: Sum of Transaction Value from Financial Deal object where Deal status is in \["On Hold", "Open"\].
- Open Deals Over time: Sum of Transaction Value from Financial Deal object where Deal status is "Open" over time(Snapshot Date) for Current Year until Current Day.
- Open Deals by stage: Sum of Transaction Value from Financial Deal object where Deal status is "Open" by Stage.

## KPI Calculations - Deals in Progress

- Deals in progress: Count of Deals from Financial Deal Object where status is in \["On Hold", "Open"\].
- Deals in progress over time: Sum of TransactionValue from Financial Deal Object where status is in \["On Hold", "Open"\] over time (Snapshot Date) for YTD.
- Top Accounts: Sum of Transaction from Financial Deal Object grouped by Accounts toggled by Open and on Hold stages.

## KPI Calculations - Call Reports

- \# Call Reports: Count of call reports(Interaction Summary object) created in YTD.
- Call reports over time: Count of call reports created in YTD over CreatedDate.
- Call Reports Overview: Count of call reports created in YTD for Deals grouped by InteractionType.

## KPI Calculations - Received Fee

- Received Fee: Sum of ReceivedFee from Financial Deal object for YTD.
- Received Fee over time: Sum of ReceivedFee from Financial Deal object where Deal status is "Open" over time(Snapshot Date) for Current Year until Current Day.
- Received Fee Donut: Received Fee/ TotalExpectedFee for YTD.
- Received Fee Timeline: Sum of Received Fee and TotalExpectedFee over time for YTD.