---
schema_version: "1"
id: 8b7c5996e4e4695ebb6704c844071a81d367d94984ded3f478bbcd1755dbf3dd
title: Visualize Sales Data and Opportunities with the Cluster Analysis Account Segmentation App
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_cluster_accountsegment.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_cluster_accountsegment.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 04635d354b8596506854bc906da7d26d1b9b7be48e8723fd58f7c6c799968fbf
description: Use no-code machine learning to visualize sales data, KPIs, and opportunities by cluster. Get insights into your accounts and products, and change the number of clusters to see different account segments. The Cluster Analysis Account Segmentation template guides you through creating the app.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Visualize Sales Data and Opportunities with the Cluster Analysis Account Segmentation App

Use no-code machine learning to visualize sales data, KPIs, and opportunities by cluster. Get insights into your accounts and products, and change the number of clusters to see different account segments. The Cluster Analysis Account Segmentation 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">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d21300e64">User Permissions
              Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d21300e64 ">To create and manage the Cluster Analysis Account Segmentation app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d21300e64 ">Manage CRM Analytics Templated Apps</td>


          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d21300e64 ">To use the Cluster Analysis Account Segmentation app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d21300e64 ">Use CRM Analytics Templated Apps</td>

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Before you create an app, make sure that:

- Your org uses the Account, Opportunity, and Product objects and that you have at least one opportunity with a product linked to an account.
- The Analytics Integration User has the appropriate [Salesforce field-level security](https://help.salesforce.com/s/articleView?id=analytics.bi_templates_field_level_security.htm&release=264.0.0&type=5 "Before creating an app from a template, you may have to give the Analytics Integration User access to all fields used in the app.") to view the fields that you want to analyze.

1. From the Analytics tab or Analytics Studio, click **Create** and then select **App**.
2. Select the Cluster Analysis: Account Segmentation 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.")