---
schema_version: "1"
id: ce9a7e087d45448b7ad33a580d6dbd1ce3acedb2901acd79a1f61ad4934dd6a1
title: Account Insights 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_comms_bus_accounts.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_comms_bus_accounts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: eb1250b8ea11acd80f0b6b128bd8c70419600f4515f0937a0a474d0b7c0a1e80
description: The Account Insights embedded dashboard allows you to embed your account information anywhere so that it’s accessible at-a-glance. This dashboard provides information about opportunities, quotes, and orders for an account so you can optimize selling.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Account Insights Embedded Dashboard

The Account Insights embedded dashboard allows you to embed your account information anywhere so that it’s accessible at-a-glance. This dashboard provides information about opportunities, quotes, and orders for an account so you can optimize selling.

### 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: Developer edition and for an extra cost in Enterprise, Performance, and Unlimited editions.</td></tr></tbody></table>

## Embed the Account Insights Dashboard

You can embed and access the Account Insights dashboard in Lightning Experience pages and Salesforce Classic experiences.

The Account Insights dashboard requires filters to be added when embedding it. Use the following syntax: `{"datasets":{"Quote":[{"fields":["AccountId"],"filter":{"operator":"in","values":["$Id"]},"locked":true,"hidden":true}],"Order":[{"fields":["AccountId"],"filter":{"operator":"in","values":["$Id"]},"locked":true,"hidden":true}],"Opportunity":[{"fields":["AccountId"],"filter":{"operator":"in","values":["$Id"]},"locked":true,"hidden":true}]}}`

For general instructions on embedding dashboards, see [Embed Dashboards Everywhere](https://help.salesforce.com/s/articleView?id=analytics.bi_embed.htm&release=264.0.0&type=5 "Embed CRM Analytics dashboards in every Salesforce experience.") in Salesforce Help.

For instructions on filtering embedded dashboards, see [Filter and Selection Syntax for Embedded Dashboards](https://help.salesforce.com/s/articleView?id=analytics.bi_embed_filters.htm&release=264.0.0&type=5 "To specify filters or dashboard selections that require JSON strings, use the Filter attribute of the LWC CRM Analytics Dashboard component or the Filter String attribute of the embedded CRM Analytics Dashboard Aura component.") in Salesforce Help.

## Understand Your Account Opportunities

![The CRM Analytics for Communications for Business - Account Insights Embedded Dashboard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_templates_comms_account1.png)

 
| Section | Description |
| --- | --- |
| ( 1.) Avg Margin | The average margin for current quotes. |
| ( 2.) vs last week | This week’s average margin vs. last week’s average margin. Use this metric to see if your margins are trending up or down. |
| ( 3.) | Quotes over time with the margin for each quote. Hover over points on the graph to see the details for each quote’s creation date and average quote margin total. |
| ( 4.) ![The Navigation button.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_templates_comms_nav.png) | See more details about quotes and orders by navigating left or right. |
| ( 5.) Opportunities (Price Quote Stage) | The total opportunity. To see what percentage of the total opportunity has quotes, hover over the bar graph. |
| ( 6.) # w/o quotes created | The number of opportunities without quotes created. To see a detailed chart that includes the name of the opportunity and the amount (in dollars), hover over the number. |
| ( 7.) # of Quotes Denied | The number of quotes denied. To see the percent of quotes denied, hover over the bar graph. To see a detailed list of the denied quotes, hover over the number. |
| ( 8.) # presented for acceptance | The number of quotes presented for acceptance. To see a detailed table of quotes presented for acceptance, including the quote margin total and the effective quote total, hover over the number. |

## KPI Calculations

- Average Margin %: Avg of vlocity\_cmt\_\_QuoteMarginTotal\_\_c.
- Margin trending Chart: Avg of vlocity\_cmt\_\_QuoteMarginTotal\_\_c by CreatedDate.
- % Opp with Quotes: Sum of OppsWithQuotes / TotalOpps as %.
- $ Opportunities (Price Quote Stage): Sum of Amount.
- \# w/out quote created: Count of Rows.
- % of quotes denied: Sum of QuotesDenied / TotalQuotes as %.
- \# of quotes denied: Count of rows.
- \# presented for acceptance: Count of rows.

## Understand Your Account Quotes

![The CRM Analytics for Communications for Business - Account Insights Embedded Dashboard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_templates_comms_account2.png)

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.44481605351171%">
          <col style="width:66.5551839464883%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d68332e251">Section</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d68332e254">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Section" class="slds-cell-wrap" style="vertical-align:top;" headers="d68332e251 ">( 1.) <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_templates_comms_nav.png" alt="The navigation button"></span>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68332e254 ">To see more details about the account opportunities and orders, navigate left or
              right.</td>

          </tr>
          <tr class="">
            <td data-label="Section" class="slds-cell-wrap" style="vertical-align:top;" headers="d68332e251 ">( 2.) </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68332e254 ">To see the percent of quotes in draft, hover over the bar graph.</td>

          </tr>
          <tr class="">
            <td data-label="Section" class="slds-cell-wrap" style="vertical-align:top;" headers="d68332e251 ">( 3.) #Draft Quotes</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68332e254 ">Quotes that have been accepted and are ready to submit. To see the list of quotes,
              including the days to quote and effective quote total, hover over the number. </td>

          </tr>
          <tr class="">
            <td data-label="Section" class="slds-cell-wrap" style="vertical-align:top;" headers="d68332e251 ">( 4.) </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68332e254 ">
              <p>The chart shows the number of quotes in the following states: </p>
              <ul>
                <li>Approved. The quote was approved and is ready to present to the customer. </li>

                <li>Accepted: The customer accepted the quote. </li>

                <li>Denied: The customer denied the quote.</li>

                <li>Draft: The draft was created. </li>

                <li>In review: The quote was submitted for review, but not yet approved.</li>

                <li>Presented: The quote was presented to the customer, and not yet accepted or
                  denied.</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Section" class="slds-cell-wrap" style="vertical-align:top;" headers="d68332e251 ">( 5.) </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68332e254 ">To see the percent of orders in draft, hover over the bar graph. </td>

          </tr>
          <tr class="">
            <td data-label="Section" class="slds-cell-wrap" style="vertical-align:top;" headers="d68332e251 ">( 6.) # Ready to submit orders</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68332e254 ">To see the order number and amounts, hover over the number.</td>

          </tr>
          <tr class="">
            <td data-label="Section" class="slds-cell-wrap" style="vertical-align:top;" headers="d68332e251 ">( 7.) </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d68332e254 ">
              <p>The chart shows the number of orders in the following states: </p>
              <ul>
                <li>Activated</li>

                <li>In progress</li>

                <li>Queued</li>

                <li>Ready to submit</li>

              </ul>
            </td>

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

## KPI Calculations

- % of quotes in draft: Sum of DraftQuotes / TotalQuotes as %.
- \# Draft Quotes: Count of rows.
- Quotes by status chart: Quotes by Status.
- % orders in draft: Sum of DraftOrders / TotalOrders as %.
- \# Ready to Submit Orders: Count of rows.
- Orders by status chart: Count of Orders by vlocity\_cmt\_\_OrderStatus\_\_c.

## Understand Your Account Orders

![The CRM Analytics for Communications for Business - Account Insights Embedded Dashboard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_templates_comms_account3.png)

 
| Section | Description |
| --- | --- |
| ( 1.)![The navigation button.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_templates_comms_nav.png) | To see more details about the account opportunities and quotes, navigate left or right. |
| ( 2.) # Orders Submitted | To see the percentage of orders submitted, hover over the bar graph. Use this metric to determine which orders to follow up on. |
| ( 3.) | To see a table of the submitted orders, hover over the number. |
| ( 4.) | View the states of your orders using this bar graph. You can see the number of orders in different states. |
| ( 5.) | To see the percent of orders pending fulfillment, hover over the bar graph. You can view the average in minutes or hours. |
| ( 6.) # orders pending fulfillment | The number of orders pending fulfillment. You can see the orders that need follow-up to determine why they aren’t yet fulfilled. To display the list of orders pending fulfillment, hover over the number. |

## KPI Calculations

- % orders submitted: Sum of OrderSubmitted / TotalOrders as %.
- \# orders submitted: Count of rows.
- orders by order status chart: Count of Orders by vlocity\_cmt\_\_OrderStatus\_\_c.
- % orders pending fulfillment: Sum of OrdersPendingFulfillment / Total Orders as %.
- Avg Hours/Minutes to fulfill order: ActivatedDate - vlocity\_cmt\_\_SubmittedToOmDate\_\_c.
- \# orders pending fulfillment: Count of rows.