---
schema_version: "1"
id: b92e5bb9852acff588573994eae6fb8cf55c95b72eb2807abe5169c860a9ee7d
title: Add a Customer Insights Dashboard to a Page
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_cust_insights_embed_dashboards.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_cust_insights_embed_dashboards.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2e984dfa68fb11154d1612d52a892b497bcc086e87c8f8f8ae632698a3441cf3
description: Get the insights that you use most by embedding a Customer Insights dashboard in a page.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Add a Customer Insights Dashboard to a Page

Get the insights that you use most by embedding a Customer Insights dashboard in a page.

### 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 Growth or CRM Analytics Plus 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="d172509e64">Permission Sets
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d172509e64 ">To create and manage the app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d172509e64 ">Manage CRM Analytics Templated Apps</td>


          </tr>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d172509e64 ">To use CRM Analytics template apps:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d172509e64 ">Use CRM Analytics Templated Apps</td>

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

## Embed the Accounts Dashboard

1. On the Accounts tab, click the Setup icon, and select **Edit Page**.
2. From the Components menu on the left, select the CRM Analytics dashboard and drag it onto your dashboard.
3. In the right panel, select the Accounts Embedded dashboard.
4. Change the height to an appropriate size.
    
    A height of 620 is recommended.
5. Click **Add Dashboard Filter.**
6. Add the Case, Opportunity, and Activity datasets.
    1. For each dataset, select **Account ID Embed**.
    2. For the operator, select **Equals**.
    3. Click **Select**, to open Select Object Field, and select **Account ID**.
    4. Click **Done**, and then click **OK**.
7. Deselect **Show Title** and **Show Header**.
8. Save your changes.

## Embed the Case Dashboard

1. On the Cases tab, click the Setup icon, and select **Edit Page**.
2. From the Components menu on the left, select the CRM Analytics dashboard and drag it onto your dashboard.
3. In the right panel, select the Case Embedded dashboard.
4. Change the height to an appropriate size.
    
    A height of 240 is recommended.
5. Click **Add Dashboard Filter.**
6. Add the Account, Case, CaseHistory, and Opportunity datasets.
    1. For the Account, Case, and Opportunity dataset, select **Account ID** and for CaseHistory select **CaseID**.
    2. For the operator, select **Equals**.
    3. Click **Select**, to open Select Object Field, and select **Account ID**.
    4. Click **Done**, and then click **OK**.
7. Deselect **Show Title** and **Show Header**.
8. Save your changes.

## Embed the Opportunity Dashboard

1. On the Opportunities tab, click the Setup icon, and select **Edit Page**.
2. From the Components menu on the left, select the CRM Analytics dashboard and drag it onto your dashboard.
3. In the right panel, select the Opportunity Embedded dashboard.
4. Change the height to an appropriate size.
    
    A height of 85 is recommended.
5. Click **Add Dashboard Filter**.
6. Add the Case, Opportunity, OpportunityHistory, and Activity datasets.
    1. For
        
        - Case select **Account ID Embed**
        - Opportunity select **Opportunity ID Embed**
        - OpportunityHistory select **Opportunity ID Embed**
        - Activity select **OppID\_Embed**
    2. For the operator, select **Equals**.
    3. Click **Select**, to open Select Object Field, and for
        
        - Case select **Account ID**
        - Opportunity select **Opportunity ID**
        - OpportunityHistory select **Opportunity ID**
        - Activity select **Opportunity ID**
    4. Click **Done**, and then click **OK**.
7. Deselect **Show Title** and **Show Header**.
8. Save your changes.