---
schema_version: "1"
id: bba3653e9f656d467232ac0526615718e989c0d4dbc20b26094695c8df0fcd84
title: Analytics Design Toolkit
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_design.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_design.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d2898c5dc13401c3bf588d5fd95e50f0512fe0c744c68ce0c920e92482d2bd76
description: Use the Analytics Design Toolkit to create an app with ready-made dashboard, charts, and widget templates that you can use to get started fast with your own apps.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Analytics Design Toolkit

Use the Analytics Design Toolkit to create an app with ready-made dashboard, charts, and widget templates that you can use to get started fast with your own apps.

### Required Editions

<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="d125558e34">User Permissions
            Needed</th>
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          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d125558e34 ">To create and manage the Analytics Design Toolkit app:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d125558e34 ">Manage CRM Analytics Templated Apps</td>


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        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d125558e34 ">To use the Analytics Design Toolkit app:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d125558e34 ">Use CRM Analytics Templated Apps</td>

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The Analytics Design Toolkit gives you a starting point for your own CRM Analytics app design and development. The app’s dashboard, chart, and widget templates follow the internal Salesforce design guidelines. Brand the app with your own color, then apply the designs to your own data to build your own app.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_important.png)

Important See [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.") for general app creation procedures for all CRM Analytics templated apps. The information here provides specifics about creating and using the Analytics Design Toolkit app.

## Create the Analytics Design Toolkit

If you have newly enabled CRM Analytics, the app is created for you by default. If you have already enabled CRM Analytics for your org, you can install it manually using the instructions below, or you can enable auto-installation in the Settings menu.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)

Note To see the status of your auto-installed app, go to **Setup** > **Feature Settings** > **Analytics** > **Analytics** > **Auto-Installed Apps**. This app will auto-upgrade when the template is updated. To learn about auto-upgrade, see [Auto-Installed Apps](https://help.salesforce.com/s/articleView?id=analytics.bi_auto_install_apps.htm&release=264.0.0&type=5 "Monitor and interact with installed apps on the Apps tab.").

The Analytics Design Toolkit configuration wizard requires that you select a color for your app. Click the disclosure triangle next to the color square on the left of the wizard page and select a color. You can also manually enter values for Hex, R, G, and B. Then click **Done**.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_tip.png)

Tip Select a color that matches your color scheme you use for your company or your brand ID.

## Use the Analytics Design Toolkit

Open the app.

- From the app picker ![The Lightning Experience app picker](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/app_launcher_icon.png), select **CRM Analytics Studio** to open the CRM Analytics home page.
- Under **Browse** in the left column, select **All Items**.
- Select the **Apps** tab, then click your app to open it. If you can’t immediately find it, consult your Salesforce administrator to find out the name they gave it when creating the app.

Click **Run App** to open its dashboard, which includes three tabs:

- **Styles**. Shows you the styles used in the app, including colors, typography, and widgets.
- **Components**. Dashboard components are a type of dashboard widget that can contain other widgets, pages, and Lightning Web Components. Use dashboard components to manage and reuse groups of charts, tables, filters, text, and more in multiple dashboards.
- **Layouts**. The layout helps define how the viewer interprets data. The layout helps to frame insights and drive actions.

![The CRM Analytics Design app dashboard Template tab](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_prebuilt_apps_design.png)

Design Style Guide includes two datasets based on CSV files to populate the examples in the app. Add your own data to the app, then reuse the examples to build your own app. See [Build CRM Analytics Dashboards](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_build_flex.htm&release=264.0.0&type=5 "Build a CRM Analytics dashboard to continuously monitor key metrics of your business, analyzing the results by key dimensions, like region, products, and time period. Add interactive charts that synthesize information into an easy-to-read format. To complement the charts, add tables that show record-level details. Add filters to allow dashboard viewers to change the focus of the results. Create customized layouts to optimize the display of a dashboard on different types of devices, like mobile phones, tablets, and desktops.").

## Create Your Own Beautifully Designed Apps

Here are some tips for putting Design Style Guide to use in your own app designs:

- When you create the app, select the color pattern that most closely matches your brand or corporate identity.
- In the app’s dashboard, select the widget, component, or layout of your choice and move it to a new page in the app you’re building. From there, you can add metrics and other CRM Analytics Studio features using dashboard designer.
- Create a new layout by saving a new copy of the dashboard in your own app and moving widgets around. The template created them with the color pattern of your choice, so they’ll already reflect your brand.