Help sales teams gain performance insights to build stronger pipelines, improve forecast accuracy, and generate more revenue.
- Create the Revenue Operations Analytics App
A guided flow walks you through creating an app from the Revenue Operations Analytics template. - Upload a Quota Dataset to the Revenue Operations Analytics App
If you don’t have Salesforce Forecasting enabled, you must add quota data to your app. Without quota data, the Team Performance charts can’t provide an accurate visualization of performance metrics. - Configure an Embedded Forecast Overview Dashboard
You can embed the Forecast Overview dashboard in Lightning Experience and Aloha pages. Edit the embedded dashboard to set target lines and the upper bounds for gauges. - Revenue Operations Analytics Datasets
The Revenue Operations Analytics template creates datasets based on your Salesforce configuration.