---
schema_version: "1"
id: 3a733859a12b5811727c5f9cb1b33155d10e38865ff94dfbd1874a1d8c4cacbf
title: Revenue Operations Analytics App
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_rev_ops.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_rev_ops.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 084953742aad71bf394c3d877d88b28983bfd4d01d5cfc09d91780fe23189075
description: Help sales teams gain performance insights to build stronger pipelines, improve forecast accuracy, and generate more revenue.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Revenue Operations Analytics App

Help sales teams gain performance insights to build stronger pipelines, improve forecast accuracy, and generate more revenue.

1. **[Create the Revenue Operations Analytics App](https://help.salesforce.com/s/articleView?id=analytics.bi_template_rev_ops_create.htm&release=264.0.0&type=5)**  
    A guided flow walks you through creating an app from the Revenue Operations Analytics template.
2. **[Upload a Quota Dataset to the Revenue Operations Analytics App](https://help.salesforce.com/s/articleView?id=analytics.bi_template_rev_ops_upload_quota.htm&release=264.0.0&type=5)**  
    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.
3. **[Configure an Embedded Forecast Overview Dashboard](https://help.salesforce.com/s/articleView?id=analytics.bi_template_rev_ops_sales_manager_db.htm&release=264.0.0&type=5)**  
    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.
4. **[Revenue Operations Analytics Datasets](https://help.salesforce.com/s/articleView?id=analytics.bi_template_rev_ops_datasets.htm&release=264.0.0&type=5)**  
    The Revenue Operations Analytics template creates datasets based on your Salesforce configuration.