---
schema_version: "1"
id: 2972c33d72e65d8d5a2c3f7745adfec76d3fbb0f6f5619c87628dd87749f8d75
title: Create the 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_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_rev_ops_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 50f79e517e830ad1b1ee6d611a7f88072c8ee0ea071fc12de49c54d2819aaedc
description: A guided flow walks you through creating an app from the Revenue Operations Analytics template.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Create the Revenue Operations Analytics App

A guided flow walks you through creating an app from the Revenue Operations Analytics template.

### 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 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="d18365e64">Permission Sets
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d18365e64 ">To create and manage the Revenue Operations Analytics app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d18365e64 ">CRM Analytics Plus Admin permission set</td>


          </tr>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d18365e64 ">To use the Revenue Operations Analytics app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d18365e64 ">CRM Analytics Plus User permission set</td>

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

Before you create an app, make sure that:

- You have at least one record for each of the Opportunity, Account, Forecasting Item, Forecasting Type, User, and UserRole objects.
- The Analytics Integration User has the appropriate [Salesforce field-level security](https://help.salesforce.com/s/articleView?id=analytics.bi_templates_field_level_security.htm&release=264.0.0&type=5 "Before creating an app from a template, you may have to give the Analytics Integration User access to all fields used in the app.") to view the fields used in the app.

1. From the Analytics tab or Analytics Studio, click **Create** and then select **App**.
2. Select the Revenue Operations Analytics template to open the guided flow.
3. If you have a Revenue Operations Analytics app, choose whether you want to base this app on an existing one or create another.
    
    The guided flow checks that your org meets the minimum requirements.
4. If your org meets the minimum requirements, click **Looks good, next**.
    
    If the requirements aren’t met, check the feedback.
5. If you use a different field than amount to track the total opportunity value, select the field that you use, and then click **Looks good, next**.
6. Name and save your app.
7. To create snapshots of your opportunity data for period-over-period comparisons, schedule your app to refresh.
    
    The Revenue Operations Analytics app creates two dataflows, one to process the revenue data and another for opportunity data snapshots. A refresh syncs both dataflows. Select a time outside normal work hours so that the data refresh doesn’t interrupt business activities. See [Schedule Data Refresh for a CRM Analytics App](https://help.salesforce.com/s/articleView?id=analytics.bi_templates_schedule_dataflow.htm&release=264.0.0&type=5 "The app creation process includes data assets that import the latest data to CRM Analytics. Schedule the app to be refreshed every day to ensure that your app uses up-to-date data. An app refresh runs all the data assets associated with the app in the required order, including recipes, dataflows, connectors, Einstein Discovery models, and prediction definitions.").

The Revenue Operations Analytics app generates an Einstein Discovery story to predict ways to maximize your sales team’s win rates. The story contains insights on the top revenue drivers—the factors that have top positive and negative impacts on the forecast. The AI or machine learning model is natively generated at app creation.

#### See Also

- [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.")