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.
Required Editions
| Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition. Requires a CRM Analytics Plus license. |
| Permission Sets Needed | |
|---|---|
| To create and manage the Revenue Operations Analytics app: | CRM Analytics Plus Admin permission set |
| To use the Revenue Operations Analytics app: | CRM Analytics Plus User permission set |
- From the Analytics tab or Analytics Studio, click Browse and find the dashboard.
- In the dashboard’s dropdown menu, select Edit.
- Click the widget that you want to edit.
- In the properties panel on the right, change the target lines or upper bound values.
- Save the dashboard.