---
schema_version: "1"
id: 84bafdeb01c6bae5cd40c13281b48ce71a6842e4b0379056f0e7b3c0569a985e
title: Configure an Embedded Forecast Overview Dashboard
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_sales_manager_db.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_rev_ops_sales_manager_db.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e16292815846094dbbbcce59236542a40e1acb694d54329b9641a5724eb09b1c
description: 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.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# 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.

### 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="d203959e64">Permission Sets Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d203959e64 ">To create and manage the Revenue Operations Analytics app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d203959e64 ">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="d203959e64 ">To use the Revenue Operations Analytics app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d203959e64 ">CRM Analytics Plus User permission set</td>

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

1. From the Analytics tab or Analytics Studio, click **Browse** and find the dashboard.
2. In the dashboard’s dropdown menu, select **Edit**.
3. Click the widget that you want to edit.
4. In the properties panel on the right, change the target lines or upper bound values.
5. Save the dashboard.

#### See Also

- [Embed Dashboards in Lightning Pages](https://help.salesforce.com/s/articleView?id=analytics.bi_embed_lightning.htm&release=264.0.0&type=5 "Add LWC or Aura CRM Analytics dashboards to Lightning home pages, record pages, and app home pages to provide interactive visualizations of your data. Users can drill down and explore the dashboard within a Lightning page.")