Create an app to track your subscription renewals and the value of your subscription-based products in a dashboard. The Subscription Analytics template guides you through creating the app.
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 and Salesforce CPQ license. |
| User Permissions Needed | |
|---|---|
| To create and manage the Subscription Analytics app: | Manage CRM Analytics Templated Apps |
| To use the Subscription Analytics app: | Use CRM Analytics Templated Apps |
Before you create the app, make sure that:
- Your org has at least one Salesforce CPQ Subscription record.
- The Analytics Integration User has the appropriate Salesforce field-level security to view the fields that you want to analyze.
- From the Analytics tab or Analytics Studio, click Create and then select App.
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Select the Subscription Analytics template to open the guided flow.
The guided flow checks that your org meets the minimum requirements.
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If your org meets the minimum requirements, click Looks good,
next.
If the requirements aren’t met, check the feedback.
- Name and save your app.