Install the Preconfigured Sales Cloud Dashboards from AppExchange

The preconfigured Sales Cloud dashboards and underlying reports are based on Sales Cloud objects and fields. Use these dashboards to track key performance metrics for your executives, sales managers, sales reps, and other team members.

Required Editions

Available in: Lightning Experience
Available in: Essentials, Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To install packages: Download AppExchange Packages
  1. In AppExchange, search for Preconfigured Sales Cloud Dashboards.
  2. Click Get It Now.
  3. Install the package.