---
schema_version: "1"
id: 5a231b9e9efb8800a38694ad8e7a0e5213e815fa49edc610be24f8f582c49336
title: Install the CRM Sample Dashboards from AppExchange
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/dashboards_install_sample_appexchange.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.dashboards_install_sample_appexchange.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 117b04b4e24f689210641506c1745cbde710419d933402c3dab635d95a9f20b0
description: Use these dashboards from the AppExchange as a starting point for building dashboards that meet your business needs.
products:
  - Cross Cloud
release: "264"
---
# Install the CRM Sample Dashboards from AppExchange

Use these dashboards from the AppExchange as a starting point for building dashboards that meet your business needs.

### 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 in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong> (View Only), <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</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="d76911e82">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d76911e82 ">To install packages:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d76911e82 ">Download AppExchange Packages</td>

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

The CRM sample dashboards package from AppExchange offers best-practice dashboards with underlying reports that are based on your organization’s standard objects and fields. You can use these sales, marketing, service, and support dashboards to track business processes and key performance metrics for yourself, your team, and your company. Dashboards in this package include:

- Sales & Marketing Dashboards
    - Marketing Executive Dashboard
    - Sales Executive Dashboard
    - Sales Manager Dashboard
    - Salesperson Dashboard
- Customer Service Dashboards
    - Agent Supervisor Overview Dashboard
    - Service Executive Overview Dashboard
    - Service KPIs Dashboard

1. In AppExchange, search for “Salesforce CRM Dashboards” and click **Get It Now**.
2. To install the sample dashboards, install the package.