---
schema_version: "1"
id: 5758a618ccc99a4984fba3c1889aeee60fde06baf4744ad147b4ccf30cc2ea2c
title: Configure a Case Insights Dashboard
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/tua_create_dashboard_caseinsights.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_caseinsights.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8fb503909d19594bd3e2282e2c44ad8e57ddf053209fc2ca963bf1d5f4066608
description: The Tableau Next Case Insights dashboard template provides insights to track and optimize the total case volume across different origins and times. It highlights case escalations and resolutions. The dashboard is designed for service teams, delivering real-time insights.
products:
  - Tableau Next
release: "264"
---
# Configure a Case Insights Dashboard

The Tableau Next Case Insights dashboard template provides insights to track and optimize the total case volume across different origins and times. It highlights case escalations and resolutions. The dashboard is designed for service teams, delivering real-time insights.

### 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;"><a href="https://help.salesforce.com/s/articleView?id=analytics.tua_editions.htm&amp;language=en_US" target="_blank">View supported editions.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col>
          <col>
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        <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="d25335e54">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d25335e54 ">To view Marketplace templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25335e54 "><span>Tableau Unmetered Platform Analyst or Tableau Next Platform Analyst</span> permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d25335e54 ">To install semantic models in Data 360:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25335e54 ">Data Cloud Architect permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d25335e54 ">To install and view Service Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25335e54 ">Service Cloud with the Service Insights App license</td>

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

This template requires:

- Customer 360 Data Model installed in Data 360
- Service data kit and Service data bundle installed in Data 360
- Service DMOs: Account, Agent Service Presence, Agent Work, Case, Category, Knowledge Article, Knowledge Article Category, Knowledge Article Engagement, Knowledge Article Version, Linked Knowledge Article, Service Presence, Survey, Survey Invitation, Survey Question, Survey Response, Survey Subject, Survey Version, User, and User Group.

This template is designed to work with the Service Insights DMOs, mapping your service data into valuable visualizations.

1. On the Tableau Next home page, select **Marketplace**.
    1. In the Search box, enter Insights, and select the Case Insights tile.
    2. Or, from a workspace, click **Add**, and select **New Dashboard**.
        
        ![The Dashboard action in the Add menu.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/tua/images/tua_create_dashboard_add.png)
    3. To view dashboard templates, select **From Marketplace**.
        
        ![Open the Tableau Next Marketplace with existing templates to create a dashboard.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/tua/images/tua_create_dashboard_from_mktplc.png)
    4. Select the Case Insights template tile, and click **Next**.
        
        ![Tableau Next Marketplace with the Case Insights template selected.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/tua/images/tua_create_dashboard_mkpl_caseinsights_template.png)
2. View the template details and click **Next**.
3. Enter the hourly cost for your service agents in dollars.
4. Click **Create Dashboard** to start the installation process.

The template checks your org to make sure that all prerequisites and permissions are set up correctly to install the dashboard. If the template validation is successful, the installation process begins. If it fails, you’re provided with a list of errors to resolve.