---
schema_version: "1"
id: e0ebf4db153b09d731c81d514cac53157531b31f6de900189ea0562e0476a6aa
title: Configure a Service Agent Analytics 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_service_agent_analtyics.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.tua_create_dashboard_service_agent_analtyics.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e14f2e2a7c4fbff8965eaf195f212fe44114d3610b87db84a2ecfdb21390cd9d
description: The Tableau Next Service Agent Analytics dashboard template provides data about your service agent performance, conversation metrics tracking, and how to optimize your agents. It includes 12 visualizations focusing on agent performance, usage, and quality. The dashboard is designed for users who refine and improve AI agents, delivering real-time insights.
products:
  - Tableau Next
release: "264"
---
# Configure a Service Agent Analytics Dashboard

The Tableau Next Service Agent Analytics dashboard template provides data about your service agent performance, conversation metrics tracking, and how to optimize your agents. It includes 12 visualizations focusing on agent performance, usage, and quality. The dashboard is designed for users who refine and improve AI agents, 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>
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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="d43989e54">User Permissions
              Needed</th>
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        </thead>
        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d43989e54 ">To view Marketplace templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d43989e54 "><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="d43989e54 ">To install semantic models in Data 360:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d43989e54 ">Data Cloud Architect permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d43989e54 ">To install and view Service Agent Analytics:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d43989e54 ">Agentforce Service Agent Configuration permission set</td>

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

This template requires:

- Installation and setup the Agentforce Analytics Foundations. For more information, see [Set Up Agent Analytics](https://help.salesforce.com/s/articleView?id=ai.generative_ai_agent_analytics_setup.htm&language=en_US) . These steps include installing the required data kit and enabling session tracing.
- A minimum of one Service Agent.
- AI Agent DMOs: AI Agent Interaction, AI Agent Interaction Message, AI Agent Interaction Step, AI Agent Moment, AI Agent Moment Interaction, AI Agent Session, AI Agent Session Participation, AI Agent Tag, AI Agent Tag Association, AI Agent Tag Definition, and AI Agent Tag Definition Usage.

This template is designed to work with the AI Agent DMOs, mapping your Agentforce analytics data for use in insights.

1. On the Tableau Next home page, select **Marketplace**.
    1. In the Search box, enter Service, and select the Service Agent Analytics 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 Service Agent Analytics template tile, and click **Next**.
        
        ![Tableau Next Marketplace with the Service Agent Analytics 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_servagentanalytics_template.png)
2. View the template details and click **Next**.
3. Select the data space for the semantic model.
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.