---
schema_version: "1"
id: a848867a5db467d82771606696bd29011628b12f4ae134cd449da898817f3043
title: Configure a Top Open Opportunities Visualization
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/tua_create_viz_top_open_opptys.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.tua_create_viz_top_open_opptys.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dae5fa62ce043174e94af491ece9d35c9b0dac602c292906d15d19b6e047bc1c
description: The Tableau Next Top Open Opportunities visualization template provides instant insights for sales managers to review and track top open opportunities. This visualization uses the data from the Sales Insights semantic model. Designed to allow analysts to visualize their data instantly and provide stakeholders with actionable insights, bypassing the time-consuming process of manual configuration and complex data modeling.
products:
  - Tableau Next
release: "264"
---
# Configure a Top Open Opportunities Visualization

The Tableau Next Top Open Opportunities visualization template provides instant insights for sales managers to review and track top open opportunities. This visualization uses the data from the Sales Insights semantic model. Designed to allow analysts to visualize their data instantly and provide stakeholders with actionable insights, bypassing the time-consuming process of manual configuration and complex data modeling.

### 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>
        </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="d18624e54">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d18624e54 ">To view Marketplace templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d18624e54 "><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="d18624e54 ">To install semantic models in Data 360:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d18624e54 ">Data Cloud Architect permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d18624e54 ">To install and view Sales Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d18624e54 ">Sales Insights user permission</td>

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

This template requires:

- Customer 360 Data Model installed in Data 360
- Sales Insights data kit installed in Data 360
- Sales DMOs: Account, Lead, Opportunity, Opportunity History, Opportunity Stage, Task, User, User Role, Contact Point Address, Business Period, Calendar Event, Forecasting Fact, and Forecasting Item.

This template is designed to work with the Sales Insights DMOs, mapping your sales data directly into this visualization.

1. On the Tableau Next home page, select **Marketplace**.
    1. In the Search box, enter Top, and select the Top Open Opportunities tile.
    2. Or, from a workspace, click **Add**, and select **Visualization**.
        
        ![Add Visualization option](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/tua/images/tua_create_viz_add.png)
    3. To view visualization templates, select **From Marketplace**.
        
        ![Open the Tableau Next Marketplace with existing templates to create a visualization.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-tua-264-0-0-production-enus/d794334f-d174-49d3-a4d2-a615bd2e54aa/tua/images/tua_create_viz_from_mktplc.png)
    4. Select the Top Open Opportunities template tile and click **Next**.
        
        ![Tableau Next Marketplace with the Top Open Opportunities 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_viz_mkpl_top_open_oppty_template.png)
2. View the template details and click **Next**.
3. Select the data space for the semantic model.
4. Click **Next** 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 visualization. If the template validation is successful, the installation process begins. If it fails, you’re provided with a list of errors to resolve.