Set Up Commerce Analytics Dashboards and Reports

Use the Commerce Analytics dashboards to monitor business performance in B2B stores.

Required Editions

  1. Click Setup at the top of the page, and then select Commerce Setup Assistant.
  2. In the Salesforce Commerce Setup tile, click View Details.
  3. On the Additional Setup tab, locate Dashboards and Reports. Click Install Dashboards.
    To check the status of the installation, refresh the page.
  4. Go to your store’s home page, and in the navigation menu, click Insights.
  5. Click Business Overview Dashboard.
  6. From the Time Range dropdown, select All to apply the time range filters to all the reports in the dashboard.
  7. Click a dashboard report to open it in the Report Viewer, where you can make customizations, such as change the chart type or add filters.
    The Business Overview Dashboard.