Configure analytics cards so your sales reps can access reports and dashboards from within the Consumer Goods offline mobile app. You can create separate analytics cards for the user and store cockpits.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have Consumer Goods Cloud enabled
|
| User Permissions Needed |
| To configure analytics cards: |
CGCloud Business Admin
OR
CGCloud Retail Business Admin
|
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From the App Launcher, find and select Mobile Links, and then click
New.
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Select Analytics.
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Enter the name of the mobile link. For example, Einstein
Analytics.
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Select a scheme name, for example sfanalytics. Then, select a
corresponding asset type.
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Select the Consumer Goods Offline mobile app screen to show the quick access card on: Your
Day or Store Cockpit.
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Select the sales org.
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Save your changes.