Configure an Analytics Card for the Consumer Goods Offline Mobile App

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

  1. From the App Launcher, find and select Mobile Links, and then click New.
  2. Select Analytics.
  3. Enter the name of the mobile link. For example, Einstein Analytics.
  4. Select a scheme name, for example sfanalytics. Then, select a corresponding asset type.
  5. Select the Consumer Goods Offline mobile app screen to show the quick access card on: Your Day or Store Cockpit.
  6. Select the sales org.
  7. Save your changes.