---
schema_version: "1"
id: 08830335faff4421df819e3a94e80ea71eaadb20da836d1f391e4534ee4d1c5d
title: Communications Sales Insights Dashboards
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_sales_insights_dashboards.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_sales_insights_dashboards.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 22eaaa11b3f3df4b26a4198b0b89f57a9549ec4443d599dbe3d4ba36a82485bc
description: Communications Sales Insights includes three dashboards—Opportunities, Quotes, and Orders—that show data-driven views of your contact center's sales pipeline, quote activity, and order fulfillment.
products:
  - Communications
release: "264"
---
# Communications Sales Insights Dashboards

Communications Sales Insights includes three dashboards—Opportunities, Quotes, and Orders—that show data-driven views of your contact center's sales pipeline, quote activity, and order fulfillment.

### 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;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> editions with Communications Cloud Advanced and Agentforce for Communications.</td></tr></tbody></table>

## Dashboard Requirements

To view data in the Communications Sales Insights dashboards, configure the features associated with each dashboard and populate them with data.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/images/icon_note.png)

Note If you use a managed package and haven't installed the data kit before, install the kit from the [package installation page](https://login.salesforce.com/packaging/installPackage.apexp?p0=04ti8000001pZhVAAU). Salesforce updates the data kit with each release. Check that the latest version is installed.

## Communications Insights Hub

After installing the app, navigate to the Communications Sales Insights Dashboard to open the Communications Insights Hub.

The hub surfaces the KPIs that matter most at each lifecycle stage—win rates, quote acceptance, and order fulfillment—with trends and comparisons. When something looks off, drill into any stage's dashboard for root-cause detail.

## Which Dashboard to Use

Use the dashboard that matches the part of the revenue lifecycle you're tracking:

- Opportunities Dashboard — track your sales pipeline and win rates, and find stalled or high-value deals.
- Quotes Dashboard — track quote volume, approval status, and quotes that have stalled.
- Orders Dashboard — track order fulfillment, failures, and orders at risk of missing their service level agreement.

For example, a sales operations manager reviews the Opportunities Dashboard each morning to find stalled deals and then checks the Orders Dashboard for any orders in jeopardy before the weekly revenue review.

- **[Communications Sales Insights Opportunities Dashboard](https://help.salesforce.com/s/articleView?id=ind.comms_sales_insights_opportunities_dashboard.htm&release=264.0.0&type=5)**  
    The Opportunities Dashboard gives you a comprehensive view of your sales pipeline and opportunity performance, including win rates, open deal size, and stalled opportunities.
- **[Communications Sales Insights Quotes Dashboard](https://help.salesforce.com/s/articleView?id=ind.comms_sales_insights_quotes_dashboard.htm&release=264.0.0&type=5)**  
    The Quotes Dashboard monitors quote activity and approval status, so you can find stalled quotes and track acceptance and denial rates.
- **[Communications Sales Insights Orders Dashboard](https://help.salesforce.com/s/articleView?id=ind.comms_sales_insights_orders_dashboard.htm&release=264.0.0&type=5)**  
    The Orders Dashboard tracks order fulfillment and identifies risks, such as failed, cancelled, or overdue orders.