(Optional) Add Billing Insights to the Account Object

The Billing Insights component is available on the out-of-the-box Account record page, but if you have a custom Account record lightning page, you must either deactivate the custom page or add the component to the page manually.

Required Editions

Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with Energy and Utilities Cloud
User Permissions Needed
To edit the layout of the account object Energy & Utilities Cloud Features
  1. To open your custom app page, from Setup, enter Lightning App Builder in the Quick Find box, select Lightning App Builder, and then click Edit next to the page.
  2. From the Components section, drag the Billing Insights component and drop it in the console.
  3. Save your changes.