---
schema_version: "1"
id: 035c830c79cff45957d29760021699c2e563647f7eec9802a5728dd77625840c
title: Review the Activities Analytics Dashboard
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/aac_review_activity_reports.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.aac_review_activity_reports.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6e6307382ad161ac441c8b27bcec931ac63790959eaafe1e61bd9942c0bd4878
description: Review the Activities Analytics Dashboard to review Einstein Activity Capture license or permission.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Review the Activities Analytics Dashboard

Review the Activities Analytics Dashboard to review Einstein Activity Capture license or permission.

### 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 with Sales in: <strong>Professional</strong> (when API access is purchased), <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Cloud Einstein, which is available for an extra cost in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Inbox, which is available for an extra cost in: <strong>Professional</strong> (when API access is purchased), <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Engagement, which is available for an extra cost in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)

Note We’re reorganizing the Einstein Activity Capture documentation. We’re moving some information around, but we aren’t deleting anything.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d74778e120">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d74778e120 ">To view the Activities app and dashboard:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d74778e120 ">
              <p>Use Einstein Activity Capture</p>
              <p>and</p>
              <p>Use CRM Analytics Templated
                Apps</p>
              <p>or</p>
              <p style="margin-bottom:0;"> Access to View-Only Licensed Templates and Apps</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d74778e120 ">To create CRM Analytics apps using the Activities app template:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d74778e120 ">
              <p>Use Einstein Activity Capture</p>
              <p>and</p>
              <p style="margin-bottom:0;">Manage CRM Analytics Templated Apps</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d74778e120 ">To delete or reset the Activities app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d74778e120 "> Manage CRM Analytics Templated Apps</td>

          </tr>
        </tbody>
      </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_important.png)

Important Starting in Summer ’25, Activity 360 Reporting, Activity Metrics, and Activities Analytics Dashboard aren’t available unless previously set up. Additionally, data from these reporting tools that appear in other features, including Pipeline Inspection and Einstein Conversation Insights isn’t available unless configured before Summer ’25. If you’re already using Activity 360 Reporting, Activity Metrics, Activities Analytics Dashboard, or related data, you can continue to do so until these tools are retired. To explore email data added by Einstein Activity Capture after Summer ’25, make sure you [sync email as salesforce activity](https://help.salesforce.com/s/articleView?id=sales.eac_email_activity.htm&language=en_US) and use Salesforce Activity reports. See [Considerations for Sync Email as Activity](https://help.salesforce.com/s/articleView?id=sales.eac_email_activity_considerations.htm&type=5&language=en_US) and [Einstein Activity Capture Activity 360 Reporting, Activity Metrics, Activities Dashboard Upcoming Retirement](https://help.salesforce.com/s/articleView?id=004633781&type=1&language=en_US).

Click the tab that corresponds with your Einstein Activity Capture license or permission.

- If you have the Standard Einstein Activity Capture permission set, click the **Activities Dashboard** tab. You see a read-only version of the dashboard.
- If you’re an Inbox user with the Access to View-Only Licensed Templates and Apps permission, which is included with the Inbox With Einstein Activity Capture permission set, click the **Activities Dashboard** tab. You see a read-only version of the dashboard.
- If you’re an Inbox user with the Analytics for Sales Cloud permission set, click the **Analytics** tab. Or, open Analytics Studio, and click the **Activities** app.
- If you’re a Sales Cloud Einstein or Sales Engagement user, click the **Analytics** tab. Or, open Analytics Studio, and click the **Activities** app.

Users with read-only access can view the dashboard and use the filters, but they can’t clone or edit the dashboard.

![Activity reports](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/aac/aac_activityReports.png)

Charts are organized by tabs (1). Use filters (2) to view information about specific activity owners, activity types, and dates. Quickly view which of the selected users are most active (3). The Details tab includes charts that break down activities by accounts and opportunities (4).

![Activities dashboard overview tab](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/aac/aac_activityReports_2.png)

On the Overview tab, you can see how each activity type is trending over the past month, week, or day (5). Licensed Einstein Activity Capture users see up to 180 days of activity data. Einstein Activity Capture Standard users see up to 90 days of activity data.

#### See Also

- [Guidelines for Using the Activities Analytics Dashboard](https://help.salesforce.com/s/articleView?id=sales.aac_activities_dashboard_considerations.htm&release=264.0.0&type=5 "Einstein Activity Capture includes access to the Activities dashboard, which is built on CRM Analytics. The Activities dashboard shows a summary of your sales activities, including ones added manually to Salesforce and ones added by Einstein Activity Capture. Review keys details about the dashboard, including how activity fields are used.")
- [Give Users Access to the Activities Analytics Dashboard](https://help.salesforce.com/s/articleView?id=sales.aac_gives_users_access_to_activity_reports.htm&release=264.0.0&type=5 "The Activities dashboard provides a summary of sales activities, including activities added manually and with Einstein Activity Capture. Make sure the dashboard is turned on, and then give users access to it.")
- [Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.einstein_sales_aac.htm&release=264.0.0&type=5 "Eliminate manual data entry and transform a list of engagements into action. Einstein Activity Capture syncs your Microsoft or Google account with Salesforce, linking email and calendar activities to the relevant contacts, leads, and opportunities. Einstein Activity Capture gives your team and AI agents the critical context needed to make their next move.")