--- schema_version: "1" id: b7fc94f2848afe9227701bd9ac12cfbb6a9a9cdec3dff67482494bfef6dac0ff title: Considerations for Setting up Revenue Insights collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/revenue_insights_considerations.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.revenue_insights_considerations.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 515f3fd0a7eed11c0c60f0d7b3d14e8aa1361deaacd8451d9ef935ad7059d5c4 description: When you set up Revenue Insights, you must have certain settings configured in your org, and you must have certain objects to populate the dashboards correctly. products: - Sales Cloud release: "264" --- # Considerations for Setting up Revenue Insights When you set up Revenue Insights, you must have certain settings configured in your org, and you must have certain objects to populate the dashboards correctly. ### Required Editions
Available in: Lightning Experience
Available with Sales and Government Cloud Plus for an additional cost in: Enterprise, Performance, and Unlimited Editions
![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/images/icon_note.png) Note The Analytics Apps and Template functionality included as a part of CRM Analytics is available in English only. ## Requirements to Install Revenue Insights - Enable data sync or direct data. - Your org needs at least one record of each of these objects: Account, Opportunity, User, UserRole, Task, and Events. - Role hierarchy must be set up with at least two layers. For example, you have one Sales Manager and one Sales Rep. - Because Revenue Insights uses security predicates in its models, you must set it up from the Setup menu rather than Analytics Studio. This best practice ensures that all records in the dataset are used when training the models. Running setup from Analytics Studio can result in inaccurate or failed models ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/images/icon_note.png) Note Even if you use Territory hierarchy, you must have set up a role hierarchy. ## Requirements to Include Forecast Data Forecast data comes from Salesforce Forecasting, a feature of Sales. When you set up forecasting, you create and activate a forecast type. - You must have an active forecast type that matches one of these types: | OBJECT | MEASURE\* | DATA TYPE | HIERARCHY | | --- | --- | --- | --- | | Opportunity | Currency | CloseDate (standard) | Role hierarchy | | Opportunity Splits | Currency | CloseDate (standard) | Role hierarchy | | Opportunity | Currency | CloseDate (standard) | Territory hierarchy | ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/images/icon_note.png) Note \*Revenue Insights supports the standard Amount field or a custom field of type Currency. - For a role hierarchy-based forecast, go to **Setup > Forecast Hierarchy** and assign forecast managers to at least two layers. - For a territory hierarchy-based forecast, go to **Setup > Sales > Territories > Territory Models** and assign forecast managers to at least two layers. - Go to **Forecasts > Quota** and load at least one quota value for your forecast type. - If your forecast type is based on the Opportunity Splits object, you must have at least one Opportunity Split record. - The measure you use in your forecast type must have historical trending enabled on the opportunity object. If you use an opportunity split, ensure that the associated rollup field on the opportunity object is trended. ## Requirements to Include Forecast and Quota Data Quota data comes from Salesforce Forecasting, a feature of Sales. Or, you can upload quota data from a CSV file, which allows you to use quota data stored outside of Salesforce. If you use Salesforce Forecasting, see the notes in Requirements to Add Forecast Data. To use a CSV file: Create a CSV file with your quota data and save it. Then, navigate to the **CRMA Analytics Studio** \> **quota** dataset. Edit the dataset by uploading your CSV file, which replaces the default quota dataset. To ensure the recipe runs again and pulls in your quota data, refresh the app. ## Requirements and Considerations to use Forecast Insights Dashboards Forecast Insights dashboards are populated from Salesforce Forecasting, a feature of Sales. Forecasts must be enabled and configured to use Forecast Insights. Territory forecasts aren’t supported. Opportunity split-based forecasts aren’t supported. ## Requirements to Use a Standard Fiscal Year If you use a standard fiscal year, enable the fiscal year configuration for CRMA recipes in the Data Prep settings. For details about how to configure fiscal year settings, For more information about Einstein Discovery specified limits, see [Data Prep Configuration](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_dataprep_dateconfiguration.htm&type=5&language=en_US). ## After Installing Revenue Insights After installing Revenue Insights, navigate to **App Launcher > Data Manager** and follow steps to schedule data sync and recipes. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/images/icon_note.png) Note When you turn on CRM Analytics for your org, a default Analytics Integration User is created. This "user" accesses the data within Salesforce when the recipe is used to bring data in as datasets to CRM Analytics. It's important that this user has the proper level of permissions to access your data. For example, the integration user needs have object level access to all the objects from which data you want to pull, and field level access to the fields within those objects. If you have trouble in creating your app or can’t view data, you sometimes must modify either object or field permissions to allow the integration user to access them. #### See Also - [Enable and Configure Revenue Insights](https://help.salesforce.com/s/articleView?id=sales.revenue_insights_setup.htm&release=264.0.0&type=5 "Set up and configure Revenue Insights so that your sales teams can access performance dashboards and analytics.") - [Revenue Insights Post Installation Steps](https://help.salesforce.com/s/articleView?id=sales.revenue_insights_post_install.htm&release=264.0.0&type=5 "To see your data in the dashboards after you install Revenue Insights, you must schedule your app to refresh. You can add Revenue Insights to your navigation bar or edit your permission settings depending on configuration settings. Lastly, you can add additional filters to your panels.")