---
schema_version: "1"
id: 773acd141d7dd37501439d220673f4a32faaf2a0fd093fa71d0e47f0c6612314
title: Enable and Configure 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_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.revenue_insights_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bd45c209db711a48da8ee0363cbfbf518529a3b36d2b4de8b8bd177bafe38161
description: Set up and configure Revenue Insights so that your sales teams can access performance dashboards and analytics.
products:
  - Sales Cloud
release: "264"
---
# Enable and Configure Revenue Insights

Set up and configure Revenue Insights so that your sales teams can access performance dashboards and analytics.

### 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 and Government Cloud Plus for an additional cost in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d21198e67">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d21198e67 ">To turn on Revenue Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d21198e67 ">Revenue Intelligence Admin permission set</td>

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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d21198e67 ">To assign permission sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d21198e67 ">Assign Permission Sets</td>

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When enabling Revenue Insights from the Setup menu, the app detects whether you have enabled Salesforce Forecasting. If not, the app is installed using role hierarchy. If you use forecasts, a list of supported forecast types displays. Select the type that meets your team’s needs. Complete the required setup steps, and then give access to users.

1. From Setup, in the Quick Find box, enter Revenue Insights, and then select **Revenue Insights Setup**.
2. On the Revenue Insights setup page, click **Start** for the Revenue Insights Installation Prerequisites step.
    
    This step performs 3 actions. It enables CRM Analytics to provide access to the Revenue Insights dashboards and analytics. Next, it assigns the Revenue Intelligence Admin permission set to you. Finally, it sets up historical trending for the Opportunity object.
3. To specify what data your sales team can access, create a role hierarchy.
4. Enable and configure forecasts (recommended)
5. Set Up Historical Trending for the **Forecasting Item** object (recommended).
6. After you complete all the required steps, turn on Revenue Insights. The app installation process can take up to 24 hours. The installation status shows on the **Revenue Insights Setup** page. If the app doesn’t have sufficient prerequisites, the installation is skipped with a message explaining steps to meet the prerequisites.
7. Assign user permissions. For users who manage the Revenue Insights dashboards, assign the **Revenue Intelligence Admin** permission set. For users who need read-only access to the dashboards, assign the **Revenue Intelligence User** permission set.

#### See Also

- [Controlling Access Using Hierarchies](https://help.salesforce.com/s/articleView?id=platform.security_controlling_access_using_hierarchies.htm&type=5&language=en_US)
- [Set Up Historical Trend Reporting](https://help.salesforce.com/s/articleView?id=xcloud.reports_historical_setup.htm&type=5&language=en_US)
- [Turn On Salesforce Forecasting and Define Forecasts Settings](https://help.salesforce.com/s/articleView?id=sales.forecasts3_defining_forecasts_settings.htm&type=5&language=en_US)
- [Get Started Using CRM Analytics](https://help.salesforce.com/s/articleView?id=analytics.bi_use_wave_everywhere.htm&type=5&language=en_US)
- [Select Who Can Use Revenue Intelligence](https://help.salesforce.com/s/articleView?id=sales.revenue_intelligence_assign_users.htm&release=264.0.0&type=5 "The Revenue Intelligence permission sets have all the permissions to get your sales team started using Revenue Insights dashboards and analytics. The Revenue Intelligence permission sets also give users access to the Pipeline Inspection Flow Chart. Assign the Revenue Intelligence permission sets to your users.")