Use Customer Lifecycle Analytics Dashboards

You can use Customer Lifecycle Analytics Dashboards to gain actionable insights into your customers and answer key questions about your business.

Required Editions

Available for an extra charge in Enterprise, Unlimited, and Developer editions where Salesforce Surveys is enabled.
Note
Note If the Customer Lifecycle Analytics app isn’t available in your org, direct your administrator to Deploy Customer Lifecycle Analytics.

The Customer Lifecycle Analytics app includes two types of dashboards:

  • Dashboards accessed through the app in CRM Analytics Studio.
  • Embedded dashboards that deliver insights from within the context of Salesforce objects you work with.

They’re designed to answer key questions about your business.

  • In-App Dashboards
    You can access the in-app dashboards through the app in CRM Analytics Studio.
  • Embedded Dashboards
    The Customer Lifecycle Analytics app includes dashboards and scorecards that you can embed in Lightning Experience pages. These dashboards provide detailed insights into your customer satisfaction and loyalty. Salesforce admins embed these dashboards in specific Salesforce pages.