---
schema_version: "1"
id: c68b4fbaa4efba9d32b79733f950dc049b677987389c3b14dcce75eefecf7a3d
title: CRM Analytics Dashboards in Quip
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_einstein_analytics_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_einstein_analytics_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ff506972ae288d4a4efde5db55224e586c76660c5476e42756b9a8a06117441b
description: Add live CRM Analytics dashboards to your documents and templates. You can update dashboard filters, interact with the components, and collaborate with your team on live Salesforce data.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# CRM Analytics Dashboards in Quip

Add live CRM Analytics dashboards to your documents and templates. You can update dashboard filters, interact with the components, and collaborate with your team on live Salesforce data.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr></tbody></table>

![CRM Analytics dashboard in Quip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_ea_live_app.png)

Keep all of your account information in one place with CRM Analytics dashboards in your Account Plans. With interactive filtering, you can get personalized dashboards that help you focus on closing your opportunities. Your Account Plans combine the power of free-form content and Salesforce data, saving you time switching between Quip and Salesforce.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/images/icon_note.png)

Note Looking for Sales Account Plans or Trade Promotion Management (TPM) account plans? See [Sales Account Plans](https://help.salesforce.com/s/articleView?id=sales.account_plans.htm&type=5&language=en_US) or [Review Your Sales Targets with TPM Account Plans](https://help.salesforce.com/s/articleView?id=ind.tpm_concept_admin_account_plan_parent.htm&type=5&language=en_US).

Make your CRM Analytics dashboards dynamic with Template Mode. After you set it up using [mail merge syntax](https://help.salesforce.com/s/articleView?id=xcloud.quip_mail_merge.htm&release=264.0.0&type=5 "Templates save time copying and pasting, standardize your business practices, and help you get the most out of your Salesforce data. To auto-fill your embedded templates with data from a Salesforce record, you can use Salesforce Template Data Mentions or mail merge syntax."), dashboards added to an embedded document auto-populate based on the Salesforce record.

- **[Set Up the CRM Analytics Live App in Quip](https://help.salesforce.com/s/articleView?id=xcloud.quip_einstein_analytics_setup.htm&release=264.0.0&type=5)**  
    Set up your organization to use CRM Analytics dashboards in Quip. After you set it up, users can see and update filters directly in their documents and slides.
- **[CRM Analytics Live App Considerations](https://help.salesforce.com/s/articleView?id=xcloud.quip_ea_limitations.htm&release=264.0.0&type=5)**  
    As you add live CRM Analytics dashboards to your documents, be aware of these considerations.
- **[Filter CRM Analytics Dashboards Based on a Salesforce Record](https://help.salesforce.com/s/articleView?id=xcloud.quip_einstein_analytics_template_mode.htm&release=264.0.0&type=5)**  
    Use Template Mode to add live CRM Analytics dashboards to your templates that auto-filter based on the Salesforce record they’re embedded in.