In-app versus embedded Analytics for Consumer Goods dashboards
Key Takeaway
Users reach in-app dashboards by opening the Analytics for Consumer Goods app in CRM Analytics Studio. Embedded dashboards sit on Lightning Experience pages, where an admin places them next to the records users work with.
Analytics for Consumer Goods is a CRM Analytics app with prebuilt dashboards that show territory, store, and sales rep performance. Its dashboards come in two types: in-app dashboards and embedded dashboards. The two types differ in where users find them and how they are set up.
Who uses the dashboards
Sales managers use the dashboards to increase sales, improve store compliance, identify stores at risk, and maximize sales rep effectiveness. Sales reps get store-level insights on visit performance, sales, compliance, and top-selling products. The app also offers Merchandiser dashboards with retail execution KPIs on store compliance, last store visit, inventory compliance, product performance, and account hierarchy.