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Sales manager and field rep dashboard insights

Key Takeaway

Sales managers start their day on the Sales Manager Home dashboard. Field reps open My Performance on their Retail Execution mobile app home page to compare their own revenue, store compliance, category sales, and store visit performance with the team average.

Analytics for Consumer Goods is a CRM Analytics app that gives Agentforce Consumer Goods users ready-made dashboards about territories, stores, and sales rep performance. Sales managers use the dashboards to increase sales, improve store compliance, find stores at risk, and get the most from their reps. Field reps get store-level insights on visit performance, sales, compliance, and top-selling products.

App availability

The Analytics for Consumer Goods app is available in Enterprise, Performance, and Unlimited editions where Agentforce Consumer Goods is enabled. If the app isn't available in an org, an administrator must deploy Analytics for Consumer Goods first.

Salesforce Accredited Agentforce Consumer Goods Professional Study Guide

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