Choosing analytics modules for the Analytics for Manufacturing app
Key Takeaway
Pick modules by the data you want to analyze. The sales target questions, including who gets credit for orders, appear only when you select Sales Target. For Advanced Account Forecasting, use the separate Advanced Account Forecasting Analytics for Manufacturing template.
Analytics for Manufacturing is a CRM Analytics app for Agentforce Manufacturing. It turns sales agreement, account forecast, sales target, and rebate data into dashboards and Einstein Discovery predictions. When you set it up, you choose which modules to include, how data access is controlled, and which predictions to add. Those choices decide what the dashboards show and which follow-up questions the setup asks.
Two ways to set up the app
Analytics for Manufacturing is available for an extra charge in Enterprise, Unlimited, and Developer Editions where Agentforce Manufacturing and CRM Analytics are enabled. You create the app from the Analytics for Manufacturing template in one of two ways.
| One-page setup flow | Create from the template | |
|---|---|---|
| Where to start | In Setup, search for "Set Up CRM Analytics for Manufacturing" | CRM Analytics Studio |
| What it covers | Assigning permission sets, enabling CRM Analytics, picking modules, and installing the app, in one place | A compatibility check, then a configuration wizard |
If the setup flow finds missing prerequisites, it skips the install and shows a message that explains what to fix.
If the Analytics Integration User can't access the fields you selected, app creation shows an error. Fix the error by updating field-level security for those fields.
After the app is installed, you must schedule the app to refresh before your data shows in the dashboards.