Prebuilt manufacturing dashboards and the account manager questions they answer
Key Takeaway
Each prebuilt manufacturing dashboard answers specific account manager questions, so learn which dashboard answers which question. Watch for names that mislead: Sales Agreement Revenue Realization shows the probability that an agreement is renewed, not its revenue realization.
Agentforce Manufacturing includes prebuilt CRM Analytics dashboards that turn sales agreement, order, forecast, and account data into charts. The dashboards come in the CRM Analytics for Manufacturing app. Each dashboard is built to answer specific questions an account manager asks, such as which accounts are at risk of churn or which agreements need attention. So the main skill is matching a business question to the dashboard, and the page, that answers it.
In-app and embedded dashboards
The CRM Analytics for Manufacturing app has two types of dashboards. In-app dashboards open in Analytics Studio. Embedded dashboards show insights inside the Salesforce pages and records you already work in.
If the app isn't in the org, an admin must first deploy CRM Analytics for Manufacturing.