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Analytics > Dashboards > Prebuilt Dashboards - Customer Dashboard

Prebuilt Dashboards - Customer Dashboard

The Customer dashboard contains information about your assigned customers and includes analyses by closed sales, expected sales, and demographic attributes. You can filter these analyses based on:

• Fiscal Quarter
• Fiscal Year
• Region
• Industry
• Reporting Level

After adjusting any of the filter values, click Apply to apply the new filter selections to the analyses.

To display the Customer dashboard in the Analytics tab, pull down the Dashboards menu and choose Customer.

NOTE: In the prebuilt dashboard, the field labeled Data was refreshed as of shows the value of the USER_LAST_REFRESH_DT session variable. This variable holds the timestamp, in the user’s timezone, of the start of the most recent refresh of the historical data. In earlier releases of the Analytics functionality, the prebuilt analyses showed the value of the LAST_REFRESH_DT variable.