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Analytics > Dashboards > Prebuilt Dashboards - Overview Dashboard

Prebuilt Dashboards - Overview Dashboard

The Overview dashboard contains information about your sales outlook, service effectiveness, top customers, and opportunities. You can filter these analyses based on:

• Fiscal Quarter
• Fiscal Year
• Region

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

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

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.