Analytic Interfaces For Your Sales Teams

These are all the areas on the CX sales interface where your users can view analytics. Some of these pages come prebuilt and can be personalized by your users, and some you need to set up.

You will need to work in a sandbox if you are setting up analytic interface pages for your sales users, such as adding infolet analytics, adding analytics to side and sub-tabs, adding infolet pages or dashboards. The application requires you to be in a sandbox for most administrative tasks, with the exception of managing analytics on the BI side. But adding the analytics you manage in BI to the user interfaces listed in this topic requires working in a sandbox environment.

Note: When you're working with analytics, you need to ensure that you've completed the setup requirements. The Related Topics at the bottom of this topic takes you a list of what you need to do.

Type	Description	Visibility
Sales Pages	Includes five blank pages that administrators configure and add prebuilt or custom analytics for any area.	Not visible until administrators enable the Sales Pages in Set System Options. To view these pages, all users need to have the following privileges: View Sales Homepage pagination dot one View Sales Homepage pagination dot two View Sales Homepage pagination dot three View Sales Homepage pagination dot four View Sales Homepage pagination dot five
Sales Infolet Page	Comes prebuilt with role-based analytics and infolets. One page for each role.	Not visible until administrators enable the Sales Infolets in Set System Options.
Object Pages	Analytics can be added to the following object page work areas: For Sales: Leads Opportunities Forecasts Accounts Households Contacts Activities For Service: Service Requests Work Orders Queues	Analytics can be added to the object landing page or object edit page, such as the Opportunities page, or the Edit Opportunities page.
Analytics Page	This page is where users can add analyses themselves by searching for the analysis and making it a favorite.	Administrators make custom analytics available for users on the Analytics page by adding session variables on the analysis. These variables can show data specific to the user signed in and viewing her Analytics page.