Create Apps from Templates to Jump-Start Your Analytics Journey

With Analytics Templates, you’re just a few clicks away from an Analytics app that’s right for your business. Templates for customers with public sector case management, environmental sustainability, and financial services lead the way, with many more right behind them.
The Financial Services Analytics app home dashboard

Where: This feature is available in Einstein Analytics in Lightning Experience and Salesforce Classic. Einstein Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.

Who: To create Einstein Analytics apps from templates, you must have an Analytics Platform license. Some templates require an extra Salesforce license, as specified on the Help page for each template.

Why: Analytics Templates let you start building Analytics solutions fast by creating prebuilt apps based on your Salesforce data. The apps include dashboards you can use as-is to get instant, actionable insights, or customize to meet your business’s unique needs. You also get Analytics datasets that you can use to start building your own visualizations with intuitive Analytics platform features.

Templates provide ready-made solutions for Analytics needs across industries and lines of business.
  • Case Management Analytics helps public sector organizations stay on top of social service delivery programs. Case workers can track cases and clients to get insight into their priorities and performance. Managers can instantly view team workflow, backlog, and organizational and program effectiveness.
  • Financial Services Analytics, a suite of Analytics apps, helps financial advisors manage their book of business with insights across client goals and satisfaction, leads, and referrals. Managers can review and evaluate individual and regional performance with the app’s ready-made dashboards and datasets.
  • Sustainability Analytics brings your environmental accounting in line with your financial accounting by helping you manage your environmental footprint. It includes dashboards to measure, report on, and disclose investor-level environmental impact data, including energy consumption and carbon emissions.
Category Template
Industry templates
  • B2B Commerce Analytics
  • B2B Marketing Analytics
  • Financial Client Segmentation Analytics
  • Einstein Analytics for Veeva
  • Financial Services Analytics
  • Fundraising Analytics
  • Patient Risk Stratification Analytics (formerly Health Cloud Analytics)
  • Public Sector Analytics
  • Retail Banking Analytics
Line-of-business templates
  • Campaign Analytics
  • Field Service Analytics
  • Lead Trending Analytics
  • Multi-Org Sales Analytics
  • Pricing Analytics
  • Quoting Analytics
  • Sales Analytics
  • Service Analytics
  • Social Case Analytics
  • Subscription Analytics
  • Sustainability Analytics
Analyst productivity templates
  • Adoption Analytics
  • Approval Analytics
  • Change Analytics
  • Event Monitoring Analytics
  • Pipeline Analytics
  • Snapshot Analytics

How: Go to Analytics Studio, click Create, and choose AppThe Analytics Studio Create button with App selected. Then click Start from Template.

The Create Analytics App window with Create App from Template selected

Scroll through the template picker, or use the Search field, and select the template that you want to use. The configuration wizard then guides you through the rest of the process..