Experience the Enhanced Einstein Analytics Watchlist (Beta)

The updated Einstein Analytics Watchlist gives you an expanded Watchlist page for capturing up to 20 KPIs. The Watchlist lets users track metrics across different dashboards in one place, plus historical trending to monitor changes over time.

Where: This change applies to 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.

Note

Note

As a beta feature, the Einstein Analytics Watchlist is a preview and isn’t part of Einstein Analytics under your master subscription agreement with Salesforce. Use this feature at your sole discretion, and make your purchase decisions only on the basis of generally available products and features. Salesforce doesn’t guarantee general availability of this feature within any particular time frame or at all, and we can discontinue it at any time. This feature is for evaluation purposes only, not for production use. It’s offered as is and isn’t supported, and Salesforce has no liability for any harm or damage arising out of or about it. All restrictions, Salesforce reservation of rights, obligations concerning Einstein Analytics, and terms for related Non-Salesforce Applications and Content apply equally to your use of this feature. You can provide feedback and suggestions for the Einstein Analytics Watchlist in the Trailblazer Community.

How: In Setup, on the Analytics Settings page, select Enable Watchlist (Beta).

With the Watchlist (1) , users can create a personalized list of up to 20 metrics. Click Watchlist items to view metric values (2), and timeline charts (3). No more switching between dashboards to see what has changed, users can quickly and easily track their metrics all in one place.

Watchlist page

Get your Watchlist started by adding metrics directly from a dashboard. Simply select Add to Watchlist from a widget's menu.

Adding metric to watchlist.

Users can then give their metric a name (1), select how changes are reported (2), and add an optional reference line (3) for trend comparisons.

Metric properties.

Trending starts immediately after a metric is added to the Watchlist. Snapshots are captured on a daily basis to show how dashboard items are performing at any given moment, so there’s never any stale data.