Smart Dashboard Templates Create Ready-Made Dashboards from Existing Datasets

Answer a few questions in the smart dashboard template wizard and Analytics does the rest. Create Performance Summary and Metrics Trend dashboards from existing Analytics datasets fast without using the dashboard editor.

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 use Smart Analytics Dashboard Templates, you must have an Analytics Platform license.

Why: Smart templates automatically create fully functional dashboards with all the accustomed intuitive Analytics features. No manual configuration needed. Use them as is, or customize them to meet your unique requirements. We’re building a wide variety of smart templates to address common analytics needs, starting with the following:
  • Performance Summary. Provides trending for a key performance indicator (KPI) of your choice and comparison between current performance and previous periods. You can also segment performance by any criteria you’d like, such as geography, product mix, or team member.
  • Metrics Trend. Trend up to 4 KPIs segmented by as many as 6 criteria. You can see the KPIs’ year-to-date value, year-over-year change, and trend line for the last 52 weeks.

How: Go to Analytics Studio, click Create, and choose Dashboard, then Start from Template. Select a template and run through its configuration wizard questions to select an existing dataset and choose how you want to view its data. Select the app where you want the dashboard to live, and click Create. Then go to the app and open the dashboard to get instant business insights.