1. Sales Analytics Wizard Data and Feature CheckAt the start of app creation, Sales Analytics scans your org. It checks to make sure you can create the app and looks for features and data to add to your app.
2. Choose Sales Analytics Wizard App Creation OptionsAfter Sales Analytics checks your org’s data and features, choose between basics and custom app creation options.
3. Use the Sales Analytics Wizard Basic Create OptionSelect the basic app creation option when you create Sales Analytics for the first time or when you want to create the app quickly.
4. Use the Sales Analytics Wizard Custom Create OptionCustom app creation gives more advanced Salesforce administrators fine-grained control over Sales Analytics features and data.
5. How to Answer Custom Wizard QuestionsThe custom version of the Sales Analytics configuration wizard asks you a series of questions about your data. Follow these general guidelines, and the specifics that follow, to get the best result.
6. Opportunities Questions, Sales Analytics Custom Wizard Step 5 of 9Tell Sales Analytics how you prefer to view data from the Opportunities object.
7. Products Questions, Sales Analytics Custom Wizard Step 6 of 9Tell Sales Analytics how you prefer to view data from the Opportunities object.
8. Questions To Fine Tune Sales Analytics, Custom Wizard Step 7 of 9Answer questions about data visibility as well as account team, opportunity team, and record type data in Sales Analytics.
9. Questions About Leads Sales Analytics, Custom Wizard Step 8 of 9Answer questions about how Sales Analytics displays data from the Leads object.
10. Bring Data into Sales Analytics, Custom Wizard Step 9 of 9Optional questions that let you add data to Sales Analytics.