Dashboards & Einstein

A dashboard combines multiple queries and widgets into one interactive page.

Build a dashboard

Explore a dataset with a lens, then clip it onto a dashboard. Add charts, number KPIs, and filter widgets. Bindings and faceting make selections in one chart update the others.

Make it interactive

Add drill-downs, conditional formatting against targets, and Salesforce actions so users can act on insights without leaving the dashboard.

Add predictions with Einstein Discovery

Einstein Discovery analyzes a dataset to explain an outcome and predict it. Create a story, review the top factors, deploy a model, and surface predictions on records and in flows.

Course recap

You've gone from "what is CRM Analytics?" to querying data and deploying predictions. Revisit any lesson to go deeper.