Ways to Embed

The three main ways to embed a CRM Analytics dashboard or chart outside Analytics Studio, and when to use each.

Ways to Embed

CRM Analytics dashboards rarely live only inside Analytics Studio — they're usually embedded where the people who need them already work.

Dashboard component (Lightning pages)

Drag the Analytics Dashboard Lightning component onto a Record Page, App Page, or Home Page in Lightning App Builder. Point it at a dashboard and optionally pass filters from the record context.

Web/Lightning components

The analytics:dashboard Aura component or the equivalent lightning:analyticsDashboard-style setup embeds a dashboard inside a custom Lightning Web Component, giving full control over surrounding layout and passed filter values.

Embedded Analytics (Experience Cloud / external)

Embedded Analytics issues a signed, scoped URL or iframe so a dashboard can be shown to Experience Cloud (community) users or, with the right licensing, outside Salesforce entirely.

What you'll learn next

Next: embedding on a Lightning record page with filters wired to the record.