Creating an App from the Engagement Analytics Template

The app template for Engagement Analytics enables you to generate an app that contains dashboards and datasets. The configuration wizard allows you to choose the revenue streams and Certinia products that you want to include in the engagement dashboards. In addition, you can choose whether to include the Deferred Revenue Reporting dashboard.

For more information about app templates, dashboards, and datasets, see the Salesforce Help for Analytics.

The length of time for your first Engagement Analytics app to be generated depends on the volume of information stored within your org and whether you have turned on specific features in Analytics.

By default, the Data Sync and Incremental Load features are turned off in Analytics. Turning these features on can improve the performance of the app generation. If the app takes a long time to be generated, contact Customer Support. Refer to the Salesforce Help for Analytics for more information about these features.