Supported Environment

The Financial Management Analytics dashboards have been designed to work with Accounting Spring 2022 and later.

Further dependencies are:

Feature

Product

Version
RevMan Analytics permission set. Required to provide read-only access to the Revenue Management objects and create the Recognition Transactions and Revenue Waterfall dataset. Revenue Management Spring 2022
FDN Core Analytics permission set. Required to provide read-only access to Billing Document and Billing Document Line Item objects in Foundations and create the Billing Documents dataset. Foundations Fall 2020

OIM - Use Business Analytics permission set. Required to provide read-only access to the Order and Inventory Management objects and fields included in the Order and Inventory Management dataset.

 Order and Inventory Management Winter 2023
Billing Central Analytics Read Access permission set. Required to provide read-only access to the Billing Central objects and create the Revenue Waterfall dataset. Billing Central Spring 2021
Planning permission set. Required to provide read-only access to the Tag object in Planning and add Planning data into the Financial Balances dataset. Planning Spring 2022
FAM - Business Analytics - Read permission set. Required to provide read-only access to the Fixed Asset Management objects used to add fixed assets data to the audit file generated in Accounting. Accounting Spring 2023

You can access the following CFO dashboards from the Analytics app for iOS, using mobile or tablet devices:

  • CFO Overview dashboard
  • CFO Profitability Detail dashboard
  • CFO Balance Sheet Detail dashboard

You must configure these dashboards from the desktop version of Business Analytics.

Notes:

Android devices are not currently supported. Functionality may differ due to optimizations made to support mobile devices. The CFO Profitability and Balance Sheet Trend Prediction dashboards are not currently supported for mobile and tablet users.

You cannot load Financial Analytics dashboards with duplicate names when viewing these dashboards using a mobile device. For example, if your org contains two identically-named dashboards in two separate apps, the mobile versions of these dashboards cannot differentiate between these dashboards. To rename dashboards, run your app template, then open each dashboard in edit mode and rename.

You can add missing information to the datasets by modifying the data flow or creating a recipe. For more information, refer to the Salesforce Help for Analytics or contact your implementation consultant.