Get More Out of the Activities Dashboard
Not only has the Activities dashboard gotten a much-needed makeover, it also has better organization and filters. These improvements make it easier to get to the data you need.
Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, and Unlimited editions.
Why: The updated Activities dashboard boasts the following enhancements.
- Charts are organized by tabs (1). The Overview tab includes the original charts. The Details tab includes two new charts, Activities by Accounts and Activities by Opportunities, letting sales reps compare activities across their accounts and opportunities.
- The Related Record Type filter (2) includes all objects that Einstein Activity Capture supports. Previously, the filter included only opportunities and quotes.
- The amount of activity data that appears in the dashboard (3) is increased from 90 to 180 days. This increase helps companies with longer sales cycles to analyze activity data for the entire cycle. This change applies to licensed Einstein Activity Capture users, not Einstein Activity Capture Standard users.