Revenue analytics permissions

Revenue analytics permissions include admin permissions to manage dashboards, metrics, and targets, and viewers permission to access them.

Permission to manage revenue analytics

Revenue analytics admin permission profiles must include Manage revenue analytics (Company settings > Permission profiles > Business settings), so they’re able to:

• Build, manage, publish, and delete dashboards.

• Build and manage metrics and targets.

• Apply targets to forecast boards.

Note:

Limit permissions to a small, select group of people, as granting access to too many people increases the risk of issues that could disrupt the system.

Permission to view dashboards

To view published dashboards, user permission profiles must include Dashboards (Company settings > Permission profiles > Pages).