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Value Analytics: Unleash Powerful Insights for Your Business

Value Analytics is an innovative CRM Analytics templated app that offers a compelling visualization of adoption metrics, focusing on individual features, functions, and user click-paths within a typical Sales and Service context. By aligning these metrics with operational measures related to user performance, the app provides valuable insights for data-driven decision-making.

Explore the Possibilities

It’s important to note that while Value Analytics is a powerful tool, it’s not a one-size-fits-all solution for all business value realization needs. However, it serves as an excellent starting point for a journey toward incorporating comprehensive adoption data that aligns with specific business outcomes. This integration supports a mature application lifecycle management process.

The provided dashboards within the app serve as an initial foundation for analysis. They offer valuable insights and spark additional questions and ideas specific to your business’s unique requirements. As you delve into the app, you’ll find that this user guide offers a minimal review of the out-of-the-box templated dashboards while hinting at the potential for further, customized analysis.

The overall design philosophy of this solution adheres to Salesforce’s best practices, ensuring optimal governance, efficient application lifecycle management, and effective value realization for your organization.

System Requirements:

To utilize Value Analytics effectively, you’ll need to have the following components in place:

  1. Event Monitoring: You can use Event Monitoring either as a standalone feature or as part of the Shield suite.
  2. CRM Analytics: Value Analytics relies on CRM Analytics, formerly known as Tableau CRM, Einstein Analytics, or Wave, to provide powerful insights and visualizations.


Please note that Value Analytics will not function with the 10 limited Event Monitoring analytics app licenses. Ensure you have the necessary CRM Analytics Platform, Growth, or Plus license to access and leverage all the features and benefits of Value Analytics.


Step 1 – Visit AppExchange, find Value Analytics App, and click on “Get It Now

Step 1.1 – Continue with the Installation steps

Step 2 – Open Analytics Studio in your Salesforce Org

Step 2.2 – Click on Create, then select App, and find Value Analytics

Step 3 – Personalize an App with Data


With Value Analytics as your foundation, you’ll be able to create a brand-new App tailored to your specific needs. Leveraging prebuilt solutions and templates, you can quickly embark on your App development journey, ensuring a quick start and smooth progress in building your customized solution.


You have the freedom to customize each of these elements to suit your specific business needs. Additionally, you can effortlessly monitor all the dashboards, reports, predictions, and visualizations that have been created, as well as those currently in progress. This level of control allows you to tailor your analytics precisely to your requirements and stay up-to-date with the latest insights and developments.

Also, you can try Predictional Model, which uses Einstein AI for work. Salesforce Einstein Analytics is a cutting-edge cloud-based business intelligence platform offered by Salesforce. Its primary goal is to empower users with valuable insights derived from their existing data. The platform goes beyond simple data visualization and offers advanced predictive analytics and intelligent recommendations. By thoroughly analyzing data from your Salesforce org and other external sources, Einstein Analytics equips you with the knowledge you need to make informed decisions.


Value Analytics opens up a world of essential insights into user preferences, performance, and areas for potential improvement. Armed with this knowledge, you gain the power to make well-informed decisions that not only enhance user satisfaction but also streamline operations to achieve your desired business outcomes. For a comprehensive breakdown of this and other tools, visit our main page and discover how analytics apps can revolutionize your business insights.

With the help of a Value Analytics app, you can effortlessly visualize adoption metrics related to individual features, functions, and user click paths. These metrics are thoughtfully aligned with operational metrics, providing a comprehensive view of user performance in a context that matters to your business.

Furthermore, Value Analytics enables you to identify technical debt within the context of your business priorities. This invaluable information helps you prioritize and address areas that significantly impact your overall business success.

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