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#salestraining
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Embed a CRM Analytics Dashboard in Lightning Experience

Filter an Embedded Dashboard: [ Ссылка ]

In the navigation bar of the Sales app, click the down arrow on the right of the Accounts tab.
Click All Accounts.
In the Account Name column, click any account name, such as Adkins907 Inc.
Add the filter to the embedded Opportunity Details dashboard.

On the account page, click the Setup icon at the upper right, and then click Edit Page.
Click anywhere in the Opportunity Details dashboard.
In the properties list on the right, click Add Dashboard Filter under the Dashboard Filters section to open the dashboard filter builder.
In the Dataset field, select DTC Opportunity.
For Dataset Field, select Account Name.
For Operator, select Equals, and for Object Field select Account Name to set Account Name.Location of Filter Builder in properties list
To apply the filter, click Ok.
Click Save in the upper right.
To return to the account page, click Back in the upper right.
Depending on the account you selected, the Opportunity Details dashboard might or might not show any data. The Adkins907 Inc account, for instance, has one open opportunity and one won opportunity.

You can prove that you’re looking at only the opportunities for Adkins907 in the dashboard: Click in the Account filter. You see that the only account listed is Adkins907 Inc.

Let’s look at something a bit more interesting.

In the Search Salesforce box at the top of the page, type Aguilar870.
In the search results, click the entry for the Aguilar870 Inc account.
The Opportunity Details dashboard shows two open opportunities. In the Stage section, you can click Lost to see one lost opportunity. (This account has three opportunities in total. You can see all of them by scrolling down to the Opportunities section of the page.)
00:00 Introduction
00:45 All Accounts
02:15 Opportunity Details Dashboard

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