How to set up Revenue Intelligence

Revenue Intelligence is enabled by an administrator, and the order of the steps matters because some features depend on others being in place first. Below is the typical configuration sequence.

1. 1
   Confirm prerequisites

   Make sure CRM Analytics is enabled in the org and that the role hierarchy is accurate. Revenue Insights builds its datasets through CRM Analytics, and forecast rollups follow the role hierarchy, so both must be correct before you start.

2. 2
   Assign the permission sets

   Give yourself the Revenue Intelligence Admin permission set so you can build analytics assets, and assign the Revenue Intelligence User permission set to sales team members so they can use them. These grant access to Pipeline Inspection, Revenue Insights, and CRM Analytics.

3. 3
   Turn on forecasting access

   Enable Allow Forecasting for every user who participates in forecasting. This gives them the Forecasts tab and the ability to view quota data and make adjustments. Do this before you build Revenue Insights if you want forecast data in the dashboards.

4. 4
   Set up Pipeline Inspection and Pipeline Forecasts

   Enable Pipeline Inspection for the enhanced opportunity view, then configure Pipeline Forecasts so quarterly numbers roll up from opportunities. Putting forecasts in place first is what lets Revenue Insights show forecast widgets.

5. 5
   Create the Revenue Insights app

   Build the Revenue Insights app so CRM Analytics generates the datasets and dashboards. Optionally create the Einstein Account Management app and enable Einstein predictions such as Opportunity Scoring and Deal Insights.