Analytics & Performance Insights8% of the exam
Pre-built dashboards, analytics packages and Flow Performance
Match a reporting requirement to the right pre-built dashboard and its location, then plan the setup behind it: managed analytics packages or Marketing Performance Intelligence, Flow Performance, permissions and metric definitions.
Given a scenario, identify a pre-built dashboard that best addresses the reporting and analytics requirements.
~7 min read · 17 practice questions ·
What the exam expects
- Pick the pre-built dashboard or report that fits a requirement, and say where it lives.
- Decide between Data Cloud Report managed packages and Marketing Performance Intelligence from when and how the org was provisioned.
- Plan package prerequisites, licenses and folder sharing.
- Plan Marketing Performance Intelligence and Flow Performance prerequisites and permission sets.
- Apply the dashboard filter limit and tell the email rate metrics apart.
Key terms. Marketing Performance Intelligence (MPI): the Tableau Next and Data 360 analytics app. Analytics tab: where packaged dashboards, reports and folders appear. Managed analytics package: an installable set of preconfigured dashboards and folders. Flow Performance: the Tableau Next app for flow element analytics.
Key facts
Package availability
- Detail
- Only orgs provisioned with a default data space before Summer '26
Dynamic dashboard licenses
- Detail
- At least two available for Marketing Analytics
Analytics tab access
- Detail
- Controlled by Enable the Unified Experience for Analytics Home
Folder access
- Detail
- Share each folder, with Entire Organization as Viewer
MPI viewers
- Detail
- Tableau Next Included App Business User and Marketing Cloud Manager
Flow Performance Source Object
- Detail
- Individuals is required for Marketing Cloud Next flow analytics
Filter limit
- Detail
- Up to 5 per dashboard
Canvas date range
- Detail
- Start date on or after the flow's activation date
Sources for this section (6)
- Analytics Setuphelp.salesforce.com (opens in a new tab)
- Install Analyticshelp.salesforce.com (opens in a new tab)
- MPI Setuphelp.salesforce.com (opens in a new tab)
- Flow Performance Setuphelp.salesforce.com (opens in a new tab)
- Customize a Dashboardhelp.salesforce.com (opens in a new tab)
- Element Analyticshelp.salesforce.com (opens in a new tab)
- Why can run numbers on an element's record page differ from those on its Analytics tab?
- When you set a custom date range on the flow canvas, what is the earliest allowed start date?
- Why shouldn't a marketer add page content to the Marketing Landing Pages site?
- Which two Marketing app tabs confirm that an MPI install worked?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Marketing Cloud Next Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 24 lessons of the Marketing Cloud Next Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (17 questions for this lesson)
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