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Analytics turns your Salesforce records into charts and dashboards without leaving LivingContext. Everything renders natively in the app — in the same theme as the rest of your workspace, with no external tools, pop-outs, or public share links. Open it from Analytics in the left navigation.

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Turn analytics on

Analytics charts over a database that mirrors your Salesforce records (your Salesforce backup database), connected once by an administrator:
1

Connect a source

Until a source is linked, the Analytics page says “Analytics is off” and points you to Connections, where the Analytics section links your database.
2

Charts go live

Once connected, the Analytics page and the workspace agent’s chart tools are enabled. If you connect more than one source, a source picker appears in the page header.
Each organization connects its own source — one org can never see another’s data or results. Filters and charts read your records; nothing here ever writes to Salesforce.

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Create charts by asking

You don’t build charts with a builder — you ask for them. On Home, ask the workspace agent in plain language:
  • “Chart new Opportunities by month this year”
  • “Build a dashboard of pipeline by stage and owner”
The agent renders the result inline in the chat, and saved charts and dashboards appear on the Analytics page, organized into two lists: Open any of them from the left rail — the URL captures which one you’re viewing, so you can share the link with teammates.

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Filter without leaving the page

Every dashboard gets a filter bar derived from its charts’ own columns — category selects, date ranges, and text search — and filters apply instantly to what’s on screen.
Filters narrow what you see on the page; they never change the underlying question or your Salesforce data.
Use Refresh in the header to refetch live data and bypass the cache after a big data change.

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What you can chart

Analytics reads the records behind your Salesforce org — Accounts, Opportunities, Cases, your custom objects — and renders aggregates and trends across a full chart catalog:

Trends and comparisons

Bar, row, line, area, and combo charts for breakdowns and change over time.

Distributions

Pie, scatter and bubble, funnel, waterfall, and sankey charts.

Single numbers

Scalar, trend (vs. the previous period), gauge, and progress indicators.

Detail

Tables when you need the underlying rows.