> ## Documentation Index
> Fetch the complete documentation index at: https://livingcontext.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Analytics

> Native charts and dashboards over your Salesforce records — rendered right in the app, in your theme, and fully filterable.

**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.

## Turn analytics on

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

<Steps>
  <Step title="Connect a source">
    Until a source is linked, the Analytics page says **"Analytics is off"** and points you to [Connections](/integrations/salesforce), where the **Analytics** section links your database.
  </Step>

  <Step title="Charts go live">
    Once connected, the Analytics page and the [workspace agent](/agents/workspace-agent)'s chart tools are enabled. If you connect more than one source, a source picker appears in the page header.
  </Step>
</Steps>

<Note>
  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.
</Note>

## Create charts by asking

You don't build charts with a builder — you **ask for them**. On **Home**, ask the [workspace agent](/agents/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:

| List           | What it holds                               |
| -------------- | ------------------------------------------- |
| **Dashboards** | Multi-chart boards with a shared filter bar |
| **Questions**  | Individual saved charts                     |

Open any of them from the left rail — the URL captures which one you're viewing, so you can share the link with teammates.

## 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.

<Note>
  Filters narrow what you see on the page; they never change the underlying question or your Salesforce data.
</Note>

Use **Refresh** in the header to refetch live data and bypass the cache after a big data change.

## 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:

<CardGroup cols={2}>
  <Card title="Trends and comparisons" icon="chart-line">
    Bar, row, line, area, and combo charts for breakdowns and change over time.
  </Card>

  <Card title="Distributions" icon="chart-pie">
    Pie, scatter and bubble, funnel, waterfall, and sankey charts.
  </Card>

  <Card title="Single numbers" icon="gauge">
    Scalar, trend (vs. the previous period), gauge, and progress indicators.
  </Card>

  <Card title="Detail" icon="table">
    Tables when you need the underlying rows.
  </Card>
</CardGroup>