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Add Revenue Grid widgets in Salesforce (admin guide)

4 min read


Admin-level article

This article is for Salesforce administrators. If you’re a user with permission to customize your Salesforce Lightning app navigation and page layouts, see Add Revenue Grid widgets in Salesforce (user guide).

Revenue Grid sales widgets are visual components embedded in Salesforce that provide real-time insights from CRM and communication data. These widgets help sales reps and managers monitor opportunity health, track engagement, identify gaps, and evaluate performance directly within the Salesforce interface.

This guide explains how admins can access the Revenue Grid app and configure widgets in Lightning app navigation and page layouts, so they’re available for users across the organization.

What Revenue Grid widgets offer

Revenue Grid sales widgets provide dynamic, contextual views of your sales data, including:

  • Engagement insights: Identify opportunities with no recent or upcoming activities.
  • Activity tracking: View recent interactions across leads, contacts, and accounts.
  • Pipeline analysis: Monitor deal size, conversion rates, and forecasted revenue.
  • Performance metrics: Evaluate progress toward sales targets and team performance benchmarks.

For detailed descriptions of each widget type, see Revenue Grid widgets in your SFDC environment.

Widget technology

Revenue Grid widgets use different underlying technologies depending on the version of the managed package installed in your Salesforce org:

  • Version 1.83 or earlier: Widgets are built using Salesforce Canvas App, a framework for embedding external web applications in Salesforce. These widgets run inside Visualforce frames and are compatible with both Salesforce Classic and Lightning Experience.
  • Version 1.87 or later: Widgets are rebuilt using Lightning Web Components (LWC) and Named Credentials, making them native to Salesforce Lightning. This modern architecture improves performance, ensures better security, and provides deeper integration with Salesforce features. These widgets are only available in Lightning Experience.

The key diffrence is that Canvas App widgets are web-based and externally hosted, while LWC widgets are native Salesforce components. This means LWC-based widgets load faster, offer a more consistent user experience, and support richer interactivity within Lightning pages.

To make sure which version you’re using, see Check your current package version.

Widget prerequisites

Before using Revenue Grid widgets, confirm the following:

  1. My Domain is configured in Salesforce

    This is required for both Canvas App and Lightning Web Components. See Dashboard Widgets Prerequisite: My Domain.

  2. The Revenue Grid managed package is installed and configured

    See Get the Revenue Grid Managed Package up and running.

Open the Revenue Grid app

To view all widgets in one place, open the Revenue Grid app in Salesforce. Select the procedure based on your managed package version.

  1. Click the App Launcher (grid icon in the top-left corner).

  2. Type Revenue Grid in the search bar.

  3. Select the app with the R icon labeled Revenue Grid.

  1. Click the App Launcher (grid icon in the top-left corner).

  2. Type Revenue Grid in the search bar.

  3. Select Revenue Grid from the list.

Once open, you can access all dashboards and insights. For an overview of available widgets, see Revenue Grid widgets in your SFDC environment.

Add Revenue Grid tabs to app navigation

You can make Revenue Grid tabs—such as RG Pipeline, RG Forecast, and others—available directly in the navigation of any Lightning app your users frequently use.

  1. Click the setup gear icon and select Setup.

  2. In the Quick Find box, type App Manager and open it.

  3. Find the app you want to edit. Click the dropdown arrow and select Edit.

  4. In the app settings menu, go to the Navigation Items section.

  5. In Available Items, select the tabs you want (e.g., RG Forecast, RG Pipeline) (A) and click the Add arrow (B).

  6. (Optional) Arrange tabs using the Up and Down buttons.

  7. Click Save, to apply the changes.

  8. Click the back icon to exit Lightning App Builder.

The selected Revenue Grid tabs are now visible in the app navigation for all users.

Add widgets to Salesforce layouts

You can embed individual widgets into record pages (like account or opportunity pages) for contextual insights.

Select the procedure based on your managed package version.

  1. Navigate to the record page you want to edit. For example, open the detail page of a specific account, lead, contact, or opportunity.

  2. Click the setup gear icon and select Edit Page.

  3. In the left panel, scroll to Custom - Managed and drag the RG Widget component to the layout.

  4. In the Widget Path menu, select the widget you need.

  5. After completing the widget Setup click Activation in the upper right-hand corner.

  6. In the dialog that appears, switch to App, Record Type, And Profile.

  7. Click the Assign to Apps, Record Types, and Profiles button.

  8. Select the apps that you want to add Revenue Grid Widgets to and click Next.

  9. On the next page, keep the default Form factor values, Desktop and phone, and click Next.

  10. Select the checkbox Master and click Next.

  11. Select applicable profile types, and click Next.

  12. Review the specified values and click Save to apply configuration updates.

  13. Click Save in the top-right corner of the app builder to apply the changes.

  14. Click the back icon to return to the page.

  1. Navigate to the record page you want to edit. For example, open the detail page of a specific account, lead, contact, or opportunity.

  2. Click the setup gear icon and select Edit Page.

  3. From the left panel, drag the Visualforce component onto the layout.

  4. In the right panel, select a widget in the Visualforce Page Name menu (1). The selected widget will appear in the Visualforce component on the page (2).

  5. Repeat to add multiple widgets if needed.

  6. After completing the widget Setup click Activation in the upper-right corner.

  7. In the dialog that appears, switch to App, Record Type, And Profile.

  8. Click the Assign to Apps, Record Types, and Profiles button.

  9. Select the Apps that you want to add Revenue Grid Widgets to and click Next.

  10. On the next page, keep the default Form factor values, Desktop and phone, and click Next.

  11. Select the checkbox Master and click Next.

  12. Select applicable profile types, and click Next.

  13. Review the specified values and click Save to apply configuration updates.

  14. Click Save in the top-right corner of the app builder to apply the changes.

  15. Click the back icon to return to the page.

Summary

Revenue Grid widgets enable your Salesforce users to visualize and act on live sales data directly from their workspace. As an admin, you can ensure the widgets are correctly embedded and accessible—so your sales team can stay productive, responsive, and data-informed.

See also