Admin / Setup’s Get started, one chapter per step. Each chapter links its section of the Admin guide; the Quick start has the same steps in writing.
The video is being recorded. Until it is published, each chapter below lists what it shows.
After you install, assign yourself two permission sets, Revenue Execution Configuration Health and Revenue Execution Viewer, then open Admin / Setup from the App Launcher. See Grant access.
Admin / Setup opens on Get started: four steps, in the order that works. Next marks the step to do now. See Get started and Health.
The defaults use Amount and Close Date. To report on another field, pick it in Configure Fields, Preview, then Save: every dashboard uses it. See Map your fields.
Assign Revenue Execution Viewer to everyone who uses the dashboards: Copy the Setup path, add them in Setup, come back, and Recheck. See Grant access.
Get started lists exactly which fields Viewers can’t read yet. Grant Read on them in a permission set your company owns, assign it to your Viewers, and Recheck.
Anything else Health finds shows up here, with the fix on the row. See Troubleshooting.
Dashboards follow your settings. Product Overview shows what’s selling, flags what needs help, and your product mix. See the User guide.
Optional: Deal Alerts emails owners about past-due deals. It stays off until you turn it on. See Deal Alerts.