Create a custom dashboard that groups your favorite visual reports and custom reports in Salesforce Spiff. For example, group all reports that apply to a team or plan.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| Available for an additional cost in: Professional Edition with Web Services API Enabled |
| User Permissions Needed | |
|---|---|
| To create a dashboard: |
A Spiff user role with this permission turned on. Reporting Dashboards: Edit |
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Create a dashboard.
- On the Reporting tab, click Dashboards.
- Click New Dashboard and enter a name.
- To see the available custom reports and visual reports you can add to the dashboard, click Add Tile.
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Select a report and click Add Report.
There's no limit to the number of reports you can add.
- Save your changes.
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To customize the dashboard, select the dashboard in the Dashboards view, click the three dots menu, and select Edit Dashboard.
- To change the dashboard name, edit the name directly.
- To add a tile, click Add Tile, search for a report, and click Add Report.
- To remove a tile, click the trash icon on the tile.
To delete a dashboard, click the three dots menu on the dashboard and select Remove.