---
schema_version: "1"
id: 9e88c5d693f3ed1e529370a24cbec0b8b47275300671037845e608ad4fc807c1
title: Create and Customize a Dashboard in Salesforce Spiff
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_dashboard_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_dashboard_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d3b72e19eb519ebd165be303a7be7cb139b1e79c541a1a0702e40ca0413f3501
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Create and Customize a Dashboard in Salesforce Spiff

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Professional</strong> Edition with Web Services API Enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d66980e76">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d66980e76 ">To create a dashboard:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d66980e76 ">
              <p>A Spiff <a href="https://help.salesforce.com/s/articleView?id=sales.spiff_users_roles_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Give users the appropriate level of access so they can be successful in Salesforce Spiff, and enforce the principle of least privilege. Assign a default role to each user, or create custom roles with access to specific Spiff functionality.">user role</a> with this permission turned on.</p>
              <p style="margin-bottom:0;">Reporting Dashboards: Edit</p>
            </td>

          </tr>
        </tbody>
      </table>

1. Create a dashboard.
    1. On the Reporting tab, click **Dashboards**.
    2. Click **New Dashboard** and enter a name.
    3. To see the available custom reports and visual reports you can add to the dashboard, click **Add Tile**.
    4. Select a report and click **Add Report**.
        
        There's no limit to the number of reports you can add.
    5. Save your changes.
2. 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**.