You can create your own line or bar graph for any calculation you want to explain visually in Salesforce Spiff. For example, create a visual report in the Leaderboard format for a worksheet calculation that's shown as a metric card on a rep statement.
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 custom report: |
A Spiff user role with this permission turned on.
Custom Reports: Edit
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This example uses the YTD Attainment calculated field from the statement, but you can choose any statement calculation or line-by-line calculation from any payout rule.
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On the Reporting tab, go to Custom Reports and select Create Report.
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Enter a name and optional description.
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Select the Bar Chart option and click Create Report.
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In the left panel, select the period, plan, and teams that you want to include.
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From the dropdown menu under Calculated Field, select YTD Attainment.
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Change the Calculated Field to Average, and then click Run & Save.
