---
schema_version: "1"
id: ef98f751664b843a40457db07db939b55c03e774dbd88e67d8188d902d933c88
title: Add and Edit Standard and Custom Statement Metrics
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_statement_design_metrics_edit.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_statement_design_metrics_edit.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9d5fd914f91424a9e1ea4b69948d948d0ed31f6deef1671db889a10d86a99edc
description: Help reps spend more time on sales and less time creating commission spreadsheets when you add useful metrics to their statements. Include standard and custom metrics, rearrange their order, and remove the ones you don’t need. Any calculations that you have previously created in Designer can be used as a metric card. Changes to metric cards apply to all statements on the same plan.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Add and Edit Standard and Custom Statement Metrics

Help reps spend more time on sales and less time creating commission spreadsheets when you add useful metrics to their statements. Include standard and custom metrics, rearrange their order, and remove the ones you don’t need. Any calculations that you have previously created in Designer can be used as a metric card. Changes to metric cards apply to all statements on the same 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%">
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d21244e78">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d21244e78 ">To add metrics to a statement:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d21244e78 ">
              <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;">Statements: Edit</p>
            </td>

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

1. From a rep’s statement, click **Edit**.
2. Click **Add Tile**.
3. Select a standard metric, add the metric, and then click **Done Editing**. Or, select **Custom Metric** and go to the next step.
4. Select a type, field, and how you want the metric to appear.
    
    Metrics can be displayed in a regular or compact size. Compact metrics fit two cards in the size of one regular metric square. Progress rings can be displayed only in the regular size. Metrics formatted as a percentage are represented as a single value or a progress ring. All other numerical data is limited to a single value.
5. Click **Add Metric**.
6. Drag the card to the location you want.
7. Click **Done Editing**.
8. Recalculate the statement and refresh your browser.
    
    Metrics that weren't used in the commission logic for your plan don’t show any data until you recalculate and refresh. Your statement can take a few minutes to recalculate before you refresh.

#### See Also

- [Add Tooltip Descriptions to Statement Metrics and Payout Rules](https://help.salesforce.com/s/articleView?id=sales.spiff_statement_design_tooltip.htm&release=264.0.0&type=5 "Help sales reps and managers better understand the information they see in Salesforce Spiff statements, and help Spiff admins deflect and resolve cases more efficiently. Add tooltip descriptions that explain metric tiles, key metrics and data, or obligations table columns. Edit the default, visible descriptions of certain payout rules.")