Add Performance Metrics and Reports to Account and Contact Record Pages
Your sales managers can now view individual distributor and producer performance when
you add performance reports to the account and contact record pages. You can add performance
metrics only to the account record page.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
Add performance reports to an account or contact record page.
On the record page, from Setup, select Edit Page.
Drag the Report Chart component to the page.
Click anywhere on the component to select it.
In the Properties pane, from the Report list, select the report that you want to
add to the component.
Important The Report list includes reports for both the account and
contact record pages. Select an appropriate report, depending on the record page you
are on. For example, on the account record page, select Renewals by Policy Type
(Account). On the contact record page, select Renewals by Policy Type
(Contact).
From the Filter By list, select Account ID or
Contact ID, depending on the record page you are on.
Repeat steps 1.b through 1.e to add more reports to the page.
Tip The performance reports are based on these provided custom report types.
Accounts with Contacts and Business Licenses
Accounts with Contacts and Distributor Auth.
Accounts with Multiproducer Policies
Accounts with Multiproducer Policies and Claims
Contacts with Multiproducer Policies
Contacts with Multiproducer Policies and Claims
Add performance metrics to the account record page.
Drag the Insurance Distributor Performance Metrics component to the page.
Note This component is not available on the contact record page.
Click anywhere on the component to select it.
In the Properties pane, under Metrics, click Select.
Select the metrics that you want to add to the component, and click
OK.
You can select up to six metrics.
If you use the Producer Policy Assignment object to map both a single producer to a
policy and multiple producers to a policy, select Include policies with
multiple producers.
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