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            Include Multi-Producer Policies in Metrics and Charts

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            3. Financial Services Cloud Admin Guide

            Include Multi-Producer Policies in Metrics and Charts

            Include policies with multiple producers in your calculations to ensure that metrics and charts show accurate policy and premium figures. By default, the policy-related metrics and charts include only the policies that are assigned to single producers.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. On the home page or the record page, from Setup, select Edit Page.
            2. Click anywhere on the component that contains the metrics or charts to select it.
              Here are the components that include policy-related metrics or report charts:
              • Insurance Distributor Performance Metrics
              • Insurance Agent Performance Metrics
              • Insurance Agent Action Items
              • Insurance Agent Reports
            3. In the Properties pane, select Include policies with multiple producers.
              Note
              Note Select this option only if you use the Producer Policy Assignment object to map both a single producer to a policy and multiple producers to a policy. After you select this option, metric and chart calculations use only the mappings from the Producer Policy Assignment object. They ignore the lookup from the Insurance Policy object to the Producer object.
              Note
              Note This option is not available for the Distributor Performance Dashboard. The reports on the Distributor Performance Dashboard always include the policies with multiple producers.
            4. Save your changes.
             
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