Loading
Sales Programs and Partner Tracks with Enablement
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            View the Enablement Dashboard from the Dashboards Page

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Programs and Partner Tracks with Enablement

            View the Enablement Dashboard from the Dashboards Page

            For a sales program in Lightning Experience, you can open the prebuilt dashboard from the Dashboards page. With a few extra steps, filter the dashboard to see analytics for a specific program.

            Required Editions

            Available in: Lightning Experience
            Enablement is available in Developer Edition with a limited number of add-ons. It is also available with Sales, Service, or the Salesforce Platform in: Enterprise, Performance, and Unlimited, Editions for an additional cost
            User Permissions Needed
            To view the prebuilt Enablement dashboards and reports: Design and Deliver Enablement Programs
            To create and customize Enablement dashboards: Create and Customize Dashboards
            To create and customize Enablement reports: Create and Customize Reports
            To manage dynamic dashboards: Manage Dynamic Dashboards
            To run Enablement reports: Run Reports
            To view your team’s dashboards: View My Team’s Dashboards

            When you open the prebuilt dashboard from a specific Enablement program’s View Analytics button, the dashboard is already filtered to the program. When you open a dashboard from the Dashboards page, apply dynamic filtering to view analytics for a specific program. If you cloned the prebuilt dashboard, you can open the cloned dashboard only from the Dashboards page.

            If you opt in to the Unified Home experience for analytics, reports and dashboards across Salesforce are aggregated under one Analytics tab. See Manage Your Reports and Dashboards in Analytics Home.

            1. From the App Launcher, find and select Dashboards.
            2. Select All Folders.
            3. Select the Enablement Dashboard Release Name folder.
            4. Select Enablement Dashboard.
            5. From the dashboard, click Edit.
            6. Next to Program Name, click the pencil icon.
            7. In the Edit Filter window, click Add Filter Value.
            8. Keep Operator as equals.
            9. In the Value field, enter the program name.
              The Edit Filter window where you insert the program name you want to see data for.
            10. Click Apply, then Update.

            Data for the program now appears in your dashboard.

             
            Loading
            Salesforce Help | Article