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            Create and Customize a Dashboard in Salesforce Spiff

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            Create and Customize a Dashboard in Salesforce Spiff

            Create a custom dashboard that groups your favorite visual reports and custom reports in Salesforce Spiff. For example, group all reports that apply to a team or plan.

            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 dashboard:

            A Spiff user role with this permission turned on.

            Reporting Dashboards: Edit
            1. Create a dashboard.
              1. On the Reporting tab, click Dashboards.
              2. Click New Dashboard and enter a name.
              3. To see the available custom reports and visual reports you can add to the dashboard, click Add Tile.
              4. Select a report and click Add Report.
                There's no limit to the number of reports you can add.
              5. Save your changes.
            2. To customize the dashboard, select the dashboard in the Dashboards view, click the three dots menu, and select Edit Dashboard.
              • To change the dashboard name, edit the name directly.
              • To add a tile, click Add Tile, search for a report, and click Add Report.
              • To remove a tile, click the trash icon on the tile.

            To delete a dashboard, click the three dots menu on the dashboard and select Remove.

             
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