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            Add and Edit Standard and Custom Statement Metrics

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            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

            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 add metrics to a statement:

            A Spiff user role with this permission turned on.

            Statements: Edit
            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

             
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