Calibration reports are populated with data from performance summary cycles. They are designed for managers and executives to review overall performance of their teams or organizations. Before using the Calibration feature, you must create a report that loads the performance summary data.
|Available in: Salesforce Classic|
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
|To view the Calibration tab:||“Enable Work.com Calibration”|
Define your own calibration report or download the calibration reports package from the Package Installation page.
On the Calibration tab, select a calibration report from the drop-down list.
Click View/Edit Report.
Click Save As.
Type a name, an optional description, unique name, and specify the report folder.
If the report is saved to a public folder, anyone with permission to view the folder sees this report, but each user will only see performance summaries they have access to. If the report is saved to “My Personal Custom Reports,” only you will see the Calibration report.
Click Save & Return to Report.
You can also create a new report. Once a report meets specific criteria, it automatically appears in the Calibration drop down.
- The report must be a Work.com Calibration report type.
- The report must be in a Summary Format, grouped by Feedback Question Name and then by Feedback.
- These columns should be listed in the report:
- Performance Cycle ID
- Feedback Request ID
- Feedback ID
- Subject: User ID
- Subject: Full Name (or Subject: First Name and Subject: Last Name)
- The report must be filtered to only view one performance summary cycle.
Once you’ve downloaded the package or created a report that meets the criteria, it automatically appears in the Calibration drop-down.