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            Add Distributor Performance Dashboard and Metrics to a Home Page

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            3. Financial Services Cloud Admin Guide

            Add Distributor Performance Dashboard and Metrics to a Home Page

            Create a custom home page for your sales managers. Then add the distributor performance dashboard and distributor performance metrics to the page.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. Add the Distributor Performance Dashboard to the page.
              1. On the home page, from Setup, select Edit Page.
              2. Drag the Dashboard component to the page.
              3. Click anywhere on the component to select it.
              4. In the Properties pane, from the Dashboard list, select Distributor Performance Dashboard.
              Note
              Note By default, your users view the dashboard as you. That is, they see data in the dashboard according to your access to data. You can change who your users view the dashboard as. For more information, see Dynamic Dashboards: Choose Who People View a Dashboard as in Lightning Experience.
            2. Add the Insurance Distributor Performance Metrics component to the page.
              1. Drag the Insurance Distributor Performance Metrics component to the page.
              2. Click anywhere on the component to select it.
              3. In the Properties pane, under Metrics, click Select.
              4. Select the metrics that you want to add to the component, and click OK.
              5. If you use the Producer Policy Assignment object to map both a single producer to a policy and multiple producers to a policy, select Include policies with multiple producers.
            3. Save your changes.

            See Also

             
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