The Administrator can personalize the Dashboard settings within the Global Settings workspace on the Sales Performance Home page.
Dashboards are updated automatically when Compensate and Pay is run. However, two features allow you to control the release of data to the payees.
Enable released periods allows you to manually release periods in the Dashboard. If this feature is enabled, payees can view the dashboards for the released periods only, and dashboards aren't updated until you release them. For example, let’s say you run Compensate and Pay daily, but you don’t want your payees to see an updated dashboard until the 15th of the month. You can release periods for all data, or release periods based on Processing Units and Calendars.
If needed, you can block specific positions or position groups when releasing a period. This is helpful if you're having trouble with the results of only one individual.
Show only released periods matching by positions date range controls the display of the release periods based on the release period assigned to a payee. If this is enabled, payees will see Dashboards only for the periods for which they are assigned. The currently selected position displays only the released periods for that position.
If Use Approved Calculated Data Only is enabled, a new dataset is created that can be leveraged in dashboards as "approved" data. Administrators can control which data is pushed into the dataset if you need more granular control over the release of data. If this feature is enabled, calculated data will be displayed only after you have also run a pipeline for the Approve Calculated Data task. The following image shows how to use the Pipeline to approve calculated data.
Key facts regarding dashboards:
- A dashboard can be ‘previewed’ by selecting a payee from the list.
- Period selector can be set to be a Period Name or Date Range in Global Settings in the Sales Performance Home page.
- A Dashboard can have an Effective Date range.
- Dashboards have a View Date, which can be set to a Past date or Future date.
- Dashboards support payees who hold multiple positions.
- Dashboards can be created for Custom Calendars.