Creating Dashboards

After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Create dashboards
  • Enable the release periods feature in dashboards
  • Identify the various types of widgets


Dashboard are an easy and intuitive way to communicate compensation results and other information to payees, giving them access to the information that matters to them the most.

The compensation administrator creates and maintains various dashboards using the Dashboards page in Sales Performance Home. Dashboards can be created for all payees who share a plan, or all payees who share a title. In addition, a global dashboard can be shared among all payees.

To allow a user to create and manage dashboards, add the user to a role with the Administration - Dashboards permission.

The following image shows a dashboard displaying the results for Terry Callahan for the first 6 months of 2022.

Dashboards are created using widgets. A widget is a window that contains a single piece of data for display in a dashboard. Examples of widgets in the image above are My Profile, Product Sales Revenue, and Team Ranking.

Configuring Dashboards

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.


As we saw earlier, dashboards are made up of Widgets. A Widget is a window that displays results or other plan data. They are very easy to configure in the user interface. You can use up to eight widgets per Dashboard. Most widgets are optimized to display payee data, but two widgets display data specifically for managers.

Dashboard Widget Types

Payee widgets include:

  • Payee Profile: displays the payee information such as name, base salary, and manager name.
  • Single Performance Metric: displays a single metric, such as the payee’s measurement for the quarter.
  • Leaderboard: allows participants to see where they fall within a ranking of their peers.
  • Attainment: displays the payee’s attainment of a specific target, shown as a percent.
  • Payment: displays the payee payment information.
  • Aggregate: aggregates data by multiple attributes.
  • Personal Modeler: allows payees to estimate their potential payment.
  • Table: displays tabular data on top of the Payee results.
  • Quota attainment: displays performance metrics alongside a quota.

Manager widgets include:

  • Manager Rank: displays and ranks subordinates by a defined data type.
  • My Team: displays a list of subordinates with the capability to view any of their dashboards.

To learn more about various types of widgets, see the following videos:

Creating the Dashboard and Adding Widgets

The steps to create a dashboard are:

  • Decide on the dashboard audience.
  • Decide what type of information you would like payees to see on their dashboard
  • Create the dashboard using the available widgets using the Dashboard workspace
  • Preview the dashboard using several payees as examples
  • Publish the dashboard

To create a new dashboard for all sales representatives:

  1. Open the Incentive Management Portal using the application picker in the upper right.
  2. From the navigator on the left, select the Dashboards link.
  3. Select By Title.
  4. Next to the title, click the plus (+) icon under the Actions column.
  5. Enter a name for the new dashboard.
  6. Optionally, enter Effective From and Effective To dates. If left blank, the dashboard will be visible for all periods.

    The dashboard must have at least one widget before it can be saved.

  7. Add a Free-Form Text widget.
    • In the list of Payee Widgets, select the icon for free-form text.
    • Enter a name for the widget.
    • Enter some text in the editor
    • Select Apply Changes.
  8. To save the new dashboard, select Create.
  9. Let’s add one more widget that displays a single performance metric. In this example, we’ll use a primary measurement that returns total sales for the period.
    • In the list of Payee Widgets, select the icon for Display a Performance Metric Value
    • Enter a name for the widget.
    • For the performance metric type, select Measures.
    • Select the name of the measurement.
    • In the Field section, select Value.
    • Select Apply Changes.

      To publish a dashboard:

  10. Select Create and Publish.

Downloading Dashboard Images

Payees viewing their dashboards can download chart images to PDF, JPG, PNG and SVG formats by selecting the menu in the upper right corner of the widget.

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