KPI Page: Configure and Share Dashboard Pages using In-app Personalization

Empowering Sales Administrators with the ability to create and centrally manage KPI Pages, this feature introduces a streamlined way to configure metric cards with up to five supporting content blocks (charts, tabular views, or list views). These KPI Pages can be shared across the sales organization, allowing Sales Managers and Sales Reps to select and personalize their dashboards with pages that are tailored to specific business functions, roles, or performance areas—ensuring quicker access to relevant insights and improved decision-making.

This feature offers the following business benefits:

• Standardized Performance Monitoring
  Enables consistent performance tracking across the sales team with centrally curated KPI Pages aligned to business priorities.

• Reduced Dashboard Fragmentation
  Minimizes redundant dashboards and visual clutter by providing structured, role-based KPI page templates for users to select from.

• Faster Insight-to-Action
  Equips sales users with pre-configured insights relevant to their roles, reducing the time to analyze data and take action.

Steps to Enable

You don't need to do anything to enable this feature.