I'm trying to add a Key Performance Indicator to a sales centre custom role dashboard and it is greyed out in the dashboard setup. How to resolve for this?

AI generated answer (using internal Slack threads):

If you're trying to add a Key Performance Indicator (KPI) to a sales centre custom role dashboard and it is greyed out in the dashboard setup, it could be due to a lack of necessary permissions or the KPI is not set up correctly. Here are the steps to resolve this: 1. Check the permissions: Make sure the role has the necessary permissions to view and edit the KPIs. You can do this by going to

Setup > Users/Roles > Manage Roles > [Select Role] > Permissions > Lists

. Ensure that the role has 'View' and 'Edit' permissions for KPIs. 2. Customize the center tab: If the permissions are correctly set, you might need to customize the center tab. Go to

Customizations > Centers and Tabs > Center Tabs

and select the appropriate tab. From there, you can add or remove KPIs. 3. Check the KPI setup: If the KPI is still greyed out, it might not be set up correctly. Go to

Customizations > Centers and Tabs > KPI Scorecards

and ensure that the KPI is correctly configured. Remember, you can add multiple KPI scorecards to a dashboard. If you have one that is based on Period, but need another to not be Period based to display other metrics, you can do this by customizing the center tab. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******