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Annotated onboarding screen showing role-specific setup sections. Use this page when reporting is part of the initial rollout. Reporting defaults can create starter dashboards and a baseline grading rubric, but reporting still depends on source data, reporting access, and the reports your team actually wants to review.

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Who can use this

  • Admins, team admins, RevOps owners, and reporting owners with reporting access.
  • Users who have been granted reporting access for all dashboards or selected dashboards.

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Before you start

  • Confirm reporting is enabled for the workspace.
  • Make sure the setup owner has reporting access and creation permission.
  • Decide whether starter dashboards should be created for sales, customer success, product, or a specific team.
  • Confirm call grading should be enabled before adding a default sales grading rubric.

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Steps

  1. In onboarding, leave enabled only the defaults your team wants: Sales Dashboard, Customer Success Dashboard, Product Dashboard, and Sales Grading Rubric.
  2. If you are already in Reporting, use Add Default Dashboard to create a sales, customer success, or product dashboard.
  3. When creating default dashboards from Reporting, choose a team if the dashboard should be team-specific.
  4. For sales dashboards, review any competitor picklist prompt before treating competitor reports as ready.
  5. Grant reporting access to the right viewers after defaults are created.
  6. Review the generated dashboards and edit or remove reports that do not match your operating cadence.

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What to expect

  • If the onboarding user does not have reporting access, the reporting defaults step is skipped.
  • Admins and team admins can have full reporting access; other users depend on reporting access grants.
  • Reporting access grants can allow all dashboards, selected dashboards, and creation permission.
  • Default dashboards are starting points. They need enough relevant meeting, CRM, and reporting field data before their results are meaningful.

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Common issues

  • A user expects to see Reporting in the sidebar but does not have reporting access.
  • Defaults are created before reporting fields, grading rubrics, or source data are ready.
  • A dashboard is visible to admins but not to a viewer with a narrower reporting grant.
  • A default dashboard exists, but a filter, team selection, time range, or missing source data makes it look empty.
Last modified on June 8, 2026