Enable Benchmarks
Enable Benchmarks by opting in to participate in Benchmarks data collection. With Benchmarks you can compare your organization's performance with that of the recognized industry standards.
Before you begin
To keep the Benchmarks comparison data clean, you can opt in to Benchmarks only from your production instance.
Role required: sn_bm_client.benchmark_admin
About this task
Note: You must install the Success Dashboard and Strategic Portfolio Management applications to access the respective Benchmarks KPIs. For information on these KPIs, see Benchmark KPIs.
Once you have manually opted into Benchmarks, enable and configure benchmark KPIs. From the Benchmarks dashboard, you can view the Benchmarks KPI data, performance trends, and indicator scorecards.
Note: Service Portal must be installed to view the Benchmarks dashboard.
Six months of global data is available after opting in. If available, the corresponding data for your instance is also included.
Note: Past data for your instance is only available for Benchmarks users upgrading from a previous release.
Procedure
- Opt into Benchmarks using the guided setup or by navigating using the application navigator.
| Using | Do this |
|---|---|
| Guided setup |
|
| Application navigator | Go to Benchmarks > Setup. |
Click Opt-In Agreement and read the agreement.
After reading the agreement, click Done.
Select the Yes, I have read and accept the Opt-In Agreement check box, and then click Opt-In.
The opt-in confirmation screen appears.
What to do next
Enable and configure your KPIs.