User needs to show the total sales (parent and child customer) on the dashboard
- Navigate to Reports > Sales > Sales by Customer > Customize
- Sorting > Sales: Amount (Net). Add. Descending = Y.
- Move up.
- More Options > Expand Level = Collapse All (to display top level data only)
- Preview
- Notice that parent customers' sales includes child customers' sales. Click on the + sign to view the sales of child customers.
- Click Return to Customization.
- Enter Report Name.
- Click Save and Create a Snapshot. Enter Portlet Title, check wide or narrow. Save.
- Navigate to Home > Settings > Personalize Dashboard > Add Content > Report Snapshots > Custom Select custom snapshot created earlier.
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