We have our system set up to limit visability to our owned items (contacts, deals, leads ect) in order to minimize the clutter and work easier.
We are working on our default dashboard for our sales reps and in our old system we had the ability to show a comparative (competitive) style progress chart for seasons sales that shows each sales reps sales number and is visible by all.
I would like to create a similar report in hubspot and have it on each reps dashboard, but permissions are limiting the visability. Curious if there is a work arround.
Hi @Keegan4123,
Just to confirm, you’d like sales reps to see the progress of other users but not the records that constitute that progress? If so, that’s unfortunately currently not possible. In HubSpot, currently, reports will only show records that a user has view access to.
If you want there to be a feature that separates the two, I’d recommend submitting a request to the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas
These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand
Have a great day!