Dashboards & Reporting

LRhodes
Participant

Restrict Dashboard Metrics to Owner or Team Only

Résolue

Is there a way to ensure that the only activities/metrics displayed on a user's dashboard are for their own (or their team's) contacts/companies/deals? For example, Rep A should only see his sales revenue vs. last year's value, not have access to the entire company's sales numbers.

0 Votes
1 Solution acceptée
dmattauch
Solution
Contributeur de premier rang

Restrict Dashboard Metrics to Owner or Team Only

Résolue

if you filter "owner is any of : me", it will dynamically change the report to only show their metrics

 

Voir la solution dans l'envoi d'origine

3 Réponses
dmattauch
Solution
Contributeur de premier rang

Restrict Dashboard Metrics to Owner or Team Only

Résolue

if you filter "owner is any of : me", it will dynamically change the report to only show their metrics

 

LRhodes
Participant

Restrict Dashboard Metrics to Owner or Team Only

Résolue

@dmattauch This is exactly what I needed. Thank you!

0 Votes
webdew
Guide | Partenaire solutions Diamond
Guide | Partenaire solutions Diamond

Restrict Dashboard Metrics to Owner or Team Only

Résolue

Hi @LRhodes ,

You want your dashboards to be accessible to certain users and teams right? This is possible only in enterprise subscription. Read this article here.SS from the same article: https://prnt.sc/1s4m8rw 

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.