Dashboards & Reporting

LRhodes
参加者

Restrict Dashboard Metrics to Owner or Team Only

解決

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.

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dmattauch
解決策
トップ投稿者

Restrict Dashboard Metrics to Owner or Team Only

解決

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

 

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dmattauch
解決策
トップ投稿者

Restrict Dashboard Metrics to Owner or Team Only

解決

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

 

LRhodes
参加者

Restrict Dashboard Metrics to Owner or Team Only

解決

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

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webdew
ガイド役 | Diamond Partner
ガイド役 | Diamond Partner

Restrict Dashboard Metrics to Owner or Team Only

解決

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!


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