Restrict Dashboard Metrics to Owner or Team Only

SOLVE
LRhodes
Member

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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1 Accepted solution

Accepted Solutions
dmattauch
Solution
Contributor

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

 

View solution in original post

3 Replies 3
webdew
Top Contributor | Diamond Partner

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. 

dmattauch
Solution
Contributor

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

 

View solution in original post

LRhodes
Member

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

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