Dashboards & Reporting

SK_ACLI
Member

Setting dashboard to view only team data

SOLVE

Hi all, 

 

I have created 2 dashboards, one for Sales Reps and another for Sales Manager. 

How do i set it so that the Sales Rep can only see their teams data and not all Sales Reps.

 

Sales Managers have overview over all but sales reps should be limited to view only their teams activities and stats

1 Accepted solution
LouiseHare
Solution
Top Contributor | Partner
Top Contributor | Partner

Setting dashboard to view only team data

SOLVE

Hi @SK_ACLI ,

 

You can do this by using dashboard filters.

 

On your dashboard select 'Quick filters' and click 'Teams'.

 

Screenshot 2024-06-21 at 14.42.08.png

 

'Teams' will then appear as a filter at the top of the dashboard. When you select a Team to filter on it will only show records/activities related to that Team.

 

Screenshot 2024-06-21 at 14.42.18.png

 

Hope this answers your questions,

Untitled design (5).png

Louise Hare she/her

Freelance HubSpot Expert

Book a Consultation

 

If my reply helped to answer your question please mark it as a solution to make it

easier for others to find! 

View solution in original post

3 Replies 3
Lucila-Andimol
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Setting dashboard to view only team data

SOLVE

Hey @SK_ACLI 

if sales rep have team only permissions

even if they access to a shared dahsboard

they 'd only see what they can see (their team info).

If they have access to see everything,

you will need to setup filters as Louise is showing you.

Hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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Did my post help answer your question? Mark this as a solution.

LouiseHare
Solution
Top Contributor | Partner
Top Contributor | Partner

Setting dashboard to view only team data

SOLVE

Hi @SK_ACLI ,

 

You can do this by using dashboard filters.

 

On your dashboard select 'Quick filters' and click 'Teams'.

 

Screenshot 2024-06-21 at 14.42.08.png

 

'Teams' will then appear as a filter at the top of the dashboard. When you select a Team to filter on it will only show records/activities related to that Team.

 

Screenshot 2024-06-21 at 14.42.18.png

 

Hope this answers your questions,

Untitled design (5).png

Louise Hare she/her

Freelance HubSpot Expert

Book a Consultation

 

If my reply helped to answer your question please mark it as a solution to make it

easier for others to find! 

SK_ACLI
Member

Setting dashboard to view only team data

SOLVE

Hi there, thank you for your response, is there a way i can default it so that they can only have access and view the teams view?

0 Upvotes