For any company that is operating in different (sales) regions or territories, its a must to report and compare those regions.
Therefore I'd like to simply add a filter function on any dashboard that is then applied on every underlying report whether it is a task, activity, oppty, account, product etc. type of report so the Mgmt. can easily switch and see's the dashboard results for specific regions.
So far it seems as this is not possible out of the box? (cant acutally believe)
Is it really necessary that I first need to create for each kind of report ->a custom report type and make sure that I have e.g. the sales regions fields part of this report type?
Or can I maybe solve this problem if Im enabling the territory management feature?
Because I thought I could do it simply by applying roles & subordinates ->but even this is not working on all underlying reports...strange
what do I miss here?
Thanks for you help
1 respuesta
Hi Philipp,
This would be a great thing to add to our Idea Exchange below so that we can develop this functionality.
https://success.salesforce.com/ideaSearch
Best,
Bhavin
