I've build a Sales Reps dashboard that should show "my expected revenue" my achieved revenue" etc.
All source reports are filtered with show "my opportunities". Now Ive wanted to display this general dashboard on the home page layout. I thought every user will then see his numbers when running this dashboard since its filtered by show me my opportunities. Instead it is only showing always mine (Ive created it but Im an admin and it doesn't make sense at all).
Also I dont believe that you will need to create for every Sales Reps his own dashboard filtered by oppty owner. That would be a night mare!!
How can you achieve to build a generic dashboard that is then reflecting the users figures?
Many thanks for your quick help, Im desperately are looking for that and need to show this to my users on Monday.
3 respuestas
Hi Phil,
Can you post a screenshot of the Report, and the Groupings, Settings, etc, that you're currently using and the results you're getting and create a mock-up of what you want your Report to look like? For questions related to Analytics: Reports and Dashboards those are really helpful.
On the surface it sounds like you want what's called a "Dynamic Dashboard"
KNOWLEDGE ARTICLE
Create a Dynamic Dashboard in Salesforce Lightning User Interface
https://help.salesforce.com/articleView?id=000264838&type=1&language=en_US
