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Hi Yall,

I have a business requirement to have a personalized dashboard for each sales rep displayed on their homepage, showing metrics and data relevant to their performance.

 

1. Is there a way to dynamically assign different dashboards to different users ?

2. Would this require setting up different home pages for each user, or can this be done through some form of dynamic dashboard assignment?

 

I’ve explored creating different dashboards, but I’m unsure how to assign them to individual users’ home pages automatically.

 

Thank you so much for your help.

4 件の回答
  1. 2024年8月26日 23:11

    @Lisa Pazienza Yes that should work, as long as you are referencing a user field on each report for the logged-in user. 

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