I am still a bit confused about the dashboards per sales user. I was given the task to clone a dashboard we already have for "each global user"? I am a bit confused, am I to create a dashboard for each user and save it under each of their names as the running user? Or is there another way to do this?
Thanks
3 answers
Thanks. I guess we are still confused about this. We basically just want each sales user to be able to see their dashboard and the managers to see their sales reps below them. We wanted to create a dynamic dashboard but don't know if that's the best rought. Issue is there are several countries and then those countries also have a couple of groups for ex North and Sth UK. It seems to be getting confusing. Is there a way to have a dashboard everyone can use that only shows info from their region? And if so how would each regions info be filtered out based on the user looking at the dashboard?
