I currently have a dashboard that is sent to our sales director (The guy at the top)once a week. the dashboard shows all sorts of opportunity metrics for every account manager
The sales director wants the same report to be emailed to every opportunity owner but to have the dashboard only show the metrics specific to that owner, so filtering out all the metrics from any other opportunity owner. Is there a way I am able to do this?
5 answers
Unfortunately Dynamic Dashboards can't be scheduled for delivery via email.
You'd need to create an Email Template with a link to the Dashboard, and then send the email the users each week
