I have a dashboard with 12 different reports on it. What is the easiest way to set up salesforce to show these dashboards to managers for each salesperson? This way we don't have to keep creating all these reports and dashboards every time we hire a new salesperson.
Thank you,
7 answers
Add a dashboard filter named "Opportunity Owner" or "Created By" or "Assigned", depending on what kind of dashboard it is and which reports are on it. Then list all the salesperson's names on the filter.
The manager will only need to click on this drop down list (the dashboard filter) and pick the name of the salesperson. All reports will show that salesperson's data.
