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MC-DragnierMC-Dragnier 

Exposing dashboards to individual users

Hello,

 

We are implementing some new pipeline requirements of our sales people and would like the visual aid of a dashboard to be able to show them quickly whether or not they are meeting the requirements.

 

What I'm trying to find out is, aside from creating a new dashboard category for each of our sales people and having them set that as their dashboards, is there a way for us to set dashboards for individual users on the backend without having them do anything.

 

So we create a dashboard that shows Salesguy A's pipeline metrics and expose it only on Salesguy A's homepage, Salesguy B's pipeline metrics are visible on salesguy B's homepage, etc.

 

 

Thanks!

NasipuriNasipuri

Yes ,

 

The solution is dynamic dashboard and running user.

 

Configure your dashboard as a dynamic dashboard and set the logged in user running user .

 

Please note that dynamic dashboard is available in the Enterprise, unlimited and developer edition.

Thanks and Regards,

Dinesh Nasipuri

dinesh.nasipuri@gmail.com