Hi guys,
I’m looking to create a unique dashboard for our Sales Team members allowing them to track their performance on a daily basis. I would like each one of them to use the same dashboard but see only their own data when using the dashboard.
Is this possible? Or can I do this by sending the dashboard to each of them through Gmail?
Thanks!
Solved! Go to Solution.
Hi @Jennbl
Yes, this is possible using user attributes. If there is a column in the data that has the sales team member’s name or something similar, you can create a user attribute and assign their value to that.
Once you have created the user attribute you can either:
The solution will depend on whether you would like to give the end users the ability to change the filter.
Let me know if you have any questions.
Naomi, Redkite
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