Sales Rep Pipeline Dashboard

Use What You Pay for in Salesforce – Episode 4 – Salesforce Dynamic Dashboards

Use What You Pay For in Salesforce

Episode 4: Salesforce Dynamic Dashboards

Dynamic Dashboards allow you to view a dashboard as the running user (rather than the standard static user). So say you need a Sales Pipeline dashboard, which should show an individual just their Opportunities and pipeline data. Rather than creating a dashboard for each of your users, Dynamic Dashboards allow you to define the running user for the dashboard as the logged in user. As long as your report components are filtered with a ‘My’ or ‘My Team’ filter, each user will then only see his/her relevant records.

episode

See a use case and learn how to create a Salesforce dynamic dashboard here:

Dynamic Dashboards are available on: EE, UE, PXE

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