{"id":8486,"date":"2014-08-25T03:27:11","date_gmt":"2014-08-25T03:27:11","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=8486"},"modified":"2014-08-25T03:27:11","modified_gmt":"2014-08-25T03:27:11","slug":"user-specific-data-on-interactive-dashboards","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/25\/user-specific-data-on-interactive-dashboards\/","title":{"rendered":"User specific data on Interactive dashboards"},"content":{"rendered":"

Interactive dashboards add up to overall look and feel through which data is rendered to management users. Dashboards help review team\u2019s performance over the time. However some users may want specific dashboards like Leads that are assigned to them only. Yes this is similar to Leads pipeline however I may want to keep tab on all high priority leads on my dashboard. Here is how you can quickly design such user specific dashboards.
\nNew stuff: <\/strong><\/em><\/span> Migration of Act! Groups in Sage CRM<\/a>
\n1. First step is to create a view for the data you want to look at. For example create SQL view on Lead entity with high priority leads. Set this view as Reports view.
\n2. Create new report based on this view named \u201cHigh Priority Leads\u201d. At the time of creating this report make sure to check the checkbox named \u201cFilter by Current User\u201d as shown below.
\n\"1\"<\/a>
\n3. Now on your dashboard create a List gadget for Lead entity. On step 2 of 5 while creating dashboard select the report that you have created.
\n\"2\"<\/a>
\n4. Adding this gadget to Sales Dashboard, every sales user will be able to see only his high priority leads.
\n5. As you see in above screenshot it can also be done using saved search. User can find Leads assigned to him and in High priority through Find Lead option. Then save the search criteria. These Saved searches are available at the time of creating gadget under \u201cSaved Search\u201d section.
\nAlso Read:<\/strong><\/em><\/span>
\n1) Customer Dashboard with LinkedIn search<\/a>
\n2) Sage 300 Order Details in Sage CRM Dashboard<\/a>
\n3) Interactive Dashboards to help day to day CRM tasks<\/a>
\n4) Create Linked Gadgets to get related information on CRM Dashboard<\/a>
\n5) Show Chart Block On Classic Dashboard<\/a>
\n <\/p>\n","protected":false},"excerpt":{"rendered":"

Interactive dashboards add up to overall look and feel through which data is rendered to management users. Dashboards help review team\u2019s performance over the time. However some users may want specific dashboards like Leads that are assigned to them only. Yes this is similar to Leads pipeline however I may want to keep tab on\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[73,99,193,1,417],"tags":[740,907,911,1441,2541],"class_list":["post-8486","post","type-post","status-publish","format-standard","hentry","category-configuration","category-dashboard-sage-crm","category-interactive-dashboard-sage-crm","category-uncategorized","category-user","tag-configuration","tag-dashboard","tag-data","tag-interactive-dashborad","tag-user-wise"],"yoast_head":"\nUser specific data on Interactive dashboards - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/25\/user-specific-data-on-interactive-dashboards\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"User specific data on Interactive dashboards - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Interactive dashboards add up to overall look and feel through which data is rendered to management users. 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