What is it?
Super admins can configure and assign up to five dashboards in Sales Performance to specific users, allowing managers to see relevant dashboards immediately upon accessing the tool.
Why does it matter?
This feature solves three key problems:
- Managers no longer waste time manually setting up their own dashboards in Sales Performance
- Admins can ensure consistency and control so that the right insights reach the right users
- Admins can add up to five dashboards instead of one, providing more flexibility in how sales performance data is surfaced to the various members of your leadership team.
How does it work?
To configure dashboards as a super admin:
- Navigate to Settings > Tools > Sales Performance > Dashboards
- Click Add Dashboard to select or create up to five dashboards
- Assign each dashboard to all users, specific teams, or individuals. Managers will see only the dashboards assigned to them in their Sales Performance view.
- Manage assignments by hovering over table rows and clicking Manage view access
Who gets it?
Professional Customer Platform, Enterprise Customer Platform, Sales Hub Professional, Sales Hub Enterprise
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