TOPIC: Changing "Outcome By Month" Dashlet Edit Button
Changing "Outcome By Month" Dashlet Edit Button
4 months 3 days ago #71687
Hi, our sales reps are using the Outcome by Month dashlet on their homepage, but the issue is that it defaults to showing all opportunities across all users, when we have roles set up so that they can only see their own Opportunities and not someone elses.
The dashlet defaults to showing all opportunities in the graph, so when a technologically inept user clicks on the graph, it may lead them to a blank opportunity page since the graph is basing it off of other users opportunities.
Is there a way, either within Studio or editing a file, to force the dashlet to only show the users own opportunities instead of every single user we have in our CRM?
Hopefully this question makes sense, thanks.
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