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VF1
New Member

How can i show in a dashboard the amount per account manager.

I need to show on a dashboard the amout per account manager.

6 account managers, divided by 2 portfolio groups (Cloud & SaaS) and give suport to the same teams (based on geography).

exemple: 

Account manager N1 (Cloud) suports team N1 (North & Islands)

Account Manager N2 (Cloud) Suports team N2 (North & Islands)

Account manager N3 (Cloud) suports team N3 (center & South)

Account manager N4 (Cloud) Suports team N4 (center & South)

Account Manager N5 (SaaS) Supports teams 3 and 4 (center & South)

Account manager N6 ((Cloud) supports team 1 and 2 (North & Islands)

I can't have this information correct, either it shows a problem of correlation or shows Account manager N5 and 6 aggregating all value~....

 

How can get this right?

 

2 REPLIES 2
Chakravarthy
Resolver II
Resolver II

Hi @VF1 - Either Use Row-Level Security or URL Paramaters.

 

Row Level Security - https://www.youtube.com/watch?v=jphj40tBPD8

URL Parameters - 

https://www.youtube.com/watch?v=0sDGKxOaC8w

https://www.youtube.com/watch?v=8ASw-J0PuN8

Thank you so much for your reply.

I need this information in a table, the problem is not who gets to see the information.

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