How users can filter to view their own data.
In Upsales Insights you can place filters on dashboards/looks based on whoever's using the dashboard/Look.
This saves time on filtering to view their own data. You can filter on every dimension that contains names, such as "sales rep", "user", "user that registered"
- Click Analytics → Upsales Insights → Dashboards:
- Choose a dashboard
- Click the box under Role (Account Manager) and choose matches a user attribute in the dropdown:
- Click the box under Account Manager and choose Full Name of the user: