How users can filter to view their own data.
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: