Hello Community.
I have 15 sales staff.
When they log in I want them to see the number of customers they have on the dashboard. How do I create this filter? every way I try I have failed.
should be @me for login and salesperson
Hello Community.
I have 15 sales staff.
When they log in I want them to see the number of customers they have on the dashboard. How do I create this filter? every way I try I have failed.
should be @me for login and salesperson
Create a GI on Customer DAC and in the result grid use Count as Aggregate Function and caption your field something like “Customer Count”. You can use this GI in your dashboard
thank you
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