Insights Reprort Visabilty

Hossam El Ganzoury
Hossam El Ganzoury Member Posts: 2 VERIFIED MEMBER
edited June 2022 in Ideas and Product Feedback #1

Apreciate if any body help find solution to limt the Visabilty of reports and insights betwen diffrent teams and mangers 

I have setup the teams and Visabilty groups and it is working great in leads and deals pipline , 

But in reports cant mange the visabilty between diffrent teams , only can mange even to see the whole insights of Company or.see only his deals,

I need only to allow leaders and Mangers to see the reports of agents under their Visabilty Group only , without having the accsses to see the whole Company numbers

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 827 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited February 2022 #2

    Maybe pre create the dashboards with the filters in place to only show them their own teams statistics? 

  • Hossam El Ganzoury
    Hossam El Ganzoury Member Posts: 2 VERIFIED MEMBER
    edited November 2021 #3
    Boris Tsibelman said:

    Maybe pre create the dashboards with the filters in place to only show them their own teams statistics? 

    JYes , but still they can accsses reports and make new  reports for results of other team , 

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