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Restricting - Saved Search / Quick Search / Global Search
I have restricted the Customer/Vendor/Employee Search for users to a limited number of columns by creating and assigning a saved search with role-based restrictions. This works correctly for the standard/customized saved search I created and assigned on the User Roles as below: However, users still have the option “Return…
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Win Rate Tracker on Dashboard
Hi Team, Is there a way to add a Win Rate tracker to the dashboard? For example, how many deals (opportunities) are we winning out of the total # (wins + losses). We need to represent either in visually or in numbers
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How to have a dashboard with more than 6 custom searches?
I have several custom searches that look at specific different values for an executive team. It looks like you can only have 6 custom searches on a dashboard page. Is their anyway to have more than 6 custom searches? or is there another way to combine the custom searches as smaller KPI charts to a custom dashboard? thank…