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Customer experience | Sales, Customer Insights,...
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Need help creating a Manager Dashboard View and Individual Dashboard View

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Posted on by 11

Hi All,

I have been tasked with creating a Manager View Dashboard where the manager can toggle and select either a Team view or an individual sales rep in the same dashboard. Is this feasible?  If yes, what is the easiest way to accomplish this? Is it possible to add a drop down list on the top of the dashboard that allows you to select either an individual sales person or multiple sales person and view their data in the dashboard view?  I am open to all ideas and feedback.  Feel free to ask questions for more clarification.

Thanks,
Adam

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  • Suggested answer
    11manish Profile Picture
    1,205 Super User 2026 Season 2 on at

    If your requirement is to allow managers to toggle between Team and Individual views, select one or multiple salespeople, and have the dashboard update dynamically, a Custom Page (embedded in the Model-driven App) is the recommended solution. It offers the flexibility to add dropdowns, multi-select controls, and interactive filters that aren't supported by standard model-driven dashboards. If the focus is primarily on reporting and analytics, Power BI with slicers provides an equally strong alternative.

  • AB-19091438-0 Profile Picture
    11 on at

    @11manish  That is exactly what I am looking for. Can you please provide some guidance as to the best way to accomplish this?  Thanks

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