Custom Dashboard business unit wise

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I am having requirement of creating dashboard to show all the records in business unit wise how can i achieve that functionality any one please guide me its very important for me. For example: In dashboard lead entity i can show entire lead in organization level but i need to split up all the record in business unit wise and then i need to show in dashboard.

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Dynamics_Alok 1,746 on at

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You can split Leads based on BU wise using Owning BusinessUnit or using owners Bunisess Unit field.Add the same in criteria to segregate Lead.

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Community Member on at

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can you explain it clearly please where i can segregate lead to show in dashboard page ?

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Hi Prasanth. CTI can help you with this requirement. Tenfold, a third-party CTI, offers call analytics on the backend with computations for average lead response time. our analytics dashboard also features leaderboards that you can use for gamification. They also support MS Dynamics integration.

tenfold.com/.../dynamics

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Gopalan Bhuvanesh 11,401 on at

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Create public views for Leads.

Use Related Entity (for Leads), Owning Business Unit (Field - Name) as one of the filter criteria for the views you are going to use in the dashboard.

Name Equals 'ExampleBusinessUnit'

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