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Microsoft Dynamics CRM (Archived)

Sales Manager Dashboard dilemma

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Posted on by 12,163

I am presented with the task of creating individual Dashboard for Salesmen, displaying various information pulled from Opportunities, Activities, etc. That was the easy part.

Now the Sales Managers want the ability to look at each Salesmens' dashboards inidividually to rate perfomance. What is the best way to accomplish this?

I could, of course create multiple dashboards, each with explicitly defined Views wherein the Owner is defined. This seems highly labor-intensive. Is there a way to create one dashboard with some type of drop-down to select the Sales Rep (aka Owner) which would then populate the dashboard with the appropriate info?

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  • Verified answer
    EGB Group Inc Profile Picture
    395 on at

    Have you considered using Reports for this? For the functionality you have described, developing a custom report is the solution, where you can have the manager pick the sales person, and use this as an input parameter into the report's data sets.

    Check out this article for more info on how to create a parameter based report: blogs.msdn.com/.../parameterizing-fetch-based-reports.aspx

  • Joe Woltering Profile Picture
    12,163 on at

    Yes, actually it dawned on me that that's what I might need to do. We have some custom reports that pull in very specific data by Sales Rep. I will see if I can expand it to a dashboard type of report.

    Thanks.

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