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Reviewing CRM Lost Opportunities in a Dashboard

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Posted on by Community Member

Hi there,

I have created a view as below, which works perfectly when I take the 'Results' option to see my data. However, the data disappears when I try to raise in a Dashboard. Is there a way to get this to work?

8750.pastedimage1588983747849v2.png

Thank you.

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gisiquei on at

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RE: Reviewing CRM Lost Opportunities in a Dashboard

He there,

I agree with Mahender.

If the view needs to be accessed by other users I would prefer to create a public view so everyone have access, but also each user needs to have privileges to access the opportunities you are looking as results.

Also, other users should have privileges to seethe dashboard itself.
Mahendar Pal 45,095 on at

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RE: Reviewing CRM Lost Opportunities in a Dashboard

Hi,

Is it a system dashboard or private dashboard ? Can you share some more details ?? when you are creating view from the advanced fine it will be a private view which means it won't be visible to other users unless you shared it with them.

Please share more details.