Creating a Sales Rep-Specific Report
You can use a dynamic variable in your report filters to automatically display data that is relevant to the logged-in worker or sales rep.
This feature eliminates the need to create and maintain a separate copy of a filter/report for each sales rep. Instead of having to create a filter that says, for example, "Sales Rep is Sally" you can create one filter that uses a dynamic variable that automatically knows who is logged in.
When a sales rep views the report from their worker account, the system will compare their name against leads' sales rep field to only show their results.
This saves significant time and effort while ensuring that each sales rep sees only their own relevant information.
Share Dashboards
You can also share your dashboards with your workers. Simply select on the dashboard, select the settings wheel, and choose a worker you'd like to share this dashboard with.
