Dashboard sharing

Chad B. shared this idea 16 months ago
New

It would be great if we could create dash boards to share with employees. Maybe even that they couldn't delete.


Use:

Im building in my IO as the owner/manager dashboards for sales reps that give them things they should be doing because I don't want to use automations to do it. Personal connection is important. So a sales dash board would have a chart of leads to follow up with before an event just to make sure they have everything they need. A chart of leads to follow up with who haven't completed a quote.etc. kinda outlining "daily" tasks.


Then have another dashboard for my logistics manager who may have a chart of coming up customer pick ups and another for leads who have not been scheduled, etc.


List can go on. In general, I'd like to be able to make template ones then share them.to appropriate employees and make changes to the applied filters.


Just an idea I think many will use (larger companies with sales teams) once they learn of it.

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