Community
Showing results for 
Search instead for 
Do you mean 
Reply

Dashboard Pipeline for All Users?

Accepted Solution Solved
Tuned Listener
Posts: 35
Country: United States
Accepted Solution

Dashboard Pipeline for All Users?

Is it possible to show the pipeline for all users in a dashboard display? It seems like I can only see my own.

 

Thanks!


Accepted Solutions
Solution
Accepted by topic author mikecaines
‎09-25-2015 03:20 AM
Silver Elite Contributor
Posts: 3,305
Country: United_Kingdom

Re: Dashboard Pipeline for All Users?

Mike 

 

Unfortunately, this option is only available with the Premium versions of ACT. With the Standard version you can only see Dashboard results for the user who is logged on. If you wanted to see other users' data in a Dashboard you would have to log on as each of the other users in turn.

 

You can however access company-wide data from the Opportunity list and Task list where you can also export to Excel, so you could potentially produce charts there instead.

 

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk

View solution in original post


All Replies
Solution
Accepted by topic author mikecaines
‎09-25-2015 03:20 AM
Silver Elite Contributor
Posts: 3,305
Country: United_Kingdom

Re: Dashboard Pipeline for All Users?

Mike 

 

Unfortunately, this option is only available with the Premium versions of ACT. With the Standard version you can only see Dashboard results for the user who is logged on. If you wanted to see other users' data in a Dashboard you would have to log on as each of the other users in turn.

 

You can however access company-wide data from the Opportunity list and Task list where you can also export to Excel, so you could potentially produce charts there instead.

 

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk
Tuned Listener
Posts: 35
Country: United States

Re: Dashboard Pipeline for All Users?

Hi Jeff,

 

Thanks for the answer to this one! Much appreciated.

 

Mike

New Member
Posts: 2
Country: United States

Re: Dashboard Pipeline for All Users?

Seems silly.

 

I can see the complete opportunity list w/ info on the opportunity page,

 

 but the dashboard can't translate that same information into a dashboard view.

Sage should find a way to make this available in standard version.

 

Without it dashboards are meaningless for managers.

Hope you enjoyed my rant.  Be good & happy.

Tuned Listener
Posts: 35
Country: United States

Re: Dashboard Pipeline for All Users?

Well I certainly agree!