Analytics and Implementation
Reports, dashboards, migration, and integration.
A VP of Sales needs a dashboard where each rep sees ONLY their own data. What type of dashboard should be created?
Category: Analytics and Reports
Explanation
Detailed breakdown of the correct answer
Dynamic Dashboards
Dynamic Dashboard with 'Run as: Logged-in User' shows different data based on who views it. Each user sees only data they have access to per their profile and sharing rules.
Therefore, the correct answer is: Dynamic Dashboard with 'Run as: Logged-in User'. One dashboard serves all users, each seeing their own data automatically.
The option that says: Dashboard with 'Run as: VP of Sales' is incorrect because all users would see exactly the same data the VP can see, not their own data.
The option that says: Static dashboard with manual filters is incorrect because it requires each user to filter manually and doesn't guarantee they only see their data.
The option that says: A different dashboard for each rep is incorrect because it's inefficient and difficult to maintain with many users.