user panel

[Thiago]

Hello, can anyone help me? I created the rule for the user to read only their opportunities, however, in the users panel in the sales funnel, in the sales step and etc., he can see the total value of all users of the system, this is normal ? When I put the rule to read only the record itself, the system hangs, but neither does it even allow its opportunities to appear in the sales funnel. How to achieve this?

[Thiago]

I want the user to see in the sales funnel only their opportunities as well as in the sales stages as well. But when I put the "own" option in the rule to read, the system locks everything on the user panel.

[Thiago]

My opportunities, my meetings, my flows, my calls, my tasks, my calls, etc. This is perfect, I made the rule similar to the opportunity, but in opportunities I received this problem.

All this below, even with the rule the results are reported to all users. This is only in the user panel, in graphical mode.
Opportunities per internship
Opportunities for Leads
Sales per month
Sales Funnel

[tanya]

Hello

This dashlets (charts) get data from all users. It is company statistics.
For your request you can use Reports from Advanced Pack, or develop own dashlets

[Thiago]

Hello Tanya,
But would it be possible to get only user data to create these charts?

I did not want this data to all users.

[tanya]

If you want to have a chart, where user can see only assigned records, add this complex expression in filter. You can test it in the demo http://demo.espocrm.com/advanced

[Thiago]

Hi Tanya, I did not find this, what would be the way to change these settings?

[tanya]

Hello again

https://www.espocrm.com/video/reports-and-analytics/

Create a chart report and set complex expression, as is set on attachment