Filter sales pipeline/Opportunities dashlet by Team

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  • davide445
    Member
    • Nov 2020
    • 81

    Filter sales pipeline/Opportunities dashlet by Team

    In current config I have two teams, representing two companies of the same group using EspoCRM.
    Managers and users of the same Team will see only the data of the team they are belonging to, but the CEO (same for both companies) belongs to both teams, so that he is able to view all data from anyone.
    Asking if is possible for to filter the sales pipeline and opportunities by stage dashlet on a specific team (even creating two one, one for every team).
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Hi,
    This is the system default report dashlet so probably it is possible to achieve what you want with a code changing.
    Also, you can try to create such report manually with the Report feature from Advanced Pack. You will need to apply ACL for your report as it is shown on the screenshot below.
    Otherwise you will need to specified a Team for the Sales Pipeline dashlet.
    Attached Files
    Last edited by Maximus; 12-10-2020, 12:45 PM.

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    • davide445
      Member
      • Nov 2020
      • 81

      #3
      Team in Options does the trick, thanks

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