
Cross Object Dashboard Filter by Owner
Overcome polymorphic field limitations as cross object dashboard filters by owner. Learn how you can filter Opps and Leads by owner on a dashboard.
Salesforce reports, dashboards, and analytics
Overcome polymorphic field limitations as cross object dashboard filters by owner. Learn how you can filter Opps and Leads by owner on a dashboard.
You can build a single dashboard along with the necessary source reports and allow the running user to choose their time frame with the ease and simplicity of selecting an option from a drop down menu. Up to 50 time frame options can be predefined using this method and you have complete control over the display values for those options. Easily compare the current year-to-date (or fiscal year-to-date) to the same time frame during the previous year. You can even show trends over multiple years.