Enhance dashboards that would allow for 'grouping' reports for cleaner review
CS Reports & Dashboards
We currently have a slew of dashboards that are broken out based on the function that they provide. This is a little cumbersome as we are starting to have too many dashboards to shift through. It would be great to be able to create a single dashboard that then has sections. For example:
Dashboard: CSM Management
Groups: Account Distribution, Customer Engagement, Team Performance
In the example above, we have to have this broken out into 3 separate dashboards to help keep them organized. Something as simple as groups or line breaks would help provide separation and singular dashboards.
Dashboard: CSM Management
Groups: Account Distribution, Customer Engagement, Team Performance
In the example above, we have to have this broken out into 3 separate dashboards to help keep them organized. Something as simple as groups or line breaks would help provide separation and singular dashboards.
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I really like this idea too Samantha. In fact it would be nice if we could group components as you suggested with the ability to minimize those groups from the Dashboard similar to how you can minimize sections of your SFDC Page Layouts.
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