How do I create a view that filtered all Opportunities for my business unit? RRS feed

  • Question

  • Hello all, my manager wants me to create a Dashboard that shows all opportunities in My Business Unit. How do I do this?

    For instance - anyone that opens the Dashboard will see all the opportunities in their business unit. 

    I know how to create the dashboard but the view - what filtering conditions do I use here?

    I can hard code the value in but I need to allow users to see the number of opportunities for their business unit.

    Thursday, August 27, 2015 11:34 AM

All replies

  • Assuming all Opportunities are owned by Users, I believe you can use a filter similar to the one below.

    • Proposed as answer by MFonsell Saturday, August 29, 2015 11:11 AM
    Saturday, August 29, 2015 7:16 AM