At our company we have hundreds of salespeople. these salespeople have goals, and they like to keep track of them.
Currently external links do not save filters Example:
I create a generic dashboard then add a filter for salesperson, use that filter, save as “joe’s”
dashboard, and provide an external link to Joe so he can view his details when needed.
The problem is external links don’t save the filters, so when Joe opens the link, he’s going to see the entire non-filtered dashboard, not just his own data.
We can’t just buy 300 viewer licenses, that’s not smart economically. Also, the salespeople wouldn’t actually login to see this info, it’s MUCH easier to have a saved link and go directly to the data vs having to login and navigate to it. So…
This suggestion is for external links to INCLUDE the filters, so we can allow our salespeople to see data on them, and not everyone else.
Now, I know that’s not a good business model for PHOCAS, but this is a feature that could turn out well for them down the line, right?