Is there a way to limit reporting access for certain users, to only be able to see specific data/data that they are directly associated with?
We want to give reporting access to our sales team to allow then to track their own numbers, but I only want them to be able to report on their own revenue/margin/new conversion figures, not anyone else’s.
I do have a workaround for the revenue figures, having built a raw data report specific to sales person. There doesn’t seem to be an option to add avg margin or conversions to that though, meaning we have to use pre-built reports (i.e. Margin by Invoice or Sales by Sales Person) which show data for the whole team.
Any help would be appreciated!