Table of contents
What are dynamic dashboards?
Dynamic dashboards show data of the person who's viewing it.
For example, imagine you have a team of 50 people, and you want to show everyone their own KPIs. Now, instead of building 50 different dashboards, you make a single one, and it will dynamically adjust based on the viewer.
You can tell a dashboard is dynamic when it displays an employee filter icon in the header. The icon tells you what dashboard context you're seeing.
Depending on how the dashboard is set up, you can change the context to team or employee.
Who can view dynamic dashboards?
Whether or not someone can view a dynamic dashboard depends on their level of permission, as well as a list of dashboard settings and their combinations.
Dashboard access based on account permission
Global Admins – Can view anything and everything.
Team Managers (Standard permission + manager role) – Can view data for all teams and individual employees they manage (if those teams are added to the dashboard).
Standard permission – Can view their own data or the data for their team as a whole (if the Allow employees to view their team data setting is enabled). They don't have access to other people's individual KPIs.
Filter data by teams
If the filter field is empty, everyone with login access to your organization can view the dashboard.
If the filter has teams, then only the following users can view the dashboard: Global Admins, team managers of the added teams, as well as managers of their subteams, and members of the added teams and sub-teams.
Limit access
This setting gives dashboard access only to those teams that have been added to this field. It means that if your dashboard filters data by Team Red, and you limit access to Team Green, then only members of Team Green will be able to view the dashboard.
How to create a dynamic dashboard
You can easily switch back and forth and turn any existing dashboard into a dynamic dashboard.
Open a dashboard and click the Settings button in the top menu.
Find the section called Dashboard type, and select Dynamic dashboard.
(Optional) Allow employees to view their team dashboards – if enabled, employees will be able to switch between personal and team view.
To finish, click Save.
You should now see an employee filter icon in the dashboard header. It allows you to change the data context.