Parent dashboards and sub-dashboards

Plecto follows a simple dashboard hierarchy where you can organize your dashboards in parent dashboards and sub-dashboards.

For example:

  • Sales

    • Inbound Sales Overview

      • Inbound AEs

      • Inbound Pipeline

      • Sales Development Dashboard

    • Outbound

      • Outbound AEs

      • Pipeline (Individual)

      • BDRs

Dashboard advanced settings

Limit access

You can limit access to only allow specific teams in your organization to view your dashboards. The limitations apply to everyone who's not an admin in your organization.

If you set up an access limit to a parent dashboard, all its sub-dashboards will inherit this limit. However, if you set a custom team limit to a sub-dashboard, it will overwrite the limits inherited from the parent dashboard.

Allow managers to edit

This setting is an extension of the Filter data by teams setting. Managers of the added teams will be able to add, reorganize, duplicate, and to some extent modify the widgets on the dashboard.