Question

A sales manager would like to view a dashboard from the perspective of different users and switch between users without editing the dashboard, how would an administrator enable this? (Select 2)

1. Grant the sales manager the "Drag and Drop Dashboard builder" permission
2. Grant the sales manager the "View my Teams Dashboard" permission
3. Create the dashboard as a dynamic dashboard
4. Grant the sales manager the "Manage Dynamic Dashboards" permission

Answer 1

To enable the sales manager to view a dashboard from different user perspectives without editing it, the administrator should grant the sales manager the 'View my Teams Dashboard' permission and create the dashboard as a dynamic dashboard. Additionally, the sales manager should be granted the 'Manage Dynamic Dashboards' permission.

Step-by-step explanation:

To enable a sales manager to view a dashboard from different user perspectives without editing it, the administrator should:

1. Grant the sales manager the "View my Teams Dashboard" permission: This allows the manager to view the dashboard from the perspective of his teams, giving him a holistic view of their performance.
2. Create the dashboard as a dynamic dashboard: A dynamic dashboard allows users to personalize the view by selecting different filters or parameters, providing a flexible experience for the sales manager.
3. Grant the sales manager the "Manage Dynamic Dashboards" permission: This permission enables the sales manager to switch between different user perspectives within the dynamic dashboard without having to make any edits.