Build Role-Based Dashboards So Each Team Member Sees Their Numbers

A sub-account can hold more than one dashboard, and you decide which user roles can open each one. Instead of giving everyone the same screen, you build a Sales dashboard for reps and a separate manager dashboard for the people who need lead sources, conversion rates and ad performance.

This matters because a single shared dashboard is either too thin for managers or too noisy for staff. Reps get appointment counts, sales and revenue tracking. Managers and admins get the numbers that general users do not need to see. Each dashboard has its own widgets, so nobody scrolls past data that is not theirs. Authorized users switch between dashboards from the dashboard dropdown.

For agency work, this is a clean way to hand a client's front desk or sales team a view that fits their job while the owner keeps the wider reporting to themselves.

• Each dashboard gets its own widgets and goals.
• Access is set per user role: View, Full edit or No access.

One detail that makes it work: the access options only appear after you turn off the Private dashboard setting. Leave it on and the dashboard stays yours alone, so your team will never see it. After saving, log in as a user with that role, or ask one to check, and confirm the right people can open it.

How to use it

1. Open Dashboards in the sub-account and click New, then choose a blank dashboard.
2. Name it for the role, such as Sales dashboard, and turn off the Private dashboard setting.
3. Set View, Full edit or No access for each user role.
4. Select the tracking goals and add widgets such as appointment counts, revenue or lead sources.
5. Save, then confirm the right users can open it from the dashboard dropdown.

Who it helps

Agency operators and service business owners whose sales reps and managers need different reporting inside the same sub-account.

Related: Role-based dashboards only work if user roles are set up cleanly, which is a core part of an account cleanup.