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Record Dashboard - new dashlets

Ada Napierala

Hello, 

I am trying to add a new dashlet to the Account Record Dashboard. I noticed that if I add an account-related dashlet to Account A, the same dashlet will appear on dashlet B. 

Is there any way around this? 

Thanks!

Ada

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  • 0 in reply to André Lopes

    It's slightly difficult as I do not want to share the data. These are the steps:

    1. I created a report with a graph showing Closed vs Open Opportunities ARR for Account A. 

    2. I then added that report in form of a dashlet to Account A - Account Record Dashboard. 

    3. Then I wanted to do the same for other accounts, but when I went to Account B I was that the same dashlet was already applied there - with Account's A data. 

    What can I do (possibly without coding) to be able to add ARR dashlet to each account so that it represents that account's data? 

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