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[V9e] Sales Manager's Dashboard (CRM)

by
Ygol InternetWork, Yves Goldberg
- 04/27/2016 15:38:44
Hello All,
 
 
I have a Sales Manager (Sman) supervising two Sales agents (Sag1 & Sag2).
 
I would like the sman's sales dashboard to show all "To do" and "Performance" of all the "Sales Team" he is leading (where his role is "Team Leader").
 
 
 
How would I do that?
 
Does that make sense to anyone?
 
TIA&Rgds.
 
 
 
 
 
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Yves Goldberg - איב גולדברג
odooOfficial Partner - OCA member
Open Source ERP, CRM & CMS
 
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Raanana [ISRAEL]
 
   
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