I have a customer that is using the Forecasted Sales Dashboard with some minor modifications for their inside sales team. They are now rolling out GoldMine to contracted outside sales personnel and would like to limit the data viewed in the Forecasted Sales Dashboard.
We already have record curtaining in place and have configured each users properties to only enable access to their activities. However, as I expected, this does not limit the data displayed in the dashboard.
Has anyone else tackled a scenario like this before and developed a good solution? Is there a way to pass the logged in username to the data source predefined search criteria?