Just like we have viewers and shared forecasts so that we can allow individuals to see forecasts of others, is there a way to share the pulse view as well? The use case here is we have VP’s of sales that occasionally are out of office during our weekly forecast call so they have one of there Directors take over. The Director is a viewer of the forecasting so they can talk through everything that rolls up to the VP, however they can still only see Pulse for just their team and not at the VP level. Is there a way to be able to allow them to see Pulse at the VP level like the can for forecasting?
Answer
Sharing Pulse Views
- New Contributor
Best answer by jessica_starr
Hi
Really great question. The only way to allow the Director see Pulse at the VP’s level would be to grant them Global Role View in User Management (here’s a link to a Help Center article on Global Role Review). That setting is typically only used if you have your hierarchy set up such that there’s an Admin or Operations branch that’s separate from the main sales branch.
If part of use case is being able to go through pipeline / opportunities, it may be helpful to set up a views or dashboards with the full pipeline.
I’ve also submitted this request to our Product team!
+1- Clari
- Answer
Hi
Really great question. The only way to allow the Director see Pulse at the VP’s level would be to grant them Global Role View in User Management (here’s a link to a Help Center article on Global Role Review). That setting is typically only used if you have your hierarchy set up such that there’s an Admin or Operations branch that’s separate from the main sales branch.
If part of use case is being able to go through pipeline / opportunities, it may be helpful to set up a views or dashboards with the full pipeline.
I’ve also submitted this request to our Product team!
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