Dashlets on the Account Level?

I want my dashlets to populate filtering on a set of Accounts. I want to be aware of any activity attached to those accounts.

I can’t seem to figure out how to set that up.

Help appreciated.

This is not possible as standard

without custom coding

  • AOR reports
    Create a report with the fields you want

Set the condition to account name =
set this as parameter

You can add this report to user homepage as dashlet

The parameter is accessible from the dashlet with the pencil icon :slight_smile:

With custom coding you could create a custom dashlet with your own rules and results :slight_smile: