We need the ability to customize the home dashboard (My Top Open Potentials) on a per-user basis. Specifically, today the "My Top Open Potentials" shows potentials that are assigned to the user. Instead, we want it to be configurable to show potentials based on some filter. The potentials in this filter may or may not be assigned to the user who sees them in a dashboard.
The use case is that while potentials are assigned to specific sales people, these potentials are "related" to some department. Even though the potentials are assigned to sales people, the department heads want to be able to see them in a dashboard. We can create a filter to show only certain potentials that belong to a department (to show this in potentials). However, we also need the ability to see those filtered potentials in the dashboard.
This could be done by customizing the "My Top Open Potentials" to allow the user to select potentials based on a filter. Specifically, we add "Edit..." under "More...". Then when user clicks on edit, the UI shows a filter. Users can pick potentials based on a filter and click on Save. The information is saved on a per-user basis. When "all" is selected all potentials are shown (of course just the top all). When "assigned to me is" selected, as with default behavior, only assigned to me are shown. When the user clicks on "More..." the right filter is selected.
Please, see the screenshots.
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