Help with Dashboard and tree

[mpar612]

Hello,

I am new to Sugar CRM and to the forums. I am looking for a way to customize the dashboard. I am trying to display a defined set of opportunities for each user. I guess the best way to describe it is as a hierarchy. I would like our president to see a graph containing the total dollar amounts of the company's opportunities. If the president has four people reporting to him those four people can login to Sugar and only see graphs showing the total dollar amounts for their teams. Then those four people each have four people and they can only view the opportunities below them. The key is that everyone that logs in can see all of the opportunities below them (through multiple tiers), but they cannot see further up the tree (what the president sees).

Is there something in Sugar that can accommodate this that I have overlooked? Is there anyone that can point me in the right direction?

Thanks in advance!

[vishalgupta.2k4]

I am also looking for it, Please let me also know if you get a answer Thanks

[crmbalah]

Hi
see the following url
http://www.sugarcrm.com/forums/showthread.php?t=32695

[kinshibuya]

Well i also had this problem once.
You need custom Dashlets or custom Charts?
If you need custom Charts there is always the 'Flexibe Charts'. It works perfecty.
If you need custom Dashlets then you can tell what you need and i ll help you creating it!

[kinshibuya]

Other thing, Are you using any team managemet?
Waht version are you in? and what flavor?
If you are in CE (same as me) you will probably need a team managemet for the record's permission. then on the select for the dashlet or Chart you can set a smart condition to work arrount this permissions.
In my company we have a Panel module for each Sales Manager, on that Module sugar will show only things that concern this department. On Daboard we have several kinds of Sumarizers dashlets that only users who are admin or belong to the department 'Directory' can see.
If you use PRO then you probably wont need this.

[Hardwares]

Sites is looking very informative as concern to web design stuff. I really appreciate all.