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# How to Filter a Dashboard So Each Role Sees Its Own Numbers
- URL: https://blog.jestor.com/filter-dashboard-per-role/
- Published: 2026-09-17T22:28:19.000Z
- Updated: 2026-09-17T22:28:19.000Z
- Author: Bruno Bannach

To **filter a dashboard per role**, you apply permissions to the indicators themselves rather than building a separate panel for each team. One dashboard then serves a manager and an individual contributor.

## Why duplicate dashboards multiply

The usual workaround is to build a panel per audience, and then maintain all of them.

- Three dashboards drifting apart after the first change
- A salesperson seeing the whole team's figures
- Managers unable to filter down to one person
- Every new role requiring a new build

## What can be scoped

| Scope               | Effect                                                      |
| ------------------- | ----------------------------------------------------------- |
| **Record-level**    | A person sees only records where they are responsible       |
| **Indicator-level** | Specific indicators are hidden from certain roles           |
| **Goal visibility** | Targets shown to managers but not to everyone               |
| **Action-level**    | Who can open a record from the panel, and who can only view |

## How to configure it in Jestor

1. Build the dashboard in **Jestor** on the operational table.
2. Apply record-level permissions so people see only what they are responsible for.
3. Scope specific indicators and the goal chart to the roles that should see them.
4. Control action-level access — who can open a record and who can only read.
5. Add filters at the top of the panel for managers who need to slice by person or period.

## Why choose Jestor for role-aware reporting?

**Jestor** applies permissions by role, field, and action, which is exactly what allows one panel to serve several audiences. A salesperson's view and an administrator's view come from the same build.

Because filters and permissions are separate mechanisms, a manager can still slice the full dataset while everyone else stays scoped to their own.

## Frequently Asked Questions

### Can one dashboard serve several roles?

Yes, with permissions applied per role. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### Can I hide the target from some users?

Yes, indicators and goals can be scoped individually.

### Can managers still see everything?

Yes, and filter by person or period.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.