Can each salesperson see only the deals they're responsible for on the same dashboard?

Yes. In Jestor, you can configure permissions on a CRM dashboard so each salesperson only sees the deals they're responsible for, even though everyone accesses the exact same dashboard.

How this permission setup works

The same dashboard can be used by people in different roles, each with individually configured access levels. It's possible to set a salesperson to see only the records where they appear as the owner — everything belonging to someone else automatically disappears from the dashboard, including indicators, charts, and profit goals. An admin profile, meanwhile, can view every salesperson's information, with filters by owner, period, and priority.

Profile	What they see on the dashboard
Salesperson	Only the deals where they are the owner
Admin	All deals from every salesperson

How to set up this view by owner

Open the dashboard's permission settings.
Set the rule to display only records where the logged-in user is the owner.
Apply that rule to the indicators, charts, and the table or Kanban on the dashboard.
Set up admin profiles separately, without this restriction.

Why choose Jestor

One dashboard, multiple profiles: no need to build a separate dashboard for each salesperson.
Data protected by ownership: each person sees only what's theirs, cutting down on noise and confusion.
Full management view: admin profiles still see everything, with advanced filters.

Can a salesperson be allowed to edit but not open certain fields?

Yes, permissions can be configured at different levels: view, edit, or not even see a given field or button.

Does the monthly profit goal also respect this permission setup?

Yes, indicators like the monthly profit goal gauge can also be filtered to show only the logged-in owner's data.

Can the same salesperson have access to more than one dashboard?

Yes, permissions are defined per dashboard and per profile, so a user can have different access levels across different apps.

Reference video

Check out more hands-on tutorials on the Jestor YouTube channel.

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