We have large dashboards that our CSMs use. If there was a way that we could default the view of the dashboard to “current user” our CSMs would not have to apply the filter every time and load times would hopefully be improved.
We have CSMs saving their filters, but we have received feedback that the saved filters reset frequently causing frustration.
If you want the reports to display only the current user's data and not rely on the dashboard global filter, you can adjust the report filters to include the condition GSID = Current User. The same approach can be used for the CSM or Owner fields. We have successfully used this method in some of our forecasting and goal-related reports. However, I would not recommend this approach if there are any valid use cases for the CSMs to view data related to other users.
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