What Periods Show on Manager and Rep Dashboards
Admins can set up what latest period a rep can see. Admins cannot hide any past periods but can prevent reps from seeing currently open periods and future periods. To make changes to the dashboards:
- Go to Setup > Other Settings > section F
- Select which option > Save
Show current and future period: if you are in April it will show April results and May results in the dashboard
Always show current period: if you are in April, the dashboards will only show April results
Always show the latest finalized period: if you are in April, the dashboards will show March results.
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