Publish, share & secure — plus next steps

The last mile: get it in front of people, safely.

Package & share

• Save the dashboard into a CRM Analytics app
• Share the app with the right roles (Viewer / Editor / Manager)
• Embed the dashboard on a Lightning record or Home page

Row-level security

'OwnerId' == "$User.Id" || 'Role' == "Manager"

This predicate lets reps see their own rows while managers see the whole team.

Where to go next

• Add Einstein Discovery predictions on win probability
• Layer in forecasting and cohort analysis
• Automate alerts on funnel leaks

You've built a real analytics app — now make it someone's daily habit.