1.03-03 Set a landing dashboard by role

rob_marshall

Different roles should require a different entry point. Avoid a generic landing page if possible and create a specific dashboard tailored for each role

Misbah

Rule 1.03-03 Set a Landing Dashboard by Role. Different roles should require a different entry point. Avoid a generic landing page if possible and create a specific dashboard tailored for each role. It goes against NECESSARY elements of PLANS if you wish to go against this rule

Here is how it was done in Pre Planual Era: We used to have only one Landing Dashboard for the entire Anaplan User base.

Let’s say there are two roles in a model i.e., Sales Reps and Sales Managers. There in one specific dashboard for each role. Sales Managers need to have access to both the dashboards whereas Sales Reps need to have access to only one i.e., Sales Rep Dashboard

This is how it looks for Sales Reps when creating only one Landing Dashboard for both the roles

What is wrong with this method?  Look and feel gets compromised. Users may get confused

Here is how it should be done in Planual Way: Create separate landing dashboards for each role that you have in the model. After creating separate landing dashboards this is how the dashboards looks

Landing Dashboard for Sales Reps:

Landing Dashboard for Sales Managers