Published at: 2026-09-17
Configure home page charts
Overview
Configure charts on application home pages for different downstream roles to control the analytics content they can view.
Before You Begin
[!IMPORTANT] - Role permissions: Upstream CRM administrator - Applicable applications: Agent Connect, Order Connect, or Partner Portal - Prerequisites: The target connected application and downstream roles are available.
Procedure
- In the target connected application, select the home page for the relevant downstream role.
- Add a chart component. Select either a chart based on a subject for an object visible to downstream users, or a report whose primary business module is an object visible to downstream users.
- Configure filters. For personnel filters, select the chart’s external owner.
- Save the configuration. Mobile configuration is the same as web configuration.
[!NOTE] The original materials for Agent Connect and Order Connect also list preconfigured home page charts, including Sales Briefing, Lead Conversion, and Sales Funnel (Opportunity Amount).
Expected Result and Verification
The configured charts are displayed on the home pages for downstream roles. Downstream users can view details, filter, drill down, view detailed data, and export.