Create a dashboard with views for team, individuals, and management. Configure permissions to control access. This is because a dashboard is a type of visualization that displays multiple charts or graphs on a single page, usually to provide an overview or summary of some data or information. A dashboard can be used to provide visibility of current sales numbers, pipeline, and team performance by showing different metrics and indicators related to these aspects. By creating a dashboard with views for team, individuals, and management, the analyst can customize the content and layout of the dashboard for different audiences and purposes. By configuring permissions to control access, the analyst can ensure that the confidential information, such as individuals' earned commissions and projected commissions based on sales, is only visible to the authorized users. The other ways are not the best way to provide this visibility. Here is why:
Creating a dashboard displaying a data refresh date so users know the current sales numbers and configuring permissions to control access would not be sufficient to provide visibility of pipeline and team performance, as well as individuals' earned commissions and projected commissions based on sales. The dashboard would only show the current sales numbers and the date when the data was updated, which would not give a comprehensive or detailed view of the sales situation.
Creating a dashboard for sales numbers, pipeline, and team and individual performance for the management team would not be appropriate to provide visibility for the sales team, as they would not have access to the dashboard or the information they need. The dashboard would only be available for the management team, which would limit the transparency and collaboration among the sales team members.
Creating a dashboard with filters for the overall team, individuals, and management would not be secure to provide visibility of confidential information, such as individuals' earned commissions and projected commissions based on sales. The dashboard would allow users to filter and see the data they want, which could expose sensitive or personal information to unauthorized users.