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9. Personal or company view

Several widgets — the Business Movement set, My Budget Progress and the year-on-year widgets among them — carry a Personal / Company switch in their header. Personal shows your own sales rep's customers (and your territory group, if you are in one); Company shows the whole business.

  1. Link your login to your sales rep

    Open the actions menu (⋮) and choose Set my SalesRep name.

  2. Pick your name

    Choose yourself from the list of sales reps held in your accounting system and save. Your rep's name then appears beside your email in the top bar.

  3. Flip the switch

    Use the Personal / Company toggle on any widget that has one. Without a linked rep, those widgets show company figures and the switch does not appear.

The Set my SalesRep name dialog with a sales rep chosen from the list, and a Save button.
Linking your login to your sales rep. An administrator can also set this for you on the Users page.
Personal decides who is listed, not whose sales are counted

On the Business Movement widgets, the figures beside each customer are that customer's whole-company totals. Where an account is shared between reps, the Personal list is yours but the numbers include your colleague's sales too.