Cloud Kicks wants to standardize its service key performance indicators (KPIs) for
response time and first case closure rates.
Individual service agents, team leaders, regional directors, and the VP of service should
see the same KPIs calculated using only the data the user can access.
What is the recommended running user to meet the requirements?
A. Dashboard viewer
B. Team leaders
C. VP of service
A. Dashboard viewer
Explanation:
Why Option A is Best:
Dashboard Viewer Setting ensures KPIs are dynamically filtered based on the logged-in user’s data access.
Individual Agents: See only their cases.
Team Leaders: See their team’s cases.
Regional Directors/VPs: See all cases within their scope.
Consistency: Everyone views the same KPIs, but data is automatically scoped to their permissions.
Why Other Options Are Not Ideal:
B. Team Leaders – Would restrict data to only what team leaders can see, hiding metrics from VPs/agents.
C. VP of Service – Would show all org data, violating individual/team-level privacy.
Reference:
Dashboard Running User Settings:
Set "Viewer" as Running User
Secure Dashboards by Role
Conclusion: For role-based KPI consistency, Option A (Dashboard Viewer) is the only compliant solution. ✅
Implementation Tip:
Use Folder Sharing to control who can view the dashboard.
Add Row-Level Filters to reports for further granularity.