Switching Between My Analytics and Company Analytics
How to toggle between the My Analytics and Company Analytics views on the Dashboard, and when each view is available.
The Dashboard can display two views of your data: My Analytics, scoped to your own requests, and Company Analytics, scoped to your entire organization. If you have access to both, you can switch between them without leaving the Dashboard.
When the toggle appears
The view toggle appears in the top navigation bar of the Dashboard only when your account has access to both views. This requires the company analytics permission or the organization owner role.
If your account only has access to one view, the toggle does not appear and the available view is shown automatically.
How to switch views
- On the Dashboard, look for the view selector in the top command bar area.
- Click My Analytics to see your personal request metrics and chart.
- Click Company Analytics to see organization-wide metrics, charts, and tables.
The page updates immediately — no reload required.
What changes between views
| Element | My Analytics | Company Analytics |
|---|---|---|
| Metric cards | Your requests only | All organization requests |
| Sales per Day chart | Your activity | Organization-wide activity |
| Approved Sales by Person chart | Not shown | Shown |
| Average Sale by Region table | Not shown | Shown |
| Products Approved metric | Not shown | Shown (with extended analytics access) |
What stays the same
The date range selection applies to both views. Switching between My Analytics and Company Analytics does not reset the date range — the same period is used in both views.
Related: Dashboard Overview | Understanding Your Personal Analytics | Understanding Company Analytics