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ProPricer Ideas Portal
Status Future consideration
Workspace BOE Pro
Created by Guest
Created on Mar 10, 2025

Turn off the Home Dashboard

Feature Request: Configurable Access to Win/Lose Home Dashboard

Summary:
Introduce configurable access controls for the Win/Lose Home dashboard so that administrators can restrict visibility by role, user group, or individual user. This ensures that only relevant users see the Win/Lose metrics and others are not exposed to confusing or meaningless information.

Problem Statement:
Today, all users see the Win/Lose information on the Home dashboard, even when the data is not relevant to their role. For example, estimators only see Win/Lose metrics for the proposals they can access, which provides little or no insight and can be misleading. This lack of control over dashboard visibility creates confusion, clutters the user experience, and may surface sensitive performance information to users who do not need it.

Proposed Solution:
Allow administrators to configure access to the Win/Lose Home dashboard via role-based or user-level permissions.
Provide options to fully hide the Win/Lose dashboard for certain users/groups or replace it with a more relevant default view.
Support configuration at multiple levels (e.g., global setting, workspace/project, and/or role) so organizations can tailor access to their structure.
Ensure that when the dashboard is hidden, users do not see placeholders or broken components, but a clean, intentional experience.
Include clear UI controls and documentation so admins can easily adjust who can view the Win/Lose dashboard over time.

Benefits:
Reduces confusion for users (such as estimators) by removing irrelevant Win/Lose metrics.
Improves information security by limiting visibility of performance data to appropriate roles.
Creates a cleaner, more focused Home experience tailored to each user’s responsibilities.
Gives administrators finer control over how key business metrics are shared across the organization.

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