Revenue vs HOD Dashboard: Department Visibility and Access FAQ 

The revenue dashboard shows revenue across all departments (unrestricted) and cannot be limited to specific departments; the HOD Dashboard restricts visibility to the departments assigned to a user.

What does the revenue dashboard show and who can see departments?

The revenue dashboard provides revenue (and payroll-related) information across all departments. When a user is granted access to the revenue dashboard they can view revenue for every department; this access cannot be limited to a subset of departments.

Can department visibility be restricted?

Yes, use the HOD Dashboard to restrict visibility. The HOD Dashboard only shows the departments that are assigned to the user's profile.

Can the revenue dashboard be added without changing roles?

Yes, the revenue dashboard can be added on top of an existing team's current access without changing their roles.

Will payroll data be visible via the revenue dashboard?

Yes , the revenue dashboard will surface payroll information; it can include payroll figures that may be calculated for smaller departments.

How should I choose between the revenue dashboard and the HOD Dashboard?

Choose the revenue dashboard when users need consolidated revenue and payroll visibility across all departments. Choose the HOD Dashboard when users should see only the departments assigned to them.

How to proceed with granting access (recommended steps)

1. Decide whether the user requires cross-department revenue and payroll visibility (choose revenue dashboard) or limited department visibility (choose HOD Dashboard).
2. Identify which users or teams need the chosen access.
3. Request or apply the chosen dashboard access to those users (add the revenue dashboard on top of existing access if no role changes are desired).
4. Verify the user can view the expected departments and payroll figures.