Trying to figure out the best way to tailor a Dashboard for specific customers. Currently I can select specific customers from the drop-down to only see them on the Dashboard. However, we have a group of about 30 that are all part of a specific classification. This is a monthly report so selecting all 30 each month (and making sure I have them all) is time-consuming.
I created a new text group in the Customer's profile (ex. Text: "Group X"). I can sort and look at these customers in the Customer Listings only. However, when I go to Sales, the field I created is not an option, so I cannot view only those customers' sales. As such, I cannot create a pivot table for these select customers either.
Is there a way to add/modify the Customer dropdown on the dashboard so only these select customers are shown (without having to select all 30 customers each time)?
Is there a better way to group them (Tags? Something else?) so I can select them as a whole on the Dashboard?