Who sees whose sales: everyone, a team or their own

Steps

1. Go to Settings > Access matrix > Data access, choose a role (or one person) and set Records.
2. All (the default): the whole business's sales - owners, administrators, managers and finance.
3. Own team's records: their own sales and those of everyone who reports to them, directly or further down - set the reporting line in People, on each employee (Manager).
4. Own records: only their own sales.
5. A sale is someone's when they are its salesperson or they created it. Link each salesperson to their login in Sales > Salespersons so their invoices count.

Good to know

• The dashboard says whose figures it shows ("Showing your team's sales…"). A team or personal view shows their target, their leaderboard, their customers owing, orders, quotes and pipeline - never the business's cash, payables or expenses.
• A manager with own team's records also sees their people's visits, leads (and the unassigned ones, to hand out) and van sales.
• A branch limit (Data access > Branch) applies on top. The owner always sees everything.