CRM Idea Center
According to article: https://crmsupport.trellahealth.com/hc/en-us/articles/5478438987795-Configurable-Dashboards
All users have the ability to choose and view information "By User" and "By Territory" for the users and territories available to their specific Marketscape CRM login.
The other metrics - "Overall", "By Business Line", and "By Insurance Type" - will display data calculated across the entire organization and must be permissioned to the appropriate users within the organization. Permission can be granted by administrators in the Role Management settings.
