What is the best way to create a personalized dashboard for a consultant to view only their own opportunities?

Creating a personalized dashboard that allows a consultant to view only their own opportunities is most effectively accomplished by specifying a filter by user Id in SAQL (Salesforce Analytics Query Language) within the dashboard JSON. This approach is advantageous because it directly customizes the data being retrieved and displayed based on the user's unique identifier.

By implementing a user Id filter within the SAQL query, you ensure that the dashboard automatically adjusts the data shown to each individual consultant. This dynamic filtering means that when a consultant accesses the dashboard, the system queries the dataset and returns only those opportunities that are associated with their user Id. This significantly enhances the user experience as it provides a tailored view of relevant data without requiring any additional steps from the consultant.

The other methods suggested, while they may offer some level of personalization, do not achieve the same precision or user-centric approach as using a user Id filter. For example, restricting access at the dataset level could limit data visibility too broadly, potentially excluding other necessary information for different users. Creating a separate dataset specifically for each consultant would be cumbersome and inefficient, especially as it scales with the number of consultants. Lastly, using a global filter for all opportunities would not personalize the dashboard, as it would affect every user accessing it, rather than tailoring