We’ve heard your requests for more powerful filtering, and are excited to release our new dashboard filters! While you’re still able to sort filters by engagement, recently updated, and status, we’ve turbo charged the new filters to help automate your workflows even more!
You're able to set a customer filter as your default view and make a custom filters available across your entire team. Scroll down to see what's new!
Navigate to the filters tab within your dashboard:
Drill down, filter, and combine the desired criteria. You’re now able to filter on the following fields:
CRM stage
Amount
Collaborators
Close date
Tags
Status
Engagement score
Set a default view
You’re also able to set a filter as a default view, this is how your dashboard will appear every time you login to the platform:
Step 1: Navigate to the 'Manage' tab
Step 2: Select 'Default' under the managed options:
Team Filters
Make filters available for your entire team: Select ‘Edit’ set filter privacy to ‘Public’:
Here are some filters the team at Recapped is using!
Dashboard Filter: | Questions to ask: |
Deals Progressing set to close this month | “What needs to be done for this deal to ensure it closes this month?” |
Deals Delayed set to close this month | “Why is this deal delayed and how can we get it back on track to close this month?” |
Deals that have a close date within the next 30 days | “What can we do to speed this up to get this deal in before EOM?” |
What else do you want to see from dashboard filters?