This feature is currently in beta.
If you are participating in the beta and come across any issues, please email betafeedback@grow.com.
You may have created each metric on the dashboard to show the data for different date ranges, or perhaps you created all of them to display one range, like month-to-date or the last 30 days. Either way, you can change the date range for all of the metrics on the fly to check your performance 90 days back, year-to-date, or even just last week.
You could also add a filter to see only the sales from a specific lead source or a sales team, for example.
NOTE: Dashboard-level filtering will only work with the series-based chart types (i.e., Column, Stacked Column, Line, Bar, and Area)
You can convert older metrics to take advantage of this feature.
Change the date range for the dashboard
By default, the dashboard shows each metric as it was built. Each one can have its own date range, but you can standardize it by changing the date range for the entire dashboard.
Click on the field that says “Display all data” then select the range you want to use.
To remove it, click on the red “x” next to the filter.
You can also apply a date range filter to a metric in expanded mode.
Change the date grouping used
Click on the “Date Grouping” dropdown and select the grouping (day, week, month, quarter, year) you want to use. This will group all the metrics on the dashboard using this time interval.
To remove it, click on the red “x” next to the filter.
Adding Value Filter
Value filters are any other filter you apply to a dashboard other than date. For example filtering by region, sales rep, or product line. These filters need to be setup before they can be used. When applying a date filter, Grow knows what the date column in each metric is. To apply a value filter, for example filtering by Sales Rep, Grow needs to know which column in each metric/dataset represents a Sales Rep.
To setup a Value Filter:
- Click the three dot menu on the top right of your dashboard and select “Dashboard Filters”, then click “Add another filter”.
- Here you will define your filter (basically tell Grow which column in each metric represents your “Sales Rep”).
- Enter the name of the filter in the “Filter name” text box. (“Sales Rep”).
- Under that there is a list of metrics and datasets used on this dashboard. For each of these datasets and metrics, select the “Column to Filter by” that is the “Sales Rep” column for that dataset and metric. The columns don't have to be the same name, but contain the same data you want that filter to use.
- Save that filter and return to the dashboard.
Now your filter is available to use on your dashboard. Click on “Add Filter” at the top right. Then select what you would like to filter by (“Sales Rep”), select the operator (“equals”), then type in the value you want to filter on (“Dwight Schrute”). Click “Done” to apply the filter.
You can also apply a value filter to a metric in expanded mode.
FAQ
Why are some metrics not updating with the filter?
If the metric is using the basic builder or if the metric is using the enhanced metric builder but there is not a date column selected in the “Date range” setting in the chart tab, the metric will not be able to update. The metric will display a green, yellow, or red dot depending on how it was filtered.
- A green dot means the filter was successfully applied.
- A yellow dot means the filter was partially applied. The data available in the metric only partially overlapped the date range filter that was selected.
- A red dot means there was no date column available to filter. (To fix this, you can edit the metric, go to the chart tab, open up the “Date Range” section, and select a column where it says “What date column do you want to use?”
The dashboard filters currently only work with series-based metrics (line, column, and bar charts).
Will Auto Key Values respect filters applied in the Dashboard Level Filtering?
Yes. If the Key Values Date Range is set to 'Chart Range' then it will change with anything you do on Dashboard Level Filtering. If it is set to something specific like 2 weeks then it will not change.
Will applying a dashboard filter permanently change my metrics?
No, a dashboard filter will not permanently change your metric. If you refresh your dashboard, all of the metrics will reset to their original state.