Dashboard Filtering is how you can slice and dice all metrics on a dashboard with a few clicks.
Only metrics build using Data Explorer will filter.
There are 3 parts to dashboard filtering:
1. Custom Filters
2. Date Range
3. Date Grouping
Custom Filters
Need to see only a certain sales team, or a certain sales rep for all the metrics on a dashboard? Add a filter.
Click 'Add Filter'
Pick your Column, operator and value.
If you don't see the column you want, you can create a new filter.
Date Range
Date Range will change the date range for each chart on the dashboard. Click Date Range and pick from the options or scroll to the bottom and set a custom range.
Date Grouping
Date Grouping changes the date grouping for each metric on the dashboard. There are a few great options to chose from:
