Once a dashboard has been created, the Filter and Smart Search options enable the dashboard to filtered down by product range, group, customer group, or team.

Filters will be reset each time the dashboard is visited, however there is the ability to lock and restrict data so it is always filtered.

This could be used to create a specific dashboard for a vendor or a brand, or show how a team in one particular state or region is performing.

Select the filter icon and set the filters to apply. In this example the Team performance dashboard has been filtered to the Upper North Island Team. Select Apply.

Now the filter has been applied and the chart reflects just the Upper North Island team, select Save Filters to lock that filter. Multiple filters can be saved to get the required data on screen. Filters can still be changed however if this dashboard is shared or re-loaded the locked in filters will be the default.

Applying and locking Date filters ensures the data matches the time period. Select the date filter to see a list of commonly used date ranges, or manually select the start and end ranges.

Using the preset range of date filters will ensure the dashboard updates automatically regardless of the date. The is particularly handy for rolling date periods. i.e. set to 'Rolling 1 Month' to always show this month's results.

Dashboards - Overview and introduction

Dashboards - Creating your first HQ Dashboard

Dashboards - Applying Filters

Dashboards - Creating mobile app Dashboards

Dashboards - Sharing dashboards using public links