Add Selectors That Allow Users to Filter the Dashboard Results
Explore Filters in Analytics Dashboards
Add filter widgets to a dashboard to give users the ability to slice and dice the data to view results from different angles. For example, you can filter the dashboard results to focus on a specific sales rep or product line. There are two types of filter widgets.
In this unit, we use global filters to enable Laura and sales reps to answer different questions without leaving the dashboard.
How Well Is Each Sales Rep Performing?
To view the performance of each rep, Laura needs to be able to filter the dashboard results by rep. For example, to help Dennis meet quota, Laura needs to see the value of his open and won opportunities and see his opportunity records.
Let’s add a filter on sales rep.
- While in edit mode, drag the global filter panel widget on top of the chart in the dashboard canvas. Notice the red box. This box shows the default size of the chart widget. It’s red to indicate that you can’t place it here. Except for container widgets, widgets can’t overlap.
- While dragging the widget, tap Shift to enable reflow, which moves existing widgets down to make room. Then place the panel widget between the Sales Performance text widget and the chart widget.
- To enable users to filter on the sales rep, click the panel widget, select the DTC Opportunity dataset and the Opportunity Owner field.
- Click Create to create a filter based on this dataset field.
- Save the changes to the dashboard. Awesome. Those viewing the dashboard can now use this filter to focus on a particular rep. Tip You can’t change the title of a global filter—the filter title matches the underlying field label. To use “Sales Rep” instead of “Opportunity Owner” as the filter title, you can change the label of the underlying dataset field.
What Does the Pipeline Look Like?
- In the global filter panel widget, select All Global Filters.
- Click Manage Global Filters .
- Click Add Global Filter, select Stage, then click Create.
- Save the dashboard.
How Is Each Product Line Doing?
You already created filters for opportunity owner and stage, but being able to filter by product family can help your sales team focus on the sales for each product line.
- Add another global filter based on the Product Family field. Like the previous filters, don’t make any filter selections.
- To create a filter, click Add Global Filter | Create.
In the next section, you’ll add a filter on deal size so Laura and reps can focus on the more lucrative opportunities.
How Much Are These Opportunities Worth?
Let’s build a filter based on the Amount measure so reps can focus on the deals that can help them meet quota the fastest—the million-dollar-plus ones.
- Add another global filter based on the Amount field.
- To create the filter, click Add Global Filter | Create.
- To get rid of the extra space to the right of the global filters in the panel widget, set Filters per Row widget property to 4.
- Save the dashboard.
Previously, you helped Laura determine the open, won, and lost opportunity amounts for the entire team. You also created a chart that ranks reps and identifies low performers. And you created a table that shows details about each opportunity record.
Now, Laura can analyze all of this information by rep, stage, product family, and opportunity amount because of the global filters that you added. With the tools you’ve built, she can track the progress of each member of her team. For example, she can use the filters to view Irene Kelley’s won opportunities that are worth more than $250,000. With those won opportunities alone, looks like Irene already qualifies for the trip to Bora Bora—time for her to start packing her bags!
In the next unit, you learn how these widgets interact with each other to change the focus of the dashboard, so you can analyze your business from different angles.