Common Dashboard Filters

Add Filters to Your Dashboards

Your standard dashboards are populated with data from the reports in their underlying components. But what if you want to slice and dice that data a little differently, or look at a different time period? You can do that! You've actually got two ways to do that.

1. You can view the underlying report and filter the information in it however you please, or
2. You can apply a dashboard filter to view all your handy components with the same filter.

Here are two common examples of the latter option.

Evaluating Dashboard: Filter by Opportunity Created Date

Your Evaluating dashboard comes with no filters, so it displays all of the Opportunity Influence data based on the configured Campaign Influence models. Let's say you want to view the data from one specific date or period. To do that, you can create a filter by Opportunity Create Date.

1. Open Evaluating Dashboard and click "Edit"

2. Click the "Add Filter" button.

3. Search for Opportunity Create Date.

4. Add a range or ranges to filter by, using the filter options.  Consider record type and date range.

5. Save and close. Now you can select and filter the dashboard by the date range applied!

Planning Dashboard: Filter by "Campaign Sourced By"

Out of the box, the Planning dashboard comes with no filters, and it displays all the funnel data and metrics from past 12 months. For the sake of this example, let's say you want to break your data down by the group that drove the campaign (Marketing, Sales, Partner, etc). To do this, you'd add a filter for Campaign Sourced By.

1. Open Planning dashboard and click "Edit"

2. Click "Add Filter" and search for Campaign Sourced By as below:

3. Configure and select the values for each picklist option to filter.

• Enter the display text in the "Value" column and use lookup to select the value, and repeat for all filter options.

5. Close and save. Now you can filter the Planning dashboard by Campaign Sourced By!