Dashlet Filters

Dashlet Filters Overview

Dashlets allow you to display specific information on activities and pipelines in one place. Dashlet filters can be applied globally to all dashlets on a dashboard or individually to a single dashlet.

Global Dashlet Filters

Calendar and Team filters located to the right of the Dashboard name allow you to view data for a specific period of time and/or by specific team members. The filter is applied to all Dashlets within the Dashboard you are currently viewing.

Calendar Filter

To add or edit a Calendar filter on your dashboard:

1. Select the calendar icon next to the Dashboard name.
2. Select an option from the Quick Selection list or select a start and end date on the Calendar. 
3. Click Apply.

Note: For more information on "All Time" calendar filter see this article. 

Team Filter

To add or edit a Team filter on your dashboard:

1. Select the team icon next to the dashboard name.
2. Select the desired Team Member(s) and/or Role(s).
3. Click Apply.                                                            

Individual Dashlet Filters

Add or Edit an Individual Dashlet Filter

1. Click the Filter icon in the top right corner of the desired dashlet.
2. For Activity Dashlets, select the Object to filter on.
3. Select a filter type. 
4. Enter the Condition Settings. 
5. Click Save.

   Hint: If you have multiple filters setup, use the Any and All buttons. These allow you to control what criteria the records need to meet, to be included in the Sales Pipeline Group. 

   

   • Any - The record must meet at least one of the filters to be included in the Sales Pipeline Group.
   • All  - The record must meet all of the filters to the included in the Sales Pipeline Group.

Remove an Individual Dashlet Filter

1. Click the Filter icon in the top right corner of the desired dashlet.
2. Click Clear Filters.
3. Click Save.