How to Add Custom Filters to the Dashboard Follow

Advance Dashboard Filters is a powerful new filtering options to your dashboards, giving you more control over your data analysis.

In addition to our existing filters for User, Team, Date Range, and Deal Pipeline, you'll now be able to create custom filters to focus on the data that matters most to you.

How to Add Filters to your Dashboard

To Add filters to your Dashboard,

• On the Dashboard, click on the + Quick Filters 
• You can select from the Dynamic Quick Filter List
• You can apply the Filters based on User, Team & Date Range

• Or click on the Customize Quick Filter option to apply custom Filters
• You can select the Fields to add as Custom filter from the available list of modules.
• These module will appear based on the dashboard widgets you chose.

• Select the required fields and it will be enabled and directly added as a quick filter