How to Add Additional Dashboard Filters Follow

Salesmate allows you to add more than five Filters, enabling you to gain highly detailed insights for in-depth analysis.

To Add the Additional Dashboard Filters,

• Navigate to the Dashboard, access the Filters option on the right
• The values added to Custom Filters will automatically appear based on the selected AND / OR conditions. You can switch between these conditions to achieve the desired results.
• You can also add or adjust the values for the applied custom filters directly from this menu.

• Click on the Add Filter option and select the required field to add further more filter to refine the outcome 

• Once the field is added with the required value, the Dashboard View will get updated based on all the selected Filters.

• You can add multiple filters in a similar way based on the required Outcomes.