Quick Filters on the Dashboard

March 25, 20251 min read

The dashboard relays information of your choosing at a glance, helping you quickly asses the health and progress of your business. Quick Filters will make it more efficient, allowing you to apply personalization while protecting dashboard integrity.

⭐️Why Is This Feature Beneficial To Your Company?

  • Simplified Management: Easily apply filters to widgets on a dashboard to focus on what matters most ensuring precise insights and improving your productivity.

  • User-Specific Formatting: Users can save their quick filter values, ensuring a personalized and efficient experience for tailored analysis.

  • Minimized Errors: Improve collaboration by giving all team members access to impactful filters without the risk of accidental edits or information loss.

⭐️How To Use Quick Filters on the Dashboard?

  1. Navigate to the Dashboard section and click + Quick Filters.

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  2. Click + Add Filters.

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  3. Check the box next to the filters you’d like to apply.

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  4. Click Add at the bottom right corner.

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And there you have it, this improvement will help your team be more effective in their decision-making without risking edits to your dashboards or information issues.

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