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.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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