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How do I use dashboard global quick filters

Utilize the dashboard quick filter to filter the entire dashboard to a specific rep(s) or team

  • Dashboard filters can be located at the top left of the dashboard

  • Click 'Owner' to filter the report for yourself / specific rep
  • Click 'State / Team' to filter by specific teams (e.g., NorCal, SoCal, Arizona Sales, etc) 
    • Select 'is any of'
    • Click dropdown
       
      • select "me" or the desired rep or reps
      • click apply *please note the dropdown may be blocking the 'apply' button, click the dropdown to close