Filtering

Okay, so this is one of the most important sections to learn, and it is crucial to understand how to use it and see how things are truly affected.

Remember that, depending on the filter, one view is selected over another, so be aware of this.

Here’s an example of what the filtering section looks like when it's empty:

Take into account two simple tips:

Please don’t delete the dropdown—just click once when you want to remove a selection; otherwise, the chip may break.
If it does get deleted, quickly press Ctrl+Z (or Command+Z on Mac) to restore the chip. If you're unable to do this or forget, you'll need to submit a ticket through the Help Center.

First, let’s start. Select a variable, and you have the option to choose all values or select a specific value you want to observe.

Let's look at this using the AGE filter.

This filter displays all the available age ranges since the initial data entry.

You can either select a specific age range or leave it blank to view all.

If you’d like to select a specific option, such as an age range, you can do it in the second chip. Just click on it, and all the available filter options will be displayed for you to choose from.

Once you select an option, it automatically filters the data, so in this case, you’d be viewing only the people who fall within the 18–24 age range. That’s how the filters work: they narrow down the data to match your selected criteria if you want.

Remember, the meaning of each filter option is provided, so you can always verify and check the definitions in the glossary:

Filters

Now that we understand the most straightforward concept, we can move on to something more complex. We get the 3 Filters

The filters are organized in a hierarchy and apply in combination, meaning they use “AND” logic:

The system will only display data that meets all selected conditions at the same time.

1. Main Filter

This is the primary filter. It defines the central variable you want to analyze.

2. Second Filter

Adds a second layer of segmentation related to the main one.

3. Third Filter

Adds a third, more specific condition.

That should be enough, but let’s look at some examples.

Let’s explore a few dashboards to gain a better understanding of the logic behind how the filters work—pay close attention.

Remember, these are hypothetical examples, and you might not need to use all the filters. Feel free to use just one if needed, or use the filters to their full capacity if required.

Example 1

This is a combination of filters, and the applied filters would display the following data:

All leads from Closer "Testing" who live in Spain and are between 25 and 34 years old.

Example 2

These applied filters would show the leads whose gender is male, who first opted in via Instagram, and whose payment method was crypto.

Example 3

This one would show all delinquent clients where the closer was "Testing" and the setter was also "Testing.”

These dashboard views are simply direct URLs to specific sections of the dashboard. They are present on all dashboards and provide quick access to specific sections.

"Home" takes you to the main view—it's a fast way to return.

You can also quickly jump to specific charts that are usually on the right, saving you from having to scroll manually.

As you can see, it is present on all dashboards.

Customers 📊
Company 📊
Marketing 📊
Calls_sales 📊
Prospecting 📊
Projections 📊
Calls_csm 📊

This section allows you to select one variable to be represented in the donut and line charts 📊.

This helps you choose the specific variable, and if left blank, the default variable (located just to the right) will be used. This applies to all dashboards and determines how the data is displayed in those charts (Donut and Line charts).

Variables will change depending on the dashboard, but the functionality remains essentially the same.

This section allows you to force, if applicable, the data to be displayed under a specific agency, manager, or client. For example, if one closer works with two clients and wants to view information for just one of them, this filter makes it possible. It also allows you to view data under one manager or another, serving as an additional filter to refine those variables.

Here, you can select the date or dates for which you want the data to be displayed.

First, you can select a date filter that offers options such as 'Today' or 'Yesterday', displaying data within a predefined time range.

You can also set a specific date, choose a date range, or compare two different date ranges to analyze the data. However, remember that you must first leave the predefined date filters blank for this to work correctly.

To view data for a specific day only, select that date in the highlighted cell.

To compare two date ranges, you can select any period, such as two specific days or one week against another.

As shown in the previous image, the date filter includes two rows, one black and one gray.

The black row represents the primary period, where you can select the start date on the left and the end date on the right. Similarly, the gray row represents the secondary period, which works in the same way.

All variations will be reflected in the Scorecard charts. This feature is useful for spotting trends, measuring performance, and tracking changes over time, giving you the context needed for informed, data-driven decisions. Here’s an example of what a comparison between two custom date ranges might look like:

To clarify, in this example, we’re comparing the week from June 9, 2025, to June 15, 2025, with the week from June 2, 2025, to June 8, 2025. The Scorecard Charts will display the difference in values between these weeks, indicating whether they increased or decreased, and help you assess the reasons behind the change or identify key differences.

With this information, you now know how to use the filtering section!

The 3 Filters

Dashboard views

THE Variable

Agencies, Clients, Managers

Date Filter