Filtering

In this section you will learn how to use effectively the Filters inside iDealOps so you know exactly how to get the data you are looking for.

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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:

1. Please don’t delete the dropdown—just click once when you want to remove a selection; otherwise, the chip may break.

2. 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.

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How the dropdown works

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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:

Filtering Terms

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The 3 Filters

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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 "Cabesa" 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 booked through a setter, and whose payment method was crypto.

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THE Variable + Clients

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THE Variable

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.

Clients

This section allows you to force, if applicable, the data under a specific 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.

In this case, since it is a test, the only available client is the one we have named for didactic purposes: Client “X.” However, if you have worked with or are currently assigned to more than one client, the names of those clients would appear, allowing you to filter the data displayed by selecting one. If left blank, data for all clients would be shown.

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Date Filter

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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.

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⚠️ Important Consideration (1) - (ALL vs Unique Mode)

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There is a special mode available only in the Calls_sales 📊 dashboard, this is the so-called ALL vs Unique Mode, which controls how records are counted.

ALL counts every call record; Unique counts each lead once.

Here is an example of how it looks on the dashboards (it is right next to the title of Main Filter):

This mode is important because, while analyzing data, some questions are best answered on a per-call basis (activity, follow-ups, sales opportunities), while others are best answered on a per-lead basis (true conversion per unique lead). Example: if one lead has two calls with a closer, All = shows 2 records, Unique = shows 1. If three leads generate five calls (2 + 2 + 1), All = 5, Unique = 3. These two modes help you see the whole picture, and they help you make a complete analysis while evaluating your sales team and marketing team performance.

When to use each:

• Choose ALL to assess workload, touch frequency, and per-call conversion.

• Choose Unique to evaluate unique-lead conversion and avoid double-counting.

Switching modes only changes aggregation; filtering functions and ratio calculation stay the same.

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⚠️ Important Consideration (2) - (From Demo vs From ALL)

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There is another special mode available only in the Calls_sales 📊 dashboard, this is the so-called From Demo vs From ALL, which controls how Sales Calls are displayed.

From ALL: Counts every Sales Call.

From Demo: Only shows the Sales Calls that come from a Demo booked within the same filter, for example, the Sales Calls booked after a particular Sales Rep had a Demo before with that Lead.

(The filter is in the same place as the All/Unique consideration above ☝️)

When to use each:

• Choose "From ALL" when only looking at the Sales Call ratios level and nothing more.

• Choose "From Demo", when you want to see the ratios of Demos that are later moved and booked to a Sales Call and what ratios those calls specifically have.

Switching modes only changes aggregation; filtering functions and ratio calculation stay the same.

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