Filtering data in Insights – Upsales Help Centre

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All users

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This article explains how to add or edit filters on your Insights dashboard, as well as how to adjust filter criteria on a dashboard.

To add or modify filters for your dashboard, complete the following steps:

Click Analytics → Upsales Insights and then choose a dashboard:

Click a filter to adjust:
Click Reload to update the filtered data:
Click the filters icon to show/hide filters:
Click the three dots to refresh data, download/schedule a report delivery, or reset filters:

Explore the Insights add-on