Upsales filter terminology explained.
This article covers the filters in Upsales Insights dashboards and reports:
Value filters
| Filter name | Use when you want to: |
| Is blank/is not blank | Show/hide fields with/without data |
| Contains/doesn't contain | Filter by keywords |
| Ends with/doesn't end with | Filter using letters at the end of a value |
| Is | Include specific values |
| Is not | Exclude specific values |
| Matches/doesn't match with (advanced) | Filter using syntax |
| Matches user attribute | Filter based on user's attributes |
| Is null/is not null | Show/hide data where selected field does/doesn't apply |
Date filters
These are dynamic to guide you based on your chosen criteria. The examples below are from Upsales Insights:
Example 1: Complete dates
Choose is in the last 3 months. Upsales offers you the option to choose complete months. This would exclude the current month:
Example 2: relative or absolute
Choose is before and Upsales offers you a choice between absolute and relative periods:
| Filter name | Use when you want to |
| Anytime | Show all time periods in your Upsales account. Also useful for testing dashboards before launching. |
| Is before | Choose between absolute (fixed day) or relative (in relation to the day). See example 2 above |
| Is in the last | Choose past and current period. For example, use is in the last 3 months to measure sales for the current month and 2 previous. |
| Is on the day | View data for an exact date |
| Is in range |
Customise time periods. The until (before) date is not included in the range. Enter the day after the last day you want to include. So if your range is April, set the range until 1 May: |
| Is in the year | View data for a specific year |