To get an even better overview of your data, the Report centre includes many filters for you to drill down.
Whether you use the Upsales pre-built dashboards or create your own by adding widgets, different filters appear based on what you're reporting.
This article covers:
To cancel a filter click the X:
Available filters:
- Account Managers
- Appointment types
- Campaigns
- Company categories
- Currency
- Date
- Opportunity stages
- Products
- Users
You can also build dashboards that exclude data (for all dimensions except custom fields). After choosing your dashboard, click the Exclude selected toggle:
Account Managers
Appears in dashboard: Sales
Click the Account managers tab to search and filter the users you've assigned as company account managers:
Appointment types
Appears in dashboard: Appointments
Click the Appointment types tab to search and filter the appointments, including any custom types you've set up:
Campaigns
Appears in dashboard: Sales, Pipeline, Activities, Appointments
Click the Campaigns tab to search and filter your sales campaigns and new campaigns:
Company categories
Appears in dashboard: Sales
Click the Company categories tab to search and filter by the categories of company:
Currency
Appears in dashboard: Sales
Click the Currency tab to search and filter by your master currency and any sub-currencies you've added:
Note: This will not display your sales in another currency. It will only display all the sales and opportunities created in the filtered currencies.
Date
Appears in dashboard: Sales, Pipeline, Activities, Appointments
- Click the Date tab to view options for drilling down between week, month, quarter, or year
- Click the time period, whether you want to view past, present, or future performance:
- You also have the option to switch between fixed (static) intervals, and ongoing (rolling) intervals. Click the Static intervals/Rolling intervals tab and then choose between week, month, quarter, year or 5 years:
Opportunity stages
Appears in dashboard: Sales, Pipeline
Click Opportunity stages to search and filter your potential orders, based on the stage an opportunity is at:
Products
Appears in dashboard: Sales, Pipeline
Click the Products tab to search and filter by the products you've added:
Users
Appears in dashboard: Sales, Pipeline, Activities, Appointments
Click the Users tab to search and filter by Users or Roles:
Use cases
Select as many filters as you want, to go as granular as you want. For example:
- Sales
Add a date filter to view a user's sales campaign performance for the current year, and then add a date filter to compare it to the previous year - Pipeline
Add a date filter to view your pipeline for the current quarter, then add a product filter to discover which products are contributing to the current quarter's pipeline
- Activities
Add a date filter to view which activities are planned for the next month, then add a user filter and a campaign filter to discover which user has activities planned for each campaign
- Appointments
Add a user filter and an appointment filter to discover whether a user has the right balance of appointments, from first to booked and completed.
Saving & sharing filtered lists
Click the dropdown and then click Save list to save or share a list:
You can also use the multi-select to update your filtered data. Tick the box at the top of your data:
A pop-up appears for you to choose which edits to make:
