How to use Report centre dashboard filters – Upsales Help Centre

To get an even better overview of your data, the Report centre includes many filters.

Whether you use the Upsales pre-built dashboards or create your own by adding widgets, different filters appear based on what you're reporting.

Click Show filters at the top right of a dashboard to open the filter row. The row only shows the filters that apply to the widgets on that dashboard. A dashboard filter overrides the same filter set in a widget.

This article covers:

Available filters
Use cases
Saving filters

Depending on the widgets on the dashboard, the filter row can also include Activity types, Address, ARR change types or MRR change types, Call lists, Companies, Company campaign, Company journey status, Easy booking, Event, Flows, Forms, Labels, Main product categories, Ticket types and Type of sale. They work the same way: click the filter, then search for and select the values to include.

Account managers

Click the Account managers filter to search and filter the users you've assigned as company account managers:

Appointment types

Click the Appointment types filter to search and filter the appointments, including any custom types you've set up:

Campaigns

Click the Campaigns filter to search and filter your sales campaigns and new campaigns:

Company categories

Click the Company categories filter to search and filter by the categories of company:

Currency

Click the Currency filter 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.

Custom fields

Click the Custom fields filter to filter on your own custom fields. This filter requires the Report centre PRO add-on.

Date

Click the Date filter. The periods are grouped by Day, Week, Month, Quarter, Half-year and Year.
Click the time period, whether you want to view past, present, or future performance:
To use your own period instead, pick a start date and an end date in the two date fields at the top of the filter.
You also have the option to switch between fixed (static) intervals, and ongoing (rolling) intervals. Click Static intervals or Rolling intervals above the list of periods. Rolling intervals are grouped by Week, Month, Quarter, Half-year and Year:
If your company uses a fiscal year that doesn't follow the calendar year, turn on Use fiscal year (static intervals only) to choose Fiscal quarter, Fiscal half-year and Fiscal year periods.

Opportunity stages

Click Opportunity stages to search and filter your potential orders, based on the stage an opportunity is at:

Products

Click the Products filter to search and filter by the products you've added:

Users

Click the Users filter 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 filters

When you change a filter, save options appear at the top of the dashboard:

Save changes saves the filters on the dashboard. On a dashboard you share with others, the button reads Publish changes.
Save as new dashboard saves a copy of the dashboard with your filters. On a dashboard you can't edit, such as a pre-built dashboard, this is the only option.
Revert discards your filter changes.