Articles in this section

• Insights: How to filter data based on specific users

  How users can filter to view their own data.  In Upsales Insights you can place filters on dashbo...

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• How to filter data in Insights

  Explore how to edit dashboards to find the right insights within your data.   Click Analytics →...

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• Filter terminology

  Upsales filter terminology explained.   This article covers: Value filters Date filters Value ...

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• 5 best practices: Date filters

  Let’s look at 5 simple and common ways to use date filters. 1. Current periods Imagine you want ...

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