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  3. Filtering in Insights

Filtering in Insights

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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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  • Date filters best practices

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

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