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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

      Click Analytics → Upsales Insights and then choose a dashboard:  Click a filter to adjust:...

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  • Filter terminology

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

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  • 5 Best Practice Cases: Date Filters

      Let’s have a look at 5 simple and common ways to use date filters. 1. Current Periods One, lo...

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