Dashboard Widget: Filter Widget

The Filter Widget is a powerful tool that allows you to apply consistent filters across multiple widgets on your dashboard. By linking to a common data source, the Filter Widget enables you to filter and analyze data across different charts, tables, and views, helping you narrow down information and uncover actionable insights quickly.
Use Cases:
Sales Dashboard
: Filter sales data by region, product category, or time period to identify trends and opportunities across different segments.
Project Management Dashboard
: Use filters to display tasks by project phase, priority, or assigned team member, making it easier to focus on key areas.
Support Ticket Dashboard
: Filter open support tickets by status, priority, or customer, streamlining the process of managing and resolving issues.
How to Use the Filter Widget:
1.  Add Widget
: Start by clicking "Add widget" on your dashboard.
2.  Select Filter Widget
: From the Widget Library, choose "Filter Widget."
3.  Choose Data Source
: Link the widget to the appropriate solution and table containing the data you want to filter.
4.  Configure Filters
: Select which fields from the data source will be available as filters, such as dates, statuses, or custom fields.
5.  Connect Widgets
: Link the Filter Widget to other widgets on your dashboard to dynamically display filtered data across charts, tables, and views.
By adding a Filter Widget, you can simplify data analysis and enhance user interaction by providing dynamic, real-time filtering across your dashboard. This widget is particularly useful for professionals who need to slice data and focus on specific criteria quickly and efficiently.
This feature is available for All Plans.
Watch Feature Overview Video (Coming Soon)
Learn More in This Help Article