This article is part of the Guide to Insightly Dashboards
When viewing a dashboard card, you can use filters if you would like to narrow down the data on your card. For example, if you have a funnel chart that displays multiple pipelines, you would apply a filter to select a single pipeline.
You cannot save these filters, however - they can only be manipulated and viewed on this page.
To create a filter:
- Go to the View Card page by clicking the title of the card.
- Click the filter icon.
- Click Add Filter.
- Select a field from the dropdown. For example, if you want to filter a chart so that it only shows lead ratings over 3, you would select the Lead Ratings field.
- Enter the parameters of your filter and click Apply. With our lead rating example, we would select "greater than" and enter the number 3.
- To delete the filter, click on the filter again and click on the trashcan icon.