How to filter a dashboard card

This article is part of the Guide to Insightly Dashboards

This feature is only available in the new Insightly.

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:

  1. Go to the View Card page by clicking the title of the card.
    screenshot-crm.insightlynext.com-2018-03-01-13-58-34.png
  2. Click the filter icon.
    Viewing_Dashboard_Cards_3.png
  3. Click Add Filter.
    Viewing_Dashboard_Cards_2.png
  4. 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.
    Viewing_Dashboard_Cards_4.png
  5. Enter the parameters of your filter and click Apply. With our lead rating example, we would select "greater than" and enter the number 3.
    Viewing_Dashboard_Cards_5.png
  6. To delete the filter, click on the filter again and click on the trashcan icon.
    Viewing_Dashboard_Cards_6.png
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