Working With the Dashboard Filters

You can combine multiple filters-such as metric, subsidiary, customer, and date range-to further refine your view. As you adjust your filter selections, the dashboard updates in real time. All portlets, reports, and charts will reflect the active filters. You can reset the filters at any time if needed.

To reset the filters, click Reset Filters.

Note:

When working with dashboard filters, note the following:

• Filters only display options for data you are permitted to view based on your NetSuite role and permissions. Currently, you can't save or share custom filter sets or dashboard views.

• You should adjust or set filters as per your requirements to see the correct data.

You can filter data on the dashboard by the following criteria.

Filter Type	Description
Metric	Select ARR or MRR to analyze trends, performance, and growth on an annual or monthly basis
Subsidiary	View data for a specific subsidiary or consolidated group. Filter options - The filter supports both individual subsidiaries and consolidated (group) views. Individual - Shows data for a single subsidiary. Consolidated - Aggregates data across multiple subsidiaries, based on your access permissions. Exclusions - Subsidiaries that are inactive or marked for elimination are excluded from the filter options. Reporting periods - If the Multiple Calendars feature is enabled, the reporting periods shown in the dashboard are as per the fiscal calendar of the lowest common parent. If the Multiple Calendars feature is disabled, the reporting periods shown in the dashboard are determined by the standard fiscal calendars.
Customer	Focus on metrics for a specific customer or group of customers. Only active customers appear in the filter options.
Item	Analyze data for specific products or services. Only active items appear in the filter options.
Location	Filter by business location or region. Only active locations appear in the filter options.
Department	View metrics for a particular department such as sales, marketing, or support. Only active departments appear in the filter options.
Class	Segment data by class, such as product line or business unit. Only active classes appear in the filter options.

To use filters on the Subscription Metrics dashboards:

1. Go to Subscription Metrics > Revenue Metrics > View.

2. In the Filters section, fill out any or all the following fields.

   1. In the Metric field, select ARR or MRR. The default metric is defined in the Setup page.

   2. In the Subsidiary field, select a subsidiary.

      When you select one or more subsidiaries, the dashboard consolidates and displays data for the parent subsidiary and its associated child subsidiaries. If the parent and child subsidiaries have different transaction currencies, transactions are converted to the lowest common parent company's currency using the posting month's consolidated exchange rate.

      For more information about viewing the consolidated exchange rates, see Viewing Consolidated Exchange Rates.

   3. Select the following. The field options depend on the subsidiary filter that you select.

      1. Customer

      2. Item

      3. Department

      4. Class

      5. Location

3. Click Apply Filters.

Related Topics

• Working with the Subscription Metrics Dashboards
• Working with the Revenue Metrics Dashboard
• Working with the Unit Economics Dashboard
• Working with the Retention Metrics Dashboard

General Notices