Enable Prompted Filters for Adaptive Search based Visualizations

This feature introduces component-level prompted filters (up to 2) within Adaptive Search-based visualizations, empowering Sales users to filter data in real-time using standard or custom attributes. Whether users are analyzing opportunities, accounts, interactions, or custom objects, they can now fine-tune visualizations on the fly—without depending on dashboard-level filters or admin configurations. By enabling prompted filters at the component level, users gain contextual control, allowing for faster data segmentation, more precise insights, and highly personalized exploration of sales data—all from within the visualization itself.

This feature offers the following business benefits:

• Faster Decision-Making: Sales users can apply real-time filters directly on visualizations, reducing time spent navigating or reconfiguring dashboard filters.

• Improved Data Relevance: Allows filtering visual content by user-specific criteria (e.g., region, product line, sales stage), making the insights more aligned to the user's goals or territories.

• Greater Flexibility & Control: Empowers end users to explore scenarios, drill deeper into outliers or trends, and quickly pivot their analysis—all without admin assistance.

Steps to Enable

You don't need to do anything to enable this feature.