Filter the Content of Your Dashboard

Depending on sales administrator setup, you can filter the contents of the sales dashboard by team, time period, territory, and product groups. When you select a filter the information in the tab KPI and appropriate charts are updated automatically. Only the active tab is filtered.

For example, if you filter a sales dashboard tab showing the team pipeline on the name of one of your subordinates, the pipeline KPI and graph are updated with pipeline information specific to that individual's team.

To filter:

1. Click the name of the filter next to the Ask Oracle bar.

   The filter moves to the bar.

2. Click the filter again and select the value.