The Dual Functionality of the Sales Dashboard Search Box

The Sales Dashboard search box serves two different and unrelated functions: keyword searches and the filtering of the reports in the sales dashboard itself.

Salespeople use the search box to:

• Search by keyword through all the sales information they can access, including activities, emails, leads, opportunities, accounts, and other business objects.
• Filter the information in the active tab of the sales dashboard. For example, they can display data for a narrower time period or compare the performance of one manager to another.

Keyword Search

Here's how to search by keyword:

1. Enter the keyword in the search bar.
2. If you don't see the item you're looking for in the list, click Search to view all the results, filter them, and take actions.

   Keyword Search

   Callout	Description
   1	Enter keyword.
   2	View list of most often-accessed items matching the keyword. You can open individual items by clicking on links.
   3	Click Search to view all results and take actions on them.

   

3. In the Search results page, you can add different search terms and filter by object.

   Key Features of the Search Results Page

   Callout	Description
   1	You can update the initial keyword.
   2	Search results are classified by object.
   3	You can filter the results by object.

   

4. You can take actions directly on the search results by clicking the three dots Actions icon highlighted in the screenshot.

   For example, you can edit an account record, and create contacts, opportunities, notes, tasks, appointment for the account. And you can and you can send an email.

   

Filter the Sales Dashboard Content

Salespeople can filter the contents of the dashboard to focus on a subset of the information.

Four filters are available: Time Period, Team, Territory, and Product Groups. The filters display as buttons and are also available for selection in the search box itself.

Here's a screenshot of a dashboard showing the active pipeline for the whole team, both as a metric and a visualization.

You can view the totals of the active pipeline for just 2 managers by clicking the Team filter and selecting the managers.

Both the metric and the visualization now display data for the 2 managers.

Important: If you're creating visualizations from OTBI analyses, you must make sure that those analyses include prompted criteria for the filters you enable.