1. How do I configure the Sales Dashboard in the Redwood User Experience?
  2. What do I do if the filters I apply aren't reflected in the sales dashboard?

What do I do if the filters I apply aren't reflected in the sales dashboard?

If the filters aren't reflected in the sales dashboard, try the following:

  • Refresh the browser.

  • Clear site data in your browser:

    1. In the Chrome browser, right-click on the sales dashboard page.
    2. Select Inspect.
    3. Click Applications subtab.
    4. Click Clear site data. Screenshot of the Inspect Applications tab highlighting the location of the Clear Site Data button
  • Check to make sure the OTBI analysis includes "is prompted" filters. See Enable Filters in the OTBI Analyses.