Dashboard and Reporting: New Fields and Filters
We've listened to your feedback and added new fields and filters to give you even greater control and insights within your dashboard and reports.
👀 What’s New?
Opportunity's Phone Number: Now available as a table column.
Opportunity's Primary Contact Name: Added as both a widget filter and a table column.
Opportunity's Followers: Available as a widget filter, table column, and in Group By and View By options.
Opportunity's Business Name: Added as a widget filter and table column.
Opportunity's Tags: Included as a widget filter and table column.
Contact's Address: Now available as a widget filter and table column.
Contact's Followers: Added as a widget filter, table column, and included in Group By and View By options.
👷 How It Works:
Edit any widget (under Contacts or Opportunities).
Add these new fields as filters or properties to enhance your insights.
Use Group By and View By for deeper segmentation and visualization.
⭐ Why it Matters:
These updates make your dashboard and reporting even more powerful:
Enhanced filtering options help you uncover deeper insights.
Improved reporting capabilities ensure you're seeing the data that matters most.
Provides a more tailored experience by aligning your data with your business needs.
