Auctm launches new Saved Filters functionality for the dashboard.
Selecting a combination of filters every time you log in to your Auctm dashboard to check your team performance metrics is a time-consuming task.
Wouldn’t it be easier to have a customized dashboard with your preferred filters already saved? It would enable you to quickly start your day with the metrics that you want to see or even share with the rest of your team.
Saved Filters is our new feature that allows you to save a significant chunk of your time every day. How? Let us show you.
There are certain combinations of filters that you check on a daily, weekly, and monthly basis.
For example, you want to check your agent’s performance on new leads since yesterday, or check the team’s pipeline performance on new vs total leads in the last 7 days, or check the overall deals commission that was generated in the last 30 days.
To check these, you navigate through the sections of your Auctm dashboard and select different combinations of filters every time.
The Saved Filters feature benefits you in 4 ways -
- You can create a custom dashboard view by selecting the combination of filters you check often and save them.
- Each saved view can be named according to your preference and you can ‘star’ your favorite views so that they appear directly on the dashboard.
- You can use this feature for separate sections of the dashboard based on the metrics and the tables that you want to see and share it with the rest of the team.
- You can also edit each view before you have shared it with the rest of the team.
See How To Save Your Preferred Combination Of Filters
Quick Bytes On How To Start Using Saved Filters
Viewing All The Saved Filters
You can view all your saved filters inside the dropdown box on the top left side of the Performance or the Rule List Dashboard.
Marking Your Favorite Filters
You can ‘star’ your favorite filter views for easy access by using the Save Filter dropdown box or the Manage Filters option.
Sharing A Saved Filter With Your Team
Simply switch on the ‘Share With Team’ toggle that appears in the pop-up box after you click on save filter. Remember, you cannot make changes to a filter view that has been shared with your team, you can only delete it.
Updating Or Deleting A Filter
The Manage Filters option enables you to update or delete a Saved Filter. You only need to select the filter from the left panel that you wish to update or delete.