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Dashboard Filter Examples

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Dashboard Filter Examples

You can view dashboard data from different perspectives by applying filters. A single dashboard with well-chosen filters can do the work of several dashboards. When you apply a dashboard filter, the view is preserved. The next time you view the dashboard, the data is filtered in the same way. To provide the filtered dashboard view to others, you can create a URL to post or email.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Essentials, Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions

In Salesforce Classic, widgets are called components.

Multiple Dashboard Views from a Single Source Report

This sales pipeline dashboard visualizes the data from an Opportunities source report. By including filters, this single dashboard can provide a personalized view for each member of the sales team. With the Opportunity Owner filter, the viewer can see the pipeline for each team member. Vertical sales managers can focus on prospects in a selected industry using the Industry filter. This one dashboard works for the entire sales organization.

Sales Pipeline dashboard with filters on the Opportunity and Industry fields

Dashboard Filter with Relative Dates

To keep dashboard date filters current, use relative dates, such as next month or next week, instead of calendar dates. This dashboard includes a Close Date filter to focus on expected results for the next few months. Because the filter uses relative dates, it continues to work over time without requiring updates.

Dashboard with relative date filter showing values for next 90 days and next month

Equivalent Fields and Different Filtering Results

Equivalent fields are derived from the same field on the underlying Salesforce object. By assigning different equivalent fields on a per component basis, you can affect the data that’s presented in a filtered dashboard.

This Sales Manager’s View dashboard is built from Cases and Opportunities source reports and includes an Account Name filter. The funnel chart is based on an Opportunity report. In the Opportunity object, Account Name has the equivalent fields Account Name, Parent Account, and Primary Partner.

Dashboard builder showing equivalent fields for Account Name filter

If Account Name is selected as the equivalent field for the filter, the funnel chart is filtered on the Account Name field when the filter is applied.

Dashboard showing results with Account Name filter and Account Name equivalent field

If Parent Account is selected as the equivalent field and the same Account Name filter is applied, the funnel chart is filtered on the Parent Account field and the results are different.

Dashboard showing results with Account Name filter and Parent Account equivalent field
 
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