Dashboard Filters
HockeyStack's dashboard filters enable you to filter entire dashboards by fields of your choice. This is useful when you want to take a look at your marketing efforts from a particular angle, for example by filtering a set of reports by deal type (new vs. existing business) or company size (by number of employees or market segment).
Additionally, you can filter different objects in a dashboard by different fields at the same time. A common scenario is one where you want to filter a table that presents Leads, MQLs, and Closed Won deals by Region, but there are separate fields that define Region on lead and deal objects. The region on the lead object may be Lead_Region__c, while the region on the opportunity object may be Opp_Region__c. You can now create a Defined Property that combines these two fields into a single filter.
How It Works
First, you need to build Properties, which you will later use for filtering. Go to Definitions → Properties, and create mappings, using the fields of your choice (you'll find them in Action Properties section of a dropdown), and mapping them either to specific values of your choice or simply back to the Property value.
In the Advanced Options of your Property, toggle Include in Filters. If you don’t manually turn this on, it won’t be displayed in the filter options. If it's a touchpoint breakdown, toggle the touchpoint breakdown.
Keep in mind
Properties are executed from top to bottom. So place your detailed definitions on top, and the general ones on the bottom.
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