Purpose: Dashlets allow you to display specific information on activities and pipelines in one place. Dashlet filters can be applied globally to all dashlets on a dashboard or individually to a single dashlet

Global Dashlet Filters

Calendar and Team filters located to the right of the Dashboard name allow you to view data for a specific period of time and/or by specific team members. The filter is applied to all Dashlets within the Dashboard you are currently viewing

Calendar Filters

To add or edit a Calendar filter on your dashboard:

1. Select the calendar icon next to the Dashboard name

2. Select an option from the Quick Selection list or select a start and end date on the Calendar

3. Click Apply

For more information on "All Time" calendar filter, please check Dashlet Filters: All Time guide.

Team Filters

To add or edit a Team filter on your dashboard:

1. Select the team icon next to the dashboard name

2. Choose the desired Team Member(s) and/or Role(s)

3. Click Apply

Individual Dashlet Filters

Add or Edit Individual Dashlet Filters

1. Click the Filter icon in the top right corner of the desired dashlet

2. For Activity Dashlets, select the Object to filter on

3. Select a filter type

4. Enter the Condition Settings

5. Click Save

Hint:  If you have multiple filters setup, use the Any and All buttons. These allow you to control what criteria the records need to meet, to be included in the Sales Pipeline Group


Any - The record must meet at least one of the filters to be included in the Sales Pipeline Group.
All  - The record must meet all of the filters to the included in the Sales Pipeline Group

Removing Individual Dashlet Filters

1. Click the Filter icon in the top right corner of the desired dashlet

2. Press Clear Filters button

3. Click Save