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Under Consideration

Multiple Dashboard Filters Functionality

  • 11 July 2019
  • 2 replies
  • 23 views

At a high level, my question is: are dashboard filters designed to support the same report/widget across multiple dashboard filters?

I have a dashboard titled My Clients - RM. There are three global filters on the dashboard to encompass the data sources of different widgets. Relationship Manager from the account record, CTA assignee from CTAs, and Opportunity Owner from opportunites.

The Relationship Manager on the account does not always own an opportunity associated with an account. We have a group called Sales Specialists that own opportunities for accounts that they are not Relationship Managers on.

Conversely, the Opportunity Relationship Manager isn't always the Relationship Manager on the account. This could occur due to recent account transition.

In having the opportunity owner filter set to the current user, the Relationship Managers are not able to see opportunities on their accounts owned by others. This is by design, such that they may manage their own opportunity pipeline.

However, a user recently presented a use case where they would like to see all opportunities associated with their accounts.

I tried adding one dashboard widget, 'Opportunity with Primary Quote - RM Dash - Pipeline list current and next quarter', which was previously controlled only by the Opportunity Owner filter, to the Relationship Manager (account) filter. My thought was that by having it controlled by both filters, that if the user left the opportunity owner filter set to "Any", that it would pull back all opportunities for accounts they are assigned Relationship Manager. This did not work, and the results returned in the widget were unexpected.



I understand that presently multiple dashboard filters only support AND logic. My question is, are dashboard filters designed to support the same report/widget across multiple dashboard filters? Eg. where Relationship Manager (account) = Regina AND Opportunity Owner (opportunity) = ANY
.


2 replies

Userlevel 7
@sierra_evans Thanks for posting the details description, sorry for the inconvenience, for now we don't support OR logic in filters. We have this in our road-map, will update you here once we consider it for release.

Hey Sierra,

From what I saw, when we have multiple filters, the data is displaying correctly even if we're only using one of them. The filter you mentioned

Relationship Manager (account) = Regina AND Opportunity Owner (opportunity) = ANY

should get you all the data for Regina, regardless of the opportunity owner. My only idea would be to check that the filters are applied to the right fields.

Hope this helps.

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