Filtering within the Dashboards (Internal Filters)
The Internal Dashboard Filters allow you to quickly filter dashboards by retailer and product category. This makes it easy to view the specific data you need without manually krunching all the data again.
You do not need to click Krunch when using the internal filters
- Retailer Filter: Gives you the ability to filter your dashboard by your retailers
- Category Filter: Gives you the ability to filter your dashboard by your categories
The dashboard initially displays results for all retailers and all categories.
- Using the Retailer Filter
Open the Retail Filter to access the list of retailers.
Select the retailer(s) you want to view.
For example, select the Home Depot to see only results for that retailer.
After selecting the desired retailer, the dashboard updates to show only relevant results.
- Using the Category Filter
Open the Retail Filter to access the list of retailers.
Select the retailer(s) you want to view.
For example, select the category Hose Fittings to see only results for that category
- Final Dashboard View:
The dashboard will only display results that match both the selected retailer(s) and category(s)
In our example, only data for Hose Fittings from the Home Depot will be shown in the dashboard
Summary
By utilizing the internal filters in your dashboards, you can quickly refine the information to match your needs:
- Retailer Filter: Refines data based on selected retailer(s).
- Category Filter: Narrows down data based on selected product category.
This feature eliminates the need to manually re-filter or “krunch” data multiple times, streamlining your dashboard experience.
Watch the training video to learn more about using the internal dashboard filters: