Before talking about filtering a dashboard, let's see the previous dashboard from the Save As action. Create a new Sales Amazing Dashboard, which will cover only opportunity-related stuff (I've added a simple metric component that shows the number of opportunities for the current year):
Dashboard created by cloning another dashboard using the Save As action
This feature is very useful because it allows us to create a new dashboard without starting from scratch.
Now click Edit on this new dashboard and then the + Filter button to create a new filter:
Adding a dashboard filter on a currency field
This filter is based on the Amount field and supports two different values:
- Amount >= 100k
- Amount < 100k
We can create another filter on opportunity stages:
Adding a dashboard filter on a picklist field
This filter filters out the following:
- ...