Account Dashboard and Reporting: New Fields and Filters

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New Fields and Filters Added for Greater Control

We’ve listened to your feedback and added new fields and filters to give you even greater control and insights within your dashboard and reports.

  • Opportunity’s Phone Number: Now available as a table column.
  • Opportunity’s Primary Contact Name: Added as both a widget filter and a table column.
  • Opportunity’s Followers: Available as a widget filter, table column, and in Group By and View By options.
  • Opportunity’s Business Name: Added as a widget filter and table column.
  • Opportunity’s Tags: Included as a widget filter and table column.
  • Contact’s Address: Now available as a widget filter and table column.
  • Contact’s Followers: Added as a widget filter, table column, and included in Group By and View By options.

Enhance Your Insights

  1. Edit any widget (under Contacts or Opportunities).
  2. Add these new fields as filters or properties to enhance your insights.
  3. Use Group By and View By for deeper segmentation and visualization.

Powerful Dashboard and Reporting Updates

These updates make your dashboard and reporting even more powerful:

  • Enhanced filtering options help you uncover deeper insights.
  • Improved reporting capabilities ensure you’re seeing the data that matters most.
  • Provides a more tailored experience by aligning your data with your business needs.
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