Hi all,
Is it possible to have "master filters" on dashboards with Freedom UI Designer ?
For example, to keep it simple, I create a dashboard with 3 KPIs in widgets such as : number of leads generated, number of opportunities generated, $ value of opportunities signed.
Then as a manager, I would like to be able to have a drop down list where I can select a sales rep, and the data in the dashboard widgets filter on the selected sales rep. Another use case, would be to have start / end dates to filter to choose from, that would filter the data shown in the 3 widgets.
(In the end, the same way we can filter data shown on list pages.)
This is the kind of feature offered by pretty much all the CRM competing brands OOTB but not Creatio (before Freedom UI) and is a big limitation for management.
However, I am not 100% familiar with the potential of Freedom UI.
Thank you for your contribution,
Damien
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Hello Damien,
This feature was available in OOTB sections in Old UI:
Unfortunately, though - it is still not aviable in Freedom UI at the moment. Thank you for your question, it's aviability will be prioritised in our development roadmap.
Best Regards,
Dan
Hello Damien,
This feature was available in OOTB sections in Old UI:
Unfortunately, though - it is still not aviable in Freedom UI at the moment. Thank you for your question, it's aviability will be prioritised in our development roadmap.
Best Regards,
Dan
Denis Bidukha,
Hi Denis,
Thank you for you answer - it's great to know it exists on the "contextual" dashboards in Creatio - it would be great to also work OOTB in the Dashboards Section itself too :) !
Best day,
Damien
Hello Team
Has this request been taken up? We have had many conversations on this with our customers and it is the most wanted feature for Management groups.
Thanks