Dashboard filters

Thomas Favre-Bulle

• July 29, 2020 12:38

Just like you can filter a report to drill down into a specific customer category, you should also be able to do it for SuccessBLOC dashboard.

E.g. use case: filter this dashboard for customers that are not chruning, for customers in a specific tier, or for a specific market.

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  Ravit Danino

  • August 03, 2020 23:06

  Thank you Thomas.

  Yes we are working to enhance reports and score card so this will be taken into account but I assume you need this data available all the time, aren't you creating different KPI for each? 

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  Thomas Favre-Bulle

  • August 05, 2020 12:19

  Awesome thanks. There is some use cases to create different persistent KPIs, but filtering is a way to quickly view how these KPIs differ from segment to segment. It's time consuming and doesn't necessarily make sense to crowd the dashboard with many KPIs repeated over multiple segments. This relates more to data exploration and getting an understanding of how our customers look like across different dimensions.

  An example could be: view our Voice of the Customer KPIs and metrics across different industries, markets, products owned...

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