June 27, 2022

BI Reporting - Filters

BI Reporting - Filters

Users can:

  • select filters based on any metadata that is in the pipeline
  • customize which options to show in each filter (for example, if you use 6 statuses for deals, you can choose to show some or all of the statuses)
  • choose a default filter when opening reports (for example, the reports can open on active deals by default)

In the above example, the following filters were chosen

  • phase
  • deal status
  • M&A owner
  • deal type
  • NDA signed