How to Navigate Filters

Applying filters in Clozd Platform gives you the ability to customize the Dashboard and other widgets to only reflect the information you want to see.

This article contains the following sections:

• Apply Quick Filters
• Apply Advanced Filters
• Save Filters & Subscribe to Them

Apply Quick Filters

At the top of the Dashboard tab, you will see all of the available filters. This is a really useful tool that will filter the data that feeds into the charts and graphs you see on each page of the Clozd Platform. You can choose to filter by various fields such as Timeframe, Feedback Channel, Deal Size, Outcome, Outcome Type, Region, Segment, Competitor, etc.

One of our favorite aspects of the filters in Clozd Platform is that once they are applied, the filters remain applied throughout the entire platform. If you navigate to another page, the data on that page will still be filtered to the criteria you have set.

Apply Advanced Filters

Another way to apply filters is to click on the Show Filters button at the top right corner. Follow these steps to set up a filter:

1. Click on the box labeled Filter by… and select a field from the dropdown to filter by such as "Closed Date" or “Amount.”
2. Another box will appear labeled “Operator.” The dropdown contains options such as “equals exactly”, “is greater than or equal to”, “is not between”, and many more. If you’re filtering by a field such as Participant First Name or Email, it is best to use “contains” as the operator to account for a typo or extra space that operators like “equals exactly” would otherwise filter out. Make sure to select an appropriate operator for the type of filter you are trying to set up.
3. The last box that will appear is the “value” field. This is where you type in the information you are trying to find. Fields with predefined values such as Outcome will have a dropdown to choose from.
   
   

   Note: Fields that have predefined values are called picklists. Only picklist fields have dropdown options to choose from in the Advanced Filters.

4. You can add as many filters as you would like by clicking the “Add filter” button beneath the filter you just added and repeating steps 1-3. 
5. Once you are done setting up your desired filters, click Apply Filter. Now, the filter you have specified will continue to apply as you navigate to different pages within the Platform.

Here’s a real-world example: if you wanted to see data on deals closed in Q1 of 2022 with amounts over $100,000, then you would apply these filters: 

645 deals met my criteria and now the charts on the Dashboard page are filtered according to my specifications. If I navigated to other tabs within the Clozd Platform, my filter would continue to apply unless I removed the filters by clicking the minus buttons on the right side of the filter bar.

Save Filters & Subscribe to Them

Once you have created your advanced filter, you can save it or subscribe to receive notifications each time a new deal is published that meets the requirements of those filters.

To save a filter for future use, click on the Save As button in the bottom left corner after applying desired filters.

A pop-up will appear requiring certain information to be filled out in order to save the filter.

1. What 'Type' of filter this is. Select "Program" if you want all users to be able to view this filter or "Personal" if you want this filter to only be accessible to you. Note that only admins can create Program-level Saved Filters.

2. Optionally, you can choose which user roles can have access to this filter. 

3. Name the filter

4. If desired, check the box to set the filter as your default view every time you log in to the Clozd Platform

5. You can also choose to subscribe to the filter to receive email notifications every time a new deal is published that meets the filter criteria

Questions?

For additional questions, please contact support@clozd.com.