With our latest update to the Master Report section within the Sales Dashboard module, we’ve added a ‘Group By’ option. This feature allows you to sort data based on your chosen filter criteria.
Use Case: With the new ‘Group By’ option in the Sales Dashboard’s Master Report, sort data by your chosen filter criteria for clearer insights.
To View the Enhancement:
- Navigate to the Master Report section within the Sales Dashboard module.
- We have now introduced a Group By option to sort the data based on selected filters
Group by :
1.Status
2.Assignee
3.Category
4.Carrier
5.Lead Source
6.Labels
Based on the Selected group by option we can filter out the data and make it easy to access for User selection ensuring that users can focus on the most relevant data points for their needs.
