Note:
By default, the dashboard opens using the “Current Month” filter.
The selected reporting period is displayed at the top of the panel.
Filters affect:
- KPI indicators
- Presentation view dynamics chart
- Detailed presentation overview table
Changing any filter recalculates all dashboard indicators.
The dashboard supports filtering by the following parameters:
| Period Filters |
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| Employee Filters |
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| CLM Filters |
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| Activity Filters |
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| Marketing Filters |
|