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Slice and Dice Your Dashboard with Filtered ViewsTutorial
Two ways to create a View and reduce the amount of data you see on your customers dashboard.involve.ai has well over 170+ integrations and your organization most-likely has all, if not most, of your customers data sources linked directly. Having access to so much data may not be necessary for your day-to-day. Simplify your dashboard by setting up filtered views.You can set views to see only your customers, only customers using a specific product, those in a specific revenue range, etc. How to set a viewLogin In your Customer Health Dashboard, click the Views dropdown next to your left side search bar: Click Add New Name your view and select your preferred data. Save Once you save a View, it will be available in the Views drop down for easy reference. You can also set a View as your default. How to turn a filter into a viewClick Filters in your customers dashboard (next to the View dropdown) Select your filters Click Save at the top:
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