Enable ability to filter the data included in Charts on Today's Overview
Create the ability to check on/off the data to be included for viewing in the Contacts by Status, Category, Accounts, and Opportunities charts. Also have the system save whatever criteria was last set, until changed. Doing so would make these charts reflective of data that's actually meaningful, rather than just everything that's in the CRM database (some of which may be old and irrelevant currently).
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
I would like to be able to filter out "inactive" clients from these charts!!
Russ Blahetka commented
It would be nice to have the ability to change the order of the pie charts displayed (or even have the ability to change which ones are displayed) on the OTW dashboard. For example, contacts by source, status and category is not as important to me as Account by Type and opportunities.
Michelle A commented
The new chart feature in Tailwag on Today's Overview is nice, but could be made to be actually useful if it were possible for the user to select which of the items shown were wanted in viewing of the chart. For example, on the one for contact status, I'd love to be able to narrow it down to the statuses we use just for clients, so I could see that demographic breakout. My thinking is that, if you had check boxes next to these fields somewhere, then a person could set it to exactly what they wanted to see, and it would be very useful.
Ralph "Chip" Wood commented
I would also like to see it more customizable... For example, I don't want to see every category. I want to be able to tell it which categories to show. Thanks!
Celine Pastore commented
I love the pie chart, but since we have over 4000 "contacts" in redtail it is not as usable as if we could edit the data it pulls from such as demographics of our clients etc. Those are the people we want to duplicate and see the make up of, not necessarily the contacts. I also think the colors are too similar.