May 21, 2024 09:58 AM
I am using Airtable to manage a sales pipeline. I have created a sales dashboard using interfaces which reads across all opportunities. I want to be able to create quarterly and monthly reports by duplicating this dashboard and then filtering the records it reads to a specific date range.
I can't seem to find the option for filtering a dashboard at the global level - does it exist?
Solved! Go to Solution.
May 21, 2024 10:50 AM
HI Hanna, I've recently built something like this. A couple of recommendations:
On my interfaces I use this filter to always show the active quarter.
May 21, 2024 10:50 AM
HI Hanna, I've recently built something like this. A couple of recommendations:
On my interfaces I use this filter to always show the active quarter.