- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎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.
Accepted Solutions

- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎May 21, 2024 10:50 AM
HI Hanna, I've recently built something like this. A couple of recommendations:
- have a month and quarters table where you track which are the current, past and next quarters/months.
- you can have 1 interface for each "period": past, current, next. This way you aren't changing the filters each month or quarter.
- here is where you add a filter for the entire dashboard. You need to select the "group" element you want to filter.
-
On my interfaces I use this filter to always show the active quarter.

- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎May 21, 2024 10:50 AM
HI Hanna, I've recently built something like this. A couple of recommendations:
- have a month and quarters table where you track which are the current, past and next quarters/months.
- you can have 1 interface for each "period": past, current, next. This way you aren't changing the filters each month or quarter.
- here is where you add a filter for the entire dashboard. You need to select the "group" element you want to filter.
-
On my interfaces I use this filter to always show the active quarter.
