The filter tab within a widget allows you to create a wide range of rules enabling you to filter your data in many different ways. When you add rules you should find that it's quite intuitive and well structured. To give you an idea of the structure and the rules you can add we've provided several examples within this article 😃.

Needles to say, you don't need to build a new Filter every time as you can always access one of your pre-existing Company filters.

In this section I'm going to dissect the filter and explain what each part of the filter does and when you would use it.

The first thing you can do in a filter is select a "Customer Segment", these are the filters that you created in the Data module. For example, if you only want to look at your "Enterprise" accounts you would create a filter for this in the Data module and then select this option in the "Customer Segment" section of the widget filter. If you're not too familiar with the Data module and filters check out this article: Data Module 👍.

Once the "Customer Segment" has been chosen, we can then start adding rules. Now you're going to see "Match" which is a drop down menu and it contains the values: "All" and "Any".

Now that we have covered what's included in a filter, it's time to take a look at some example filters 😃 .

We have a widget that's setup and it's currently displaying tasks that are due and overdue split by CSM. As you can see in "Image A", the widget is displaying the tasks due and overdue for 10 Customer Success Managers. For this particular widget we're only interested in seeing the results for the account owners: "Niklas", "Alex" and "Vitor L.". To do this we need to add a "Custom Filter" to the widget.

First of all, we go to the "Filter" tab on our widget, match by "Any" because we want to see the accounts where either "Niklas", "Alex" or "Vitor L." is the account owner. Then we add 3 rules in which look like this: "Owner" > "Equal to" > "CSM Name", click "Save" and we're done 😃.

"Image A" shows our results without a filter applied and "Image B" shows the filter that we've applied and the new results 👍.

Image A

Image B

2) Filtering by Account Owner and Phase

Here we have a widget that's displaying our total MRR split by Phase (Image A). The current widget is great, but we only want to see the "Onboarding" and "Renewal" phases where the account owner is either: "Niklas" or "Aretha".

To do this we add a "Custom" filter which filters on accounts that have the phase "Onboarding" or "Renewal" and has an owner of either "Niklas" or "Aretha". "Image B" displays the custom filter that we created and the new filtered set of results.

Image A

Image B

3) Filtering on Churned Accounts Split by Phase due to Budget Cuts

The widget that you can see in "Image A" is currently showing the number of accounts split by phase. We would like to see the number of churned accounts, split by phase where the churn reason is "Budget Cuts".

Because we want to filter on churn data, we need to access the Churn data object. To connect to the churn data object we add this rule: "Id" > "match by" > "Churn" (see Image B). You can use a similar rule to connect to other data objects, simply change "Churn" to the data object of your choice.

Now when you add a rule, you have access to the Churn data object fields. We add in the following rule: "Reasons" > "equal to" > "Budget Cuts" and that's the filter complete. "Image A" shows the results without a custom filter and "Image B" is displaying the results with the custom filter in place 👍.

Image A

Image B

The filter option on a widget gives you an incredible amount of flexibility. If you can think of it, there's a good chance you can filter on it, give it a go 👍.