Fullcast Performance automatically lets you filter each metric by pre-defined set of data filters for your team, but we know that each customer has priorities unique to their business, and that is why we have introduced Custom Data Filters. You can add a custom data filter by following the below instructions.
When you are logged into Fullcast Performance, at the top right under your name you will see a dropdown, and you will want to hover over Company & Salesforce Settings to see the section for Custom Data Filters -
Once there, you will see the option to Add a Custom Filter -
Inside the setting details you will need to select 3 things, the type of custom data filter would you like to add, which is based on which object you want to look at in Salesforce, the Salesforce field you want to filter on, and what you want to call your filter -
Once you have completed setting up your Custom Data Filter, you will see the filter options on the current corresponding cards, such as below-
It may take up to 24 hours for the relevant data to be initially imported and updated to our platform, and in the event you decide to change or remove any active Custom Data Filters this 24 hour timeline will also apply.
We can support up to eight custom filters, four from the account object and four from the opportunity object in Salesforce.