Filters

Filters are available for all widgets under Quote Analytics, so you can specify criteria for finding specific analysis information. Use the widget settings option to access its filtering function. When you apply a filter, the widget's analysis information is refreshed.

These options are available for filtering:

  • Period
  • Dealer (provided for only the manufacturer dashboard)
  • Customer
  • Item
  • Dealer Representative
  • Payment Method
  • Quote Status
  • Version

The Common filter is used in widget development and is located at CPQ Widgets > EQ > Filter > Filters.