Quick Filters on the Dashboard

Quick Filters on the Dashboard

system update
March 21, 2025•1 min read

The dashboard relays information of your choosing at a glance, helping you quickly asses the health and progress of your business. Quick Filters will make it more efficient, allowing you to apply personalization while protecting dashboard integrity.

⭐️Why Is This Feature Beneficial To Your Company?

  • Simplified Management: Easily apply filters to widgets on a dashboard to focus on what matters most ensuring precise insights and improving your productivity.

  • User-Specific Formatting: Users can save their quick filter values, ensuring a personalized and efficient experience for tailored analysis.

  • Minimized Errors: Improve collaboration by giving all team members access to impactful filters without the risk of accidental edits or information loss.

⭐️How To Use Quick Filters on the Dashboard?

  1. Navigate to the Dashboard section and click + Quick Filters.

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  2. Click + Add Filters.

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  3. Check the box next to the filters you’d like to apply.

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  4. Click Add at the bottom right corner.

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And there you have it, this improvement will help your team be more effective in their decision-making without risking edits to your dashboards or information issues.

quick filtersdashboardfilterfilters
Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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