The Upper Section of the dashboard has controls to select records based on specific criteria, called filters.  Records can be selected by sales stage, pipeline and the date customers were created in Market Quest. When filters are applied, Market Quest selects records based on the filter values and updates the summary grid, the main grid and charts accordingly.

Filter Controls

·      Sales Stage –  Shows only customers who have this sales stage value

·      Segment – Allows you to filter the records displayed by values in other fields.

·      Account

·      Group

·      Pipeline

·      Value – Select a value for the segment you wish to filter. For example, you can select the Pipeline segment and filter by Prospect value.

·      Dates – Shows only customers whose create dates are between the dates selected. You can select from the dates list or enter dates into the fields.

·      Show Charts – Selects the type of charts to display.

·      User – (Multi-Use Only) If you have the privilege to view all users’ data, you can set the filter to view only one user’s data.

·      Hide Charts – When marked, the charts are not displayed in the dashboard. Hiding the charts increases the speed Market Quest can display the dashboard. Also, the main grid can be expanded to show more records when the charts are hidden.

·      Records – Shows the number of records selected by the filter.

·      Apply – Select customer records based on the data selected in the filter. For example, you can show all customers whose pipeline is set to Prospect and which were created last week.

·      Clear – Clears the current filter in place.

·      Save – Saves the filter criteria selected and automatically applies the filter when the dashboard is redisplayed.

Summary Grid

The summary grid shows a summary of the data selected by the filter. If you are using the Multi-User Enterprise system and have the privilege to view all user’s data, the summary grid will show each sales agent data selected by the filter.

The summary grid uses the pipeline field to determine the number of leads and sales. Market Quest also determines if leads are unworked. An unworked lead is where there have been no calls, tasks, appointments, e-mail or letters sent to the lead.