In the Bird’s Eye View, you can filter out (hide) Offices, Outlets, Salespeople, Categories or Revenue Types. Filtering is a valuable resource when you are looking to focus on a particular part of your business (i.e. local sales).
The steps listed below outline how to perform a filter within the Bird’s Eye View:
1. Click the Edit button (pencil icon next to Sales Outlook). The Edit Sales Outlook Filters dialog box displays.
2. Select your filters by clicking on an attribute group on the left.
a. A list of possible filters appears on the right.
b. Checking a box includes the information, unchecking it will exclude it.
3. Click Save.
Please Note: You can select more than one filter.
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