Sales
Sales Filters
Group and filter sales data.
Create custom groupings for sales analysis.
Creating a Sales Filter
- Navigate to Data > Sales Filters
- Click +
- Enter filter name
- Select column to filter
- Add filter details (values to group)
- Save
Filter Columns
| Column | Groups by |
|---|---|
| Customer | Customer identifier |
| Customer Branch | Customer branch identifier |
| Customer ZIP | Customer postal code |
| Brand | Product brand |
| Brand Family | Brand family grouping |
| Operator | Sales operator |
| Wholesaler Branch | Wholesaler branch |
| Channel | Sales channel |
| Discount Code | Applied discounts |
Using Filters
Filters appear in analytics views for:
- Comparing sales across groups
- Tracking segment performance
- Generating targeted reports