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Goals Filters

A set of pre-built Filters for the Goals dashboard

Linh Dory avatar
Written by Linh Dory
Updated over 10 months ago

Each dashboard in Vincere Intelligence has its own set of filters so you can slice and dice the data to see exactly what you need.

Here is a set of pre-built filters for the Goals Dashboard.

  1. Date: filter by Month / Week

  2. Location: filter by each office location or multiple location(s). Locations can be configured in Settings > Groups, Tags & Locations > Location

  3. Brand: filter by brand or multiple brand(s). Brands can be configured in Settings > Groups, Tags & Locations > Groups

  4. Division: filter by each division or multiple division(s). Divisions can be configured in Settings > Groups, Tags & Locations > Groups

  5. Team: filter by each team or multiple team(s). Team can be configured in Settings > Groups, Tags & Locations > Groups

  6. Consultant: filter by individual consultant or multiple consultant(s) including active & inactive consultants. Consultants can be managed in Settings > User Management.

  7. Consultant Status: filter by Active / Inactive users / both. By default, Inactive Users are included.

  8. Job Category: filter by goals linked to Jobs / linked to Job Leads / No Job link

  9. Created Date (Record): filter by goals linked to records created during a time period: today, this week, last week, etc.

  10. Goal Library: filter by all active Goals in the Goal Console

  11. Activities By: filter by who performs the activities: Action User / Shortlisted User / Candidate Owner

  12. Placement Types: filter by different placement types: Placements (permanent, temp, contract) / Retainers / Renewals / All

🌟 Learn more about the Goals Dashboard here.

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