Filters, date ranges & dashboard interactivity

Give users control without letting them break the story.

Global filters

• Date range (Close Date / Created Date)
• Team or region list filter
• Product or deal-size toggle

Relative date ranges

Offer "This quarter", "Last 90 days" and "Year to date" as presets so every QBR starts consistent.

Wire list filters with bindings

A global filter widget broadcasts its selection to every query via bindings — one control, whole dashboard responds.