Atrium automatically lets you filter each metric by a pre-defined set of data filters for your team, but we know that each customer has priorities unique to their business, and that is why we have introduced Custom Data Filters.
You may have noticed a section for Custom Data Filters recently added under Settings and this article will explain how to create and edit these filters so you can interpret the data best for your company.
What are Custom Data Filters
Many have asked us for the option to add data filters outside of the pre-defined filters we already have. We're now excited to say that we've worked custom data filters into our platform so that you can filter relevant data to your team easily and in a way that is unique to your business.
This means that all qualifying data, as defined below, can be filtered into certain Atrium cards now. Here's an example portion of a list of data from our own Salesforce that qualifies to be filtered to the platform-
When we say qualifying, we mean that we support custom data filters on the following field types:
- External Lookup Relationship
- Formula (if the type of the formula output matches another value in this list)
- Lookup Relationship
- Text Area
We would love to hear from you if your personal needs are outside of what we currently offer however, so please drop us a line at email@example.com and we'll be sure our Engineering team is aware as we continue expanding this product feature!
Create Custom Data Filters
When you are logged into Atrium, at the top right under your name you will see a dropdown, and you will want to hover over Company & Salesforce Settings to see the section for Custom Data Filters -
Once there, you will see the option to Add a Custom Filter -
Inside the setting details you will need to select 3 things, the type of custom data filter would you like to add, which is based on which object you want to look at in Salesforce, the Salesforce field you want to filter on, and what you want to call your filter -
It's important to note that at this time while we continue testing and expanding this feature, you may only add one custom data filter from the Opportunity object and one from the Account object. We plan to offer more options in the future so stay tuned!
Once you have completed setting up your Custom Data Filter, you will see the filter options on the current corresponding cards, such as below-
It may take up to 24 hours for the relevant data to be initially imported and updated to our platform, and in the event you decide to change or remove any active Custom Data Filters this 24 hour timeline will also apply.
Finally, here is a gif of the process for you -
Where Can I See My Custom Data Filters?
As mentioned, since this feature is new and we're still working to expand this feature throughout our platform, as of now these are the current cards we support Custom Data Filters on-
- Accounts Touched
- Average Selling Price - Existing Business
- Average Selling Price - New Business
- Emails Sent
- Meetings Created
- New Opportunities Owned
- New Pipeline Owned
- Opportunities Created
- Opportunities Owned
- Opportunity Age
- Opportunity Health
- Pipeline Created
- Pipeline Owned
- Win Rate - Existing Business
- Win Rate - New Business
- Meetings on Calendar
Check in often as we will continue expanding this list, and if you have a specific need you would like for us to be aware of go ahead and drop us a line at firstname.lastname@example.org!