Using Data Filters in Atrium is a great way to create even more high value insights for your team.
Data Filters allow you to select a subset of your data or subdivide your data within Atrium metrics.
- Using Data Filters
- Filter Types
- Filter Use Cases
- FAQs / Additional Details
Using Data Filters
Segmenting Visualized Data
When visualizing an Atrium metric in a bar chart (either multiple subjects, totaled, or a single subject, trended) you can segment visualized data by a criteria using the "Split Graph" control.
This is the number of meetings a set of AEs have had in the trailing 30 days, split by Initial vs. Follow Up meeting.
This is the number of meetings a team has had in total over the trailing 12 months, trended by month.
You can also use Atrium's filtering functionality to select a subset of data you'd like to visualize or set goals on. You can do this by selecting "Add a Filter", choosing the filter to add, and then configuring it.
This is a visualization of how many opportunities right now each AE owns that came from the "Prospecting" opp source.
You can use filters on line charts as well.
This is the number of new opportunities that entered the pipe of a set of AEs over the trailing 12 months, where the Opp Source was "Inbound Demo Request."
You can also do multiple filters and mix filters with segmentation of the visualized data.
This is a visualization of the number of opportunities owned by each AE filtered to the type "New Business", that have also not been touched in 15-30 days, 31-60 days, and 61+ days then split by by the days untouched value - a helpful pipeline hygiene card configuration.
You can also use filters when setting goals. More on setting goals here.
With that said, there are a few different types of filters types that you can use to segment and filter data:
Atrium-Driven Data Filters
These filters use your data and bucket them into more consumable segments. These allow you to see overarching trends and help to narrow down the number of filter values available.
These filters are not customizable and Atrium will automatically adjust how values are bucketed as you add or remove values.
For example: Opp Stage (Bucketed) groups your stage values based on the stage probability in Salesforce to help you see where in the funnel associated opportunities are using Up/Mid/Down-Funnel values.
Filters Include: Opp Stage (Bucketed), Opp Type (Bucketed), Opp Size, Opp Status
Mapped Field Filters:
These are default Data Filters in Atrium that allow you to chose which field from Salesforce you want to map to standard Atrium concepts - like "Lead Source" or "Account Tier". You can custom map these fields in Atrium's admin interface. More on Salesforce Field Mappings here.
First, hover over your name in the right hand corner, select "Salesforce Settings" >> select either Account, Opportunity, or Call settings to select filters for each SFDC object.
Select Edit next to the section you want to update and click the drop down next to the filter you want to select and choose the field you want to use and hit Save!
It will take a few hours for the initial data pull, but once the filter is loaded, you can now use it in select Atrium cards!
Filters Included: Account Tier, Account Type, Forecast Category, and Opp Source. More details here.
Custom Data Filters:
Custom Data Filters allow you to select fields from Salesforce into Atrium to use on metric cards. This allows you to pull in even more data points to build MORE cards, dashboards, goals, etc in Atrium to get valuable insights on your team!
You can set up new custom data filters in your Admin Tool.
First, click on your name in the upper left hand corner and select "Company Settings" >> "Custom Data Filters".
You can select a field either from the Account or Opportunity Object in Salesforce.
Once you select the field from the Account or Opportunity, you can also custom name the filter to make it easy for you to find on cards and then hit Save.
It will take a few hours for the initial data pull, but once the filter is loaded, you can now use it in select Atrium cards! More on setting up and configuring Custom Data Filters here.
Data Filter Use Cases:
Use a field that identifies each Account's priority and track how effectively reps are tackling their high priority accounts!
OR track how well reps are delivering bookings for their "Target Accounts"
Add in Campaign Source data to increase your granularity on what marketing sources are delivering your bookings.
Use a "Competitor" field from the Opportunity to track how well reps are winning deals against your competition.
Use a "Current Solution" field from the Opportunity to track how well reps are transitioning customers away from their existing solutions!
FAQs / Additional Details
I want to select a particular SFDC field for a custom data filter, but I am not seeing it in the drop down.
The Custom data filter mapping selections in the Admin Tool will automatically filter for supported field types from SFDC, so if you don't see a particular field, it is likely that it is a field type Atrium doesn't support for filters (date fields, currency values, etc).
This could also be caused by field level security that is limiting Atrium's visibility to a field. You can reach out to Support@AtriumHQ.com or talk to your SFDC Admin User to learn more about this.