Filters in ShareBuilder CRM allow you to customize your view of data across various pages, such as Accounts, Agencies, Sales Analysis, and more. By clicking the All Filters button, you can open a dynamic filter panel and refine your view based on criteria like Business Unit, Product Category, Date Range, Account Category, and more.
Filters help you remove noise and zero in on the data that matters most for your task, meeting, or decision.
Using filters allows you to:
Target specific subsets of data (e.g., by seller, agency, or region)
Analyze performance over custom timeframes
Clean up views to reduce distraction and surface insights faster
Prepare for 1:1s, forecasting, or sales meetings with precision
Whether you're tracking a pipeline by product or reviewing pacing for a specific team, filters help personalize your analysis.
