Revamped Filter Experience for Dashboard Widgets: Transforming Usability for Bosseo CRM

In a digital age where data drives decision-making, having a dashboard that accurately reflects insights while offering ease-of-use is critical. Bosseo CRM is thrilled to introduce our revamped filter experience for dashboard widgets, designed to significantly enhance both functionality and user friendliness. This update promises not only a visual overhaul but also enhanced capacities that make managing and drawing insights from your data more efficient than ever.

What’s New in the Revamped Experience?

Fresh UI:

A sleek, modern layout optimizes space and enhances visual appeal.

Nested Filter Groups:

Users can create multiple filter groups using OR conditions, allowing for more complex data views.

Duplicate Filters Allowed:

Previously restricted, now users can have the same filter more than once through nested filter groups, providing more flexibility.

Smarter Warnings:

Enjoy clear messages when filters such as pipeline and stage are linked, improving accuracy.

Chart Type Picker:

Easily select chart types directly within widget settings for a more seamless experience.

Redesigned Sidebar:

Offers a slimmer design, providing larger preview space for live dashboards.

Utilizing the Feature Across Industries

The revamped filter experience is a versatile feature tailored to enhance operations across multiple industries. Here’s how it can impact home improvement businesses, legal firms, and medical practices:

Home Improvement

For home improvement companies, the dashboard’s enhanced filter capability allows staff to manage project statuses and client feedback more effectively. By grouping projects with similar characteristics, such as material type or project stage, businesses can streamline their operations and improve client satisfaction through insightful data analysis.

Legal Practices

Law firms can leverage these dashboards to monitor case progressions and client engagement levels. Nested filters offer the ability to organize cases by type, legal team, or client priority, allowing for rapid access to critical information. This ensures legal practices remain proactive in case management, leading to improved client outcomes.

Medical Practices

In the healthcare sector, efficiency and data accuracy are non-negotiable. The revamped filters allow medical facilities to segment patient data by treatment type, appointment frequency, or medical history, promoting data-driven decision-making and optimizing patient care pathways.

Enhancing Dashboard Setup

– Begin by accessing the Dashboards and selecting **Edit Dashboard**.
– Add widgets by choosing the appropriate settings and chart types.
– Use the Conditions tab to apply complex filters, choosing between AND/OR operators for precision.
– Remember, while Visitor Data Widgets support a single filter group, other sections have expanded capabilities.

Explore these improved dashboard functionalities to transform how you manage and interpret data across your Bosseo CRM experience. For more detailed instructions, check out our [help documentation](https://help.gohighlevel.com/en/support/solutions/articles/155000001206-how-to-create-add-dashboard-widgets). This update marks our ongoing commitment to provide tools that support robust and tailored business insights.