This guide explains how to use filters in LeadCenter.ai reports to focus on specific data, analyze performance metrics, and uncover actionable insights.

1. Purpose of Filters

Filters allow you to narrow down data within reports, helping you focus on specific dimensions—such as advisors, campaigns, or sources—and measure performance more accurately.

Filtering is essential for:

• Exploring specific segments of your business data.
• Comparing performance between advisors, channels, or campaigns.
• Identifying trends and insights that guide decision-making.

2. Understanding Dimensions and Metrics

Reports in LeadCenter.ai are organized into two main components:

• Dimensions: Unaggregated data values used to group or categorize information.
  • Examples: Campaign Name, Advisor, Source Name, Office Location.
• Metrics: Aggregated numeric values that measure performance within a dimension.
  • Examples: Total Leads, Total Appointments, Total Production, Amount Issued.

Filters are applied to dimensions in order to refine which metrics are displayed.

Example: Filtering the production report by “Advisor” allows you to see production metrics for that specific advisor.

3. Ways to Apply Filters

There are three main ways to apply filters in LeadCenter.ai reports:

A. Filter Section at the Top of the Report

1. At the top of each report, you’ll see drop-down filter menus.
2. Select a dimension such as “Advisor” or “Source.”
3. Choose one or multiple values to display related metrics.

Example: Selecting Janet Smith under “Advisor” filters the report to show her production and appointments only.

B. Chart Filters

1. Click directly on a chart element (for example, a bar representing an advisor’s performance).
2. The report will automatically filter to show only that element’s related data.
3. Click the same element again to remove the filter and return to the full dataset.

This method is ideal for quickly drilling into data visually.

C. Table Filters

1. Scroll down to any table within a report.
2. Click on a row (e.g., an advisor’s name or campaign).
3. The entire report will update to show metrics related to that specific row.

This makes it easy to analyze specific data subsets from within detailed tables.

4. Using Filter Drop-Down Menus

Each drop-down filter represents a dimension and contains several selection options:

• Only: Displays data for the selected item only.
• Minus (–): Clears all filters and selects all items again.
• Multi-select: Click multiple names or values to include more than one item (e.g., selecting Janet Smith and Sarah Johnson).

Example: To view results for both Janet Smith and Sarah Johnson, deselect all others in the drop-down, leaving only these two advisors checked.

5. Date Filters

Almost every report in LeadCenter.ai includes a date filter, which controls the reporting period.

• Default Setting: Year-to-Date (YTD).
• Custom Date Range:
  1. Click the Date Filter at the top of the report.
  2. Select your Start Date and End Date.
  3. Click Apply to update the report.
• Preset Date Ranges:
  Use the built-in options to quickly switch between standard timeframes like:
  • Last 7 Days
  • Last 30 Days
  • This Month
  • This Quarter

Example: Selecting Last 30 Days filters the report to show only data from that time period.

6. Resetting Filters

To remove all active filters and return to the report’s default state:

1. Click the Reset Filters button (usually near the top-right of the report).
2. The report will revert to its unfiltered, year-to-date view.

This helps you start fresh after performing detailed analyses.

7. Summary of Filter Methods

8. Key Takeaways

• Filters let you analyze your data at different levels of detail.
• You can combine multiple filters (e.g., Advisor + Source + Date Range) for deep insights.
• Always reset filters when switching between different types of analysis.

That’s how you filter reports in LeadCenter.ai.
Using these filtering methods, you can quickly explore data, uncover insights, and make more informed business decisions.